I have been a client of John’s since I started my practice. His intimate knowledge of dental office business guided me through the ups and downs of setting up the practice; now the practice is established. He is someone I can trust for honest and experienced advice.
Since the moment I called John, I knew I was working with someone whom I could put my complete trust in. Without question John has a deep and broad knowledge of the dental field and how transitions, acquisitions, and sales should be completed. That type of competence builds trust and I was able to go forward with confidence that John would advise me on the biggest financial decision of my life. Perhaps more important than that, though, is John’s ability to put himself in your shoes and help you walk through the steps of making such an overwhelming decision. His ethics and sincere care made my transaction seem quite simple. I couldn’t give a higher recommendation.
Cataldo Financial and Consulting Group is a dynamic organization performing a broad spectrum of accounting, tax and consulting services. Our firm has been dedicated to providing the highest quality of services to our clients for more than 30 years on a national basis.
We provide traditional accounting and tax services, and specialize in proactive business, personal, and estate tax planning. We utilize a proactive approach with our clients, emphasizing proper planning to achieve optimal results.
The consulting services we offer to our clients include, but are not limited to, business profit analysis and enhancement, overhead analysis, staff compensation analysis, accounts receivable collection consulting, establishing marketing plans and related budgets, retirement plan analysis and business transitions.
Cataldo Financial and Consulting Group strives to treat our clients and their practices, as we ourselves would like to be treated. Our certified public accountants and staff take pride in the long-term relationships we develop with our clients. We are committed to assisting you, and supporting you, in making financial decisions to accomplish your financial goals.
FROM THE BLOG
Check out this quick and informational video outlining some Tax Highlights. Contact us with any questions or concerns.
ESTABLISHING & MAINTAINING A PROFITABLE DENTAL PRACTICE
Providing reliable accounting and consulting services for over 25 years. We assist our clients in finding the most direct path to meet their financial goals…
We are there when you need us and we’d love to hear from you!
DENTAL CPAs • ACCOUNTING • TAX PLANNING • CONSULTING
Click here for important business and tax information, news, updates, resources and more.
How to Establish and Maintain a Profitable Dental Practice
Learn how to get the patients you want and get your practice up and running at peak capacity with our online video series.
We are Dental CPAs
Whether you are just starting out or looking to grow an existing dental practice you’ve come to the right place.
LATEST BLOG POSTS
New Tax Rules Mean Changes for Retirement Accounts
The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Here are several of the bill’s provisions and what they mean for you. Money can continue to grow tax deferred. If you...
Creating Financial Goals as a Couple
Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about....
Tax Document Checklist
It's tax season and you don't want to miss an important receipt or form. Collect your tax documents using this checklist as a guide. Using a tax organizer or last year's tax return, sort your tax records to match the items on your tax return. Here is a list of the...
FOR OUR FREE NEWSLETTER
Receive exclusive tax tips and updates not available on our website.
Let's Get Social
We Want To Hear From You.
Contact us to learn how we can help your dental practice succeed. Send us an inquiry and we will get back to you as soon as we can!