Thomas Doll
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About
Founded in 1963, Thomas Doll is a seasoned financial services firm based in Walnut Creek, CA, serving local physicians, dentists, and medical professionals. With a deep understanding of small business challenges, the company provides a range of services including wealth management, retirement plan solutions, income tax planning, and practice accounting. Thomas Doll prides itself on creating personalized payroll systems, aiding in practice creation and providing transition services. By integrating tax preparation with effective internal control and anti-embezzlement processes, the firm significantly enhances business success for its clients.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Hr And Payroll