Tax CPA | Bookkeeping Experts
Need a trusted CPA agent or Bookkeeper to handle all your complicity of your optometry business? We are excited to partner with these recommended and reliable Tax Agents! We often get asked who we recommend for Tax preparation (preparing your tax form) to tax strategizing (helping the OD in planning way to lower his or her tax bill)! So after extensive research and interviews, these firms are excellent in planning and helping your optometric business. Fees are typically per project/return or at an hourly rate.
Associate Doctor (W2, 1099) | Sublease Owner | Practice Owner
Experience proactive, personalized accounting designed exclusively for eye doctors and physicians. RWS offers fixed monthly pricing starting at —no hourly billing, no surprise tax bills, and unlimited support year-round.
Our trusted team of CPAs will guide you beyond tax filing with tailored strategies that help minimize your tax burden and maximize your financial growth. We’re proactive, client-focused, and use the latest technology to make your experience smooth and stress-free.
Whether you're just starting as an associate or managing a thriving practice, we have a plan built for your stage:
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✅ Tax strategy & preparation – Fixed-price plans with year-round access to licensed CPAs
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✅ Student loan review, retirement planning, and entity consultation
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✅ Bookkeeping, financial statements, payroll setup & more for practice owners
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📧 Riley Stubbs, CPA | riley@rws-cpa.com | Call/Text 725-227-6381
Associate Doctor (W2, 1099) | Sublease Owner | Practice Owner
Experience a clear, professional, and affordable approach to taxes. Our Tax Advisory & Filing plans start at $50/month. Enjoy year-round, unlimited tax advisory and support without hidden fees or unexpected end-of-year costs. Rely on our licensed CPAs for a worry-free tax season.
Start by scheduling a 15-minute call between May and December, as we only onboard new tax clients during this period to guarantee a customized and exceptional tax season experience. Then, when tax season arrives, we'll provide a tailored list of tax documents for submission, ensuring nothing is overlooked. As a result, submitting your tax documents to us will be a seamless and hassle-free process.
Refractional CFO, founded by Jackson Pace, a Certified Public Accountant (CPA) with experience in public accounting, specializes in providing tailored tax, bookkeeping, and fractional CFO services for optometrists. With his full-time experience as CFO for an extensive OD/MD practice operating across multiple states with retail optical branches, he carries a wealth of industry expertise. He looks forward to being your advisor and empowering you with the help you need to thrive!
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✅ Tax advisory & filing: Affordable pricing (W2, 1099, business), Unlimited tax support
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✅ Bookkeeping with unlimited support
- ✅ Monthly insights: Practice Ratio Analysis, Profit-first Budgeting, Key Metric Tracking
📧 Jackson Pace, CPA | jackson@refractionalcfo.com | Call/Text (435) 200-1951
