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about us
A combined 50+ years of experience in Accounting, Tax, and Consulting
DrillDown Solution helps dentists reach the best financial position possible. We use our combined 50+ years of experience in Accounting, Tax, and Consulting to help dental practices ACT and enjoy the outcome they want, even if they don’t have time.
Since our doors opened in 2004, we made it our mission to help small business owners and dentists grow their businesses to maximize profitability. Whether you need tax help, bookkeeping, or consulting, we have a successful solution to help you achieve your best financial position and your best life.
Our Mission, Vision & Values:
01. Our Mission
02. Our Vision
03. Our Values
- Instill confidence in our team members and clients.
- Live with integrity in all that we do.
- Value continuous learning to drive growth and excellence.
- Innovate to improve processes and outcomes.
- Serve our clients and communities with dedication.
- Collaborate as a team to achieve shared success.
- Adapt to challenges with resilience and agility.
- Communicate openly and effectively to build trust.
16+ Years Experience of Business
Accounting
We have excellent accountants who provide not only accurate accounting but also visuals and reports, all to help you manage your practice efficiently and effectively.
Bookkeeping
At DrillDown Solution, we provide dental practices with accurate and effective bookkeeping services to help you make real-time decisions that accelerate growth.
Business Consulting
We are here to help with custom plans to resolve blocks and grow profits. We look at your goals and metrics to turn plans into results.
Tax Preparation & Planning
Our tax planning solutions are custom-made based on the individual needs, wants, and goals of your dental practice or small business.
How we work:
The DrillDown Process
DrillDown is a full-service accounting, consulting, and tax firm. We designed our process to give you exactly what you need.
Step 1 — Discovery
The first step is to reach out and set up a call. We will ask questions about your needs, goals, and challenges. Our objective is to help fill your needs, attain your goals, and overcome your challenges.
Step 2 — Benchmarks
We will look at your records to create a baseline of where your financials are currently. Our team’s expertise in working with this sensitive information helps you experience peace of mind. You are probably doing better than you think but, we’ll compare your current situation with industry benchmarks and show you what you can achieve.
Step 3 — Catalyze
DrillDown Solution goes beyond defining a plan (but we will do that too). We will draw upon our 15-year history as a CPA firm to help you along the way. Whether you need a little tax help or a fractional CFO, we’ll proactively help you to achieve your best financial position possible.
Blog
Read our latest news
To further achieve our mission, we regularly post information to empower our clients to achieve their best financial position. Check back often to enjoy timely Drill Bits of business knowledge.
Client Testimonials
DrillDown Solution - Dental CPA
Out of 5 stars
Overall rating out of 38 Google reviews
I have been using the DrillDown team for 15+ years and they have always been amazing to work with and very professional.
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!!
They are wonderful and saved me sooo much in taxes!!!
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 always exactly the way it should've been done. I went through tax planning as well and they are very methodical and often tell me what's ok and what documentation I need. Just an overall very tight shop now that we've caliberated and I know their team well! I can sorta go on and on but very strong with communication and I sleep easy knowing that there's a strong team by my side!
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 Solutions!
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!
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!!
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 very specific report or document and she has been super responsive!!For me, working with Drill Down Solution = peace of mind! 🙌
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 explains things in a way I can understand and also gets changes made very efficiently.
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.