Full Financial Services Module

The majority of our clients take advantage of our total services package which includes:

A streamlined computerized record-keeping system designed exclusively for dental practices, with ease of use and time savings as it major goal
Quarterly financial analysis of your practice with quarter-by quarter and year-by-year figures, and comparisons to previous periods
Routine reconciliation of your practice bank accounts, money market accounts, and credit card statements to ensure proper recording of income and expenses
Preparation of individual, corporate, partnership, and trust tax returns
Tax planning and analysis of projected tax liability based on our “no surprise” philosophy

Download our 2016 edition of
“See How You Compare” now

Compare over 700 dental practice figures for the years 2014 and 2015 from amongst our clients throughout the Northeast region.

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Tax services
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Retirement planning
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Testimonials

I have been very fortunate to have Rosen & Associates in my corner both for financial planning purposes, accounting purposes, and corporate structuring advice. The knowledge and experience of their team of professionals has made it quite easy to use a single company for all of my needs. I trust that any advice is coming with both my best intentions in mind and solid fundamentals to make my business and my portfolio grow.

Dr. Mark Lucier, DMDSanford, MEChildren’s Dentistry of Sanford, LLP

Our group practice has been a personal and professional client of Rosen & Associates for over 10 years . They have a deep understanding of the needs of dentists and specialists. They have helped to succesfully guide us through associateships,partnerships, real estate issues, and practice expansion, in addition to helping us to structure our retirement plans and practice transition/exit strategies. They are comfortable and professional in dealing with our other professional advisors. They are accessible and responsive to our needs, both professionally and personally. We value them as trusted advisors.

Dr. Robert E. Lincoln, DMDPartnerQuincy, MAOral Surgery South, PC

My relationship with Rosen and associates started over 14 years ago when Larry guided me in a transition from my practice in Maine, to my present location in MA. I had a very complicated situation and honestly could not have accomplished the daunting task without their team. Since that transition time Mark and Larry and the rest of their team have been there every step of the way with tax, financial and retirement planning. Their professional support has been an integral part of my success. Over the years I have referred many colleagues and friends to be part of the CCR team and all of them have had positive experiences.

Dr. Matthew Boynton, DMDPlymouth, MA

I have been with Rosen & Associates, Retirement Planning Group and CCR Wealth Management for over 13 years. I give them my highest recommendation. They look after my accounts and tax requirements so that I can concentrate on building my business. I consider them to be my business’s most valuable resource.

Dr. Tony Saito, DMDWest Boylston, MA

Working with Rosen & Associates, LLP has been awesome. I couldn’t be happier with the level of professional services we are receiving. Acquiring and assimilating a second business is not easy and Rosen & Associates, LLP has worked hard to help us implement business protocals between the two practices. Their work is immensely appreciated and highly valued. I feel lucky to be working with such attentive professionals.

Dr. John J. Millette, DMDLeicester, MALeicester Dental Associates

I started my practice from scratch right out of dental school with zero knowledge of accounting or business. Mark Rosen and Rosen & Associates helped steer my practice over the course of the past 10 years turning a start-up, 2 operatory practice into an 8 op practice grossing over 2 million dollars annually. So much of the success of my practice has been through the close relationship I’ve been able to sustain with Rosen & Associates. I would highly recommend their firm to any type of practice, whether start up, new acquisition, or evolving practice.

Dr. Richard D LaFauci, DMDPeabody, MALAFAUCI Dental Group

Get In Touch With Rosen & Associates

Are you a dentist who is looking for financial advisors who are experts in the dental industry? Fill out the form below and we will get back to you shortly.

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1800 West Park Drive, Suite 300, Westborough, MA 01581

phone: 508-926-2400 • fax: 508-616-2914

info@rosencpagroup.com

Full Financial Services Module

Download our 2016 edition of “See How You Compare” now

Compare over 700 dental practice figures for the years 2014 and 2015 from amongst our clients throughout the Northeast region.

Download our 2016 edition of
“See How You Compare” now