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Personal Financial Planning

Secure Your Financial Future with a Personalized Plan

As your financial situation evolves and increases in complexity, the expertise and guidance from an experienced and knowledgeable financial partner is an invaluable resource. Our team creates a financial roadmap to help you succeed in meeting your unique financial goals. Based on your individual financial picture, we’ll recommend customized strategies and provide tools and advice, enabling you to spend less time and energy on your finances and more on the things that matter to you.


 What our clients are saying...

"The Tiret team has seamlessly transitioned me through associateship, partnership and solo ownership. I am always impressed at how quickly my concerns are addressed and his entire team is extremely professional. Not only does Tiret handle my accounting, they also handle my payroll and..."

-Priya O'Callaghan, DDS (Oakland, CA)
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"I've been a client of Tiret & Company for almost 25 years. My Infertility Center would not be here today had it not been for Steve Tiret and his team. Not only have they provided me with absolutely superb accounting service, but back in 1987, the team also put in place our business accounting system and developed..."

-Francis F Polansky, MD (Palo Alto, CA)
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"It's been a journey, one that brought us friends. An experience, that went far beyond expectations one usually associates with an accountant. It's over 8 years now since the day we first met Steve Tiret to help us with our first dental office takeover. We have grown to four offices since. Steve and his team of awesome individuals have..."

-Gurjit Randhawa, DDS, MDS and Aneet Randhawa, DDS, MDS (Union City, CA)
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"Several years ago I was considering becoming a partner in the purchase of a dental building and needed an accountant with experience and expertise in that area. A friend and colleague referred me to Mike Tiret with whom he had a long-term relationship. Mike and I had a very pleasant discussion after which he said he would analyze my practice data, tax returns, etc. and offer his opinion. Two days later he called to recommend the purchase and to tell me that..."

-Charles J. Dressman, Jr., DDS (San Jose, CA)
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"I have been with Tiret & Company for 9 years and I am very pleased with their attention to detail. From my monthly reports to our semi-annual meetings and reviews I am confident they always have my best interest in mind. I have referred several colleagues and friends throughout the years and..."

-Mamal Rahimi, DDS (Los Gatos, CA)
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"I have been a client of Steve Tiret for 22 years, and in that time I have always received the utmost in professionalism and integrity from both him and his amazing staff. As a general dentist, i have found that Steve possesses a deep understanding of the business of dentistry, and..."

-Michele M Chalmers, DDS (Pleasanton, CA)
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"I hate doing anything that deals with numbers. I just like doing my orthodontics, working with people and straightening teeth. I met Eric and Steve Tiret in 2008 and found them to be honest, working for the small business owner and very thorough with their work. Eric and Steve are very attentive to their clients' needs and..."

-Sheldon Salins, DMD, MS (South San Francisco, CA)
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"Kenneth Associates, a medical clerical staffing company, has been a client of Tiret & Company since 1971. We have been very satisfied with their services. In addition to taking care of our financials and taxes, we have used Tiret's payroll services for over 20 years. All of the staff at Tiret & Company are very personable, ..."

-Debbie McDonnell (Kenneth Associates, San Francisco, CA)
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"Tiret has been taking care of my accounting needs for more than 25 years. Initially, Tiret handled my personal tax accounting. When I founded a company, Tiret took on the company's accounting work as well. Over the years, our finance and accounting needs have grown in scope and complexity and Tiret has grown along with us, providing..."

-Peter Schireson (Schireson Associates, North Fork, CA)
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"Having a CPA who specializes in dentistry has helped me tremendously over the years. It means that I don’t have to educate my financial advisor about my business. When we..."

-Dick Farrington, DDS, San Jose, CA
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"Tiret’s personal attention to detail has always been very helpful to me. It gives me more time to concentrate on my practice."

-Karl Brose, DDS, Santa Cruz, CA
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"I switched to Tiret 15 years ago and have consistently received excellent service. They understand medicine and medical doctors, which makes communication so much easier than with the typical CPA firm. Tiret continues to..."

-Richard J. Kramer, MD, San Jose, CA
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"Knowledge, experience, understanding... the professionals at Tiret have helped me meet all of my practice and personal goals."

-Alan Kushner, DDS, San Leandro, CA
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