Business Details
23 Years
experience
Trusted Dental Accounting Services in San Jose
Michael & Company, CPA & Company, CPA is a highly-experienced firm dedicated to providing tailored financial advice to healthcare business owners, particularly dental practices. Since 2003, we have specialized in tax planning, accounting, and business advisory services, ensuring clients maximize tax savings and operational efficiency. Our team, led by CPA and Certified Valuation Analyst Bassim Michael & Company, CPA & Company, CPA, brings over 25 years of expertise in serving dentists, orthodontists, and other healthcare professionals. We prioritize client needs, offering personalized QuickBooks accounting, budgeting, and financial consulting to streamline operations and reduce expenses.With a deep understanding of evolving tax laws, we help clients select optimal business entities for long-term savings. Our commitment to excellence is reflected in our memberships with the American Institute of CPAs, California Society of CPAs, and the Institute of Dental CPAs. We operate from offices in San Jose and Fresno, California, serving clients across Central and Northern California.
Services
Tax Services
Accounting Services
Practice Advisory Services
Valuation Services
Industry Accounting
Incorporation Services
QuickBooks Accounting
Financial Consulting
Bookkeeping
Business Advisory
Details
- Year established: 2003
Highlights and features
- We offer over 25 years of experience in dental accounting and tax services.
- Our team includes certified CPAs and valuation analysts with industry-specific expertise.
- We provide personalized financial consulting tailored to healthcare professionals.
- We specialize in tax planning for dental practices to maximize long-term savings.
- Our firm is QuickBooks Certified for accounting excellence.
Associations and certifications
- QuickBooks Certified Accounting Practice
What people say
Great customer service
Highly recommended
Tax smart
Patient with non-dentists
Looking out for best interests
Services
Tax Services
Our tax services focus on maximizing savings for dental practices through strategic planning and compliance. We help clients navigate complex tax laws, select optimal business entities, and ensure accurate filings. With expertise in healthcare-specific deductions, we reduce liabilities while maintaining regulatory adherence.
Accounting Services
We provide comprehensive accounting solutions, including QuickBooks support, bookkeeping, and financial statement preparation. Our services ensure dental practices maintain accurate records, streamline operations, and make data-driven decisions. Timely reporting keeps clients informed and financially agile.
Practice Advisory Services
Our advisory services help dental practices improve financial controls, reduce costs, and enhance profitability. We review operations, recommend process improvements, and offer guidance on practice management. Tailored strategies address unique challenges faced by healthcare professionals.
Valuation Services
We deliver precise business valuations for dental practices, supporting mergers, acquisitions, or succession planning. Certified Valuation Analysts analyze financial health, market trends, and practice performance to determine accurate valuations for strategic decisions.
Industry Accounting
Our industry-specific accounting services cater to healthcare professionals, including dentists and pharmacists. We address niche requirements like equipment financing, insurance reimbursements, and compliance with healthcare regulations to ensure financial clarity and growth.
People
Bassim N. Michael
CPA, CVA, MS Tax
Bassim has over 25 years of experience providing accounting and tax services. He specializes in dental practices and holds CPA and CVA certifications. He teaches financial analysis at Fresno Pacific University and is a member of multiple professional organizations.
Questions
What accounting services do you offer for dental practices?
We provide QuickBooks accounting, bookkeeping, financial statements, and tax planning tailored to dental practices. Our services streamline operations and ensure compliance.
How can tax planning benefit my dental business?
Our tax planning identifies deductions and entity structures to minimize liabilities. We ensure compliance while maximizing savings for long-term growth.
Do you work with healthcare professionals outside dentistry?
Yes, we serve doctors, pharmacists, and veterinarians. Our expertise extends to various healthcare industries with specialized financial needs.
What sets you apart from other accounting firms?
Our focus on healthcare practices, certified professionals, and personalized service differentiate us. We combine industry knowledge with proactive financial strategies.
How do I schedule a consultation?
Call 408-333-9802 or visit our website to request a free, confidential consultation with our San Jose office.
Reviews (6)
Fatima V.
Apr 09, 2022
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This firm is great at what they do. Very knowledgeable, attentive and very high tech. I use them for my bookkeeping and my tax filling and I am very impressed with all the different software's they use to facilitate everything, very easy to use but yet very confidential and secure. Anytime I have questions I get responses within a timely manner. Everyone is very nice and helpful as well. I would definitely recommend them to my colleagues. Actually I wish they would take non dental clients so I could refer all my family and friends as well!
Fatima V.
Oct 17, 2019
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I have recently transferred my accounts to Michael and company and I am very pleased with their service! I have had 2 accountants in the past and nothing compares to the service you receive at Michael and company! The company is very polite, prompt and high tech. Gloria his assistant is great, their software's are great and most importantly Bassim Michael himself is very knowledgeable and helpful in book keeping and accounting especially when it comes to dentist. I would highly recommend his firm to anyone looking to find a reliable CPA
Merna I.
Aug 07, 2019
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We have been working with Michael & Company, CPA for years for both of our dental offices and have nothing but great experiences year after year. The entire staff is incredibly responsive and has helped us through numerous situations that have come up in the past. They are reliable, honest and have guided us to do what is best for our practices. They are a team that we whole heartedly rely on and have referred them to all of our colleagues in the industry.
Z. O.
Aug 07, 2019
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I have been with This CPA company for about 10 years. the service is great, very knowledgeable in tax laws for dentists, timely, very professional and extremely nice.
Bernard Mcgraw
Jan 20, 2019
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I have had multiple phone conferences with Mr. Michael and found him to be an excellent communicator. Mr. Michael has researched and answered complex accounting questions in timely and thorough manner. I am very satisfied with Michael and Co. CPA's.
Garrett D.
Dec 26, 2018
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Professional, honest, knowledgeable, and available. I always feel as if he has my best interests at heart. Highly recommended for any business owner.
