DrillDown Solution - Dental CPA

I'm not an easy client to please especially because I'm fairly savvy and love the financial side of things. I struggled with finding a company that can handle my 3 businesses with one undergoing a sale, another a C corp, and then an LLC. All 3 in the dental industry. We started off a bit choppy but more I got to know Stephen and his team, more I respect them for doing things just right. Because I'm savvy enough to be dangerous, I've sometimes not understood why they do what they do but as I learn it's alway

I cannot say enough about the patience, expertise and ethics shown by Steve at his team at DrillDown! I am in such a better position now and have a clear understanding of where my business is going. Thank you to the entire team!!

Ed and team have been handling my personal and dental practices tax filings for more than 2 years now. They are so knowledgeable, quick to respond to any queries, proactive and are on top of things always. They have a deep understanding of tax strategies and provide a variety of other services like bookkeeping, payroll which is so convenient. Knowing my taxes are handled by this team is a peace of mind and I can focus on patient care and growing my business. I highly recommend them. Thank you Drilldown Solu

I have been using the DrillDown team for 15+ years and they have always been amazing to work with and very professional.

We have been working with Stephen Nance and Drill Down for the past few years. They are very knowledgeable and helpful whenever we have questions. We have had a great experience here and would highly recommend then. Stephen always goes above and beyond to help answer any questions and gives good guidance and advice. I would highly recommended them!

Stephen has been an incredible advisor to me these past few years. He comes with a deep knowledge of tax strategy and personalized service that has helped me structure my businesses in a tax efficient way. I was referred to Stephen by dentist in our area, and I now refer him to others looking for the same!

I have been a client of Drill Down Solutions for the last 8 years and worked with Ed on taxes. This last year I added working with Melanie Hall to do my business bookkeeping in addition to my typical tax planning. It has been a fantastic experience. Aligning myself with their expertise and skill has made me more profitable, organized, prepared, and worry-free.

I?ve been a happy client of Drill Down Solution for over 9 years. They take care of my tax planning/strategy as well as my bookkeeping and payroll. Karl and his team are very knowledgeable about the most recent updates to the tax laws, which has been particularly relevant during all of the COVID-19 related changes. Their advice has proven useful and accurate time and time again. Melanie Hall takes care of my bookkeeping/payroll and always overdelivers. Countless times I have been in a pinch and needed a ve

My business has used DrillDown Solution for many years for my accounting needs. Shaylin and Cole have been fantastic to work with in helping me with business finances, handling taxes, tax planning, and keeping things work smoothly. With the CARES act they were on top of providing information before the bill was even finalized to help us prepare quickly and offered excellent advice. I have interacted with Melanie for years to handle my payroll and book keeping. She is always pleasant to interact with as she

We have always been very pleased with the services we receive from DrillDown and especially from Ed Gabriel. They do a fantastic job preparing our taxes and helping us plan throughout the year with tax saving strategies. The price of their services are easily returned in the taxes we have saved especially compared to previous accounting firms we have used.

I have been in practice for 15 years and have had numerous accounting firms work with me. Stephen and his employees have been better than any of them by far. All the other firms just focus on the past year, they never seem to look forward until it is too late. Stephen has been proactive in giving me advice on how I can use my money to best serve my interests, and does it in an ethical and honest way. I highly recommend them. So glad that I found them!!!

The DrillDown Solution team has been critical in the success of my business. They take the time to understand my goals and challenges, this is so important. I've been able to grow because of their work with my company and my team members as they plan and prepare our tax work and accounting. I've referred numerous people to DrillDown and have never once heard anything other than high praise.

Ed and his team are great to work with. Great communication throughout the year. It was my first year with 1099 work and Ed and his team were very patient. Highly recommend Drill Down for tax needs.

All the people I work with to get my taxes done are knowledgeable, interested, helpful, listen to my concerns and answer all my questions. they take the time to review the draft with me. I really appreciate their service!!

Ed has been my CPA for about 15 years now and I consider him a partner in my dental practice. Many times he and his team have helped me with navigating through different business decisions aside from taking care of my regular accounting needs. They are always quick to help, courteous and very thorough with their work- I highly recommend them!

With corporate dental offices trending, I thought inviting Drilldown Solution to come present at my dental study club would be helpful for our general dentist members to better understand their options, and help plan for their future to maximize their financial outlook. We?ve never had so many positive responses to any topic presented! Ed, Stephen and Brandon from Drilldown are very knowledgeable. They combine their extensive experience with the business of dentistry and expert tax planning to promote sup

We have been clients since they began. They do an amazing job at assessing your tax liability and find every possible deduction allowed by law. We couldn?t be more pleased with their service. Beyond their tax expertise they have been amazing with regard to answering questions when they come up at anytime of the year. We highly recommend their service.

I've trusted this company with my personal and business taxes for over 10 years now. They are more than just a CPA firm, they also act like a business coach by helping you see what the numbers mean, and how you can improve the most important ones. Per their advice I've raised my rates considerably to increase my profits... and I couldn't be happier!

Ed and his team have been watching my over my financial life for nearly 10 years. As a medical professional those finances can be complex. Ed had educated me well so that I can understand what is taking place. He is proactive in tax planning and has been a huge help in that aspect of the business. I would highly recommend him!

I'm new with Drill Down Solutions, after practicing 30+ years, I've heard all the sales pitches " to take my practice to the next level" I don?t want hype I want real guidance. Drill Down was different, talking with Heather, Stephen and Brandon, I felt comfortable, not talked down too, not promised unrealistic expectations for my practice. The practice analysis (Cobalt Analytics) was in-depth and provided real solutions to the way I run my practice. We?re off to a great start and I really feel better about

We are greatly satisfied with the services provided by LundsfordPeck now DrillDown Solution. We have been using this form for over 10 years. They (Stephen Nance and his team) are just a phone call away when we have any question, and always respond quickly and professionally. I would recommend DrillDown Solution to anyone.

The team at Drilldown Solution has saved me from every variation of "OMG WHAT EVEN IS THIS" that I've thrown at them through YEARS of owning my own business. That includes standard paperwork, payroll, and tax filing, as well as moving across the country TWICE in 2020, with all the forms that entails. They're fantastic at dealing with the HEY YOU OWE US CASH letters that are typical for accountants, but strike fear in the hearts of mere mortals who haven't spent years studying tax code. If you need someon

I have worked with a lot of CPAs throughout my career and this has been the best by far. Ed is very responsive and willing to answer my questions. I feel he truly cares about the success of me and my business. I would highly recommend!

Wouldn?t ever refer this company to anyone to do their taxes. Had them do my Texas for a couple years and they decided to raise the prices out of no where. I thought I had paid my taxes for the year until I got a letter from the IRS stating I owed even more. Pretty much paid this company to do absolutely nothing for me. If you?re thinking of using this company wouldn?t recommend.

Karl and team are awesome. I've worked with them for 7+ yrs now and I've always felt like they've been in our corner and have advised us on sound tax planning. Would recommend them to anyone

I can't begin to tell you how big of a difference it has made to work with these guys. Instead of a nagging worry about taxes and finances all year, I meet with them a couple times to plan taxes and see where things are heading, we get on the same page, and then I don't worry about it until the next meeting. Gives me so much time and brain space to focus on running my business that I didn't have before.

They are wonderful and saved me sooo much in taxes!!!

Karl and his team have worked with us for over 4 years. The communication is great and they go through every possibility to help save some tax dollars. 5/5 would recommend!

Great team with plenty of experience! Always willing to take the time to answer questions or concerns that I have and have been very easy to work with!

Ed and his team are superb. We have been working with them for years and would recommend them to anyone. Very professional and have taken great care of our family and businesses.

My team and I have been working with DrillDown and it's been a blast. Friendly and professional staff! Highly recommended!

Quick to answer my money questions and their expertise with QuickBooks is amazing. I love how they can easily fix my mistakes and make my bookkeeping perfect!

This is a fabulous company; they are very trustworthy and Ed looks out for your best interest.

Great people who know how to get things done. They value their clients and I'm glad to have them on my team.

Thanks for always getting me squared away so efficiently and professionally. You guys are the best.

Very responsive and knowledgeable.

Beyond helpful team :)