Thomas Doll, CPAs, P.C.

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Thomas Doll, CPAs, P.C. - overview

Established

1963

Location

Walnut Creek, CA, US

Primary Industry

Financial Services

About

Founded in 1963 and based in California, US, Thomas Doll provides wealth management, retirement plan solutions, payroll expertise, income tax planning, practice accounting, and practice creation and transition services. In June 2024, Earned Wealth, a portfolio company of Breyer Capital, Hudson Structured Capital Management, Juxtapose, Silversmith Capital Partners, and Summit Partners, acquired Thomas Doll. Thomas Doll offers comprehensive wealth management services that include career growth planning and investment management. The firm provides strategic administration and management of retirement plans, investments, and assets, specifically designed to meet the unique retirement challenges of dental and medical practice owners.


Additionally, the company delivers personalized payroll processing solutions that help medical and dental practices process payroll faster and more accurately, accommodating evolving regulations and requirements. The firm offers business and personal tax planning services that balance short- and long-term practice goals with individual tax situations and financial objectives. In addition, the business manages day-to-day finances for medical and dental practices, offering insights and benchmarking against industry norms to convert financial statements into meaningful diagnostic tools.


Current Investors

Earned Wealth

Primary Industry

Financial Services

Sub Industries

Investment Banking, Accounting Services

Website

www.thomasdoll.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.