Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our clients benefit by getting attentive, personalized, quality service that is beyond comparison. In addition to traditional accounting services, our firm provides a full range of cost effective services including the following:

  • Accounts Receivable Analysis
  • Billing Procedures Analysis
  • Certified Fraud Examiner
  • Consulting
  • Dental Specific Management Reports and Financial Statements
  • Dental Statistic Compilation
  • Dental Fee Analysis
  • Dental Salary Analysis
  • Embezzlement Controls Evaluation and Detection
    • For more information about our Certified Fraud Examiner [Click Here]
  • Estate and Trust Tax Preparation
  • Financial Projections
  • Gift Tax Preparation
  • Internal Controls Evaluation
  • Marketing
  • New Practice Set-Up
  • Personal Financial Specialist
  • Practice Management Education
  • Retirement Plan Design
  • Sales and Use Tax Services
  • Study Club Presentations
  • Valuation of a Dental Practice
  • Wealth Accumulation

If you are interested in receiving a packet of information from our firm, please contact Angela Thomas our Director of Client Development at 314-576-1350, 877-253-5084 or athomas@bwtpcpa.com.


Retirement Services
  • Plan Design and Implementation
  • Plan Document Preparation
  • Plan Amendments
  • Plan Administration
  • Distributions
  • Loans
  • Employee Education and Enrollment Meetings
  • Annual Notices and Employee Communication
  • Client Support
  • Filing of Form 5500
  • Preparation of Summary Annual Report
  • IRS Representation for Audits or Notices
  • 401(k) Plan Audits

For more information or to schedule an appointment to discuss the options that are right for you contact Lori Plescia, CPA, PFS at 314-576-1350, 877-253-5084 or lplescia@bwtpcpa.com.


More for your mind...


Missouri Mandates Cafeteria Plans

Missouri passed a law MANDATING that most employers establish a cafeteria plan through which their employees may pay their health insurance premiums on a "pre-tax" basis. This new law applies to any employer that provides health insurance coverage to their employees AND pays a portion of the premium for that coverage. Employers that require their employee to pay the full premium are exempt from this requirement.

Employees should be informed of this mandated "pre-tax" premium option and a plan document must be drafted and formally adopted as soon as possible.

Our firm can assist you with the preparation of this document and the required employee communications. If you have any questions or need further assistance please contact Lori Plescia, CPA, PFS, QPFC at 314. 576.1350 Ext. 3565.




Miscellaneous Articles

Are you meeting your fiduciary responsibilities?

The Roth 401(k)