Testimonials

"Mark and his teams proactive approach, insightful advice and dedication to addressing my specific needs have made them an indispensable partner in navigating the complexities of running my practice. Their exceptional service and commitment to their client’s success is why I have chosen to partner with Rosen and Associates for all my accounting and consulting needs."

Gregory D. Carroll, DMD

"We have worked with several accounting firms over our 3 generations of practice. Rosen and associates have been a key partner in strategy and planning of our business. Mark, Jeff and Mario have been very responsive and helpful when questions arise and explain things in simple terms. We feel confident we are in the right home for now and the future. We are very happy with CCR Wealth. Mark and Rich are incredible with our staff and navigating the intricacies of 3 generations of retirement plans."

Brian Ting, DMD – Reichheld Ting Orthodontics

"I have been with Rosen & Associates for 23 years! Choosing a dental CPA has been critical to the success of my business! When it’s time for me to transition out of my practice, I know I will have the same expert guidance and support with Rosen Dental Practice Transitions."

Tony Saito, DMD

"All too often these days we seemingly do business with partner companies that do not deliver on their promises. It is very common to spend premium dollars to only experience mediocre results and feel like we have little choice but to except them. Rosen and Associates provide the opposite. Since they focus on the dental industry, they have a unique understanding of the business side of our practices. As a client for 34 years, I have experienced first hand the service and expertise that has been essential for my practice start up, growth and eventual future transition. And since they serve so many dental offices, they can point out where we are succeeding, or falling behind with respect to similar practices in our area or region. This is critical knowledge which is otherwise not readily available to our practices. I think it is difficult to overstate this point. The ability to have our accountant understand what is happening in so many other dental practices gives me great confidence in their evaluation and recommendations for my practice. Rosen and Associates offer far more than help with our individual businesses. They clearly are helping dentistry as a whole. The many webinars with Mark and Jeff during and after the COVID shut downs provided timely and valuable information and recommendations to get us back up and running and to navigate the tumultuous government programs and regulations confronting each of us. Staying ahead of that curve helped us have our best year ever when our office reopened." We count on Rosen and Associates to help manage the accounting financial success of our practice. You should consider doing so as well. PS: Mark has great “drive”. He can help you “iron” out any accounting problems that come up so you don’t end in in a “trap” and get the “shaft” from the IRS and you can keep a strong “grip” on more of your “green”! He has a “fair way” of dealing with your practice that I’m sure will suit you to a “tee”!

Todd Rowe, DMD, MS

"I began working with Rosen and Associates in 2007 when they first helped me navigate the purchase of my dental office and associated real estate. The knowledge and advice delivered since that first meeting has been invaluable to me. I can't begin to thank them enough for their work throughout the pandemic as government rules and programs were being released and revised almost weekly. The webinars that Mark Rosen and Jeff Kristoff developed and released at all hours of the day were critical to helping me understand what moves to make during this most challenging business environment. During the darkest days that Dentistry has faced, Rosen and Associates LLP proved to be the guiding light for those lucky enough to be clients."

Keith P. Foley DMD

"Karen has been an incredible help through my transition with my previous business partner.  She is objective, analytical, detail oriented, and so kind with all of my questions.  Since, she has been helping me with all of my business and personal tax preparation needs.  I am very grateful to have Karen's advice as she is just a phone call or an email away.  Highly recommended!"

Alan C. Ko, DMD

"Carolyn and the team at Rosen & Associates have been a huge part of my personal and professional successes. Honesty, accuracy, intelligence and reliability make this partnership easy to continue."

Ryan Clancy, DMD, MAGD

"Working with Carolyn and the entire team at Rosen & Associates has been the best decision I've made for my practice. Carolyn's expertise, advice, and kindness have been invaluable as I've navigated practice and real estate purchases and mergers. I feel confident that the financial and tax planning aspects of my practice are expertly managed. As a practice owner, not having to worry about those important issues is truly a gift."

Tori Saferin, DMD

"I have been with Rosen & Associates for the past 18 years. Because of my busy schedule in my private practice and academics, I need an accountant who is prompt in responding to my questions and Karen Stamps and her team provide me with exactly that; prompt, professional, competent guidance and direction for my accounting and financial needs to operate my business. Her resourcefulness, knowledge base and skills are what make her a perfect problem-solver for running a dental practice."

Paul Farsai, DMD

"For over 20 years, Rosen & Associates have been our first resource when it comes to managing our office and personal finances. Karen Stamps and her team are professional, competent and easily approachable; providing quick responses with clear guidance. Should situations arise that fall outside of her expertise, she has helped refer us to the proper professionals. I can’t think of an instance where contacting Karen has not led to an answer or a plan for a resolution. Gratitude doesn't begin to express how much they've helped us thrive."

Paulo Nogueira, DMD, MSD

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