Cain Watters & Associates Dallas Pkwy, Plano

We’ve been with Keith Klein since 2013. From starting a new practice, building a new office, navigating through COVID and bringing in a new associate, Keith has been an excellent resource in helping us make wise, informed financial decisions. Our practice would not be where it is today if it weren’t for the regular assessment and guidance provided by him. It’s worth the investment!!

I joined CWA about 5 years ago when I was at the lowest point of my financial life. I couldn't seem to make ends meet despite a successful practice. Brook Hoover, Julie Denham, Chelsea and now Christy Bowie honestly saved my practice and have made it possible for me to live the life I always dreamed about. I cannot thank them enough! They were and continue to be answers to my prayers. They are amazing people and amazing accountants. Best financial decision of my life was to join the CWA family. I love these guys!

Ask me about my $100k that disappeared in a CW tugboat scam. Not to mention zero transparency in how money is managed. Their monthly fees are insane relative to performance ( never better than 3% and down for several years ) We left and took our accounts to Edward’s Jones, and have been enjoying 20% plus with guided solutions at a fraction of the cost. Don’t fall for it.

My husband and I have been working with Cain Watters for two years now, and it has been very beneficial for our dental practice as well as our personal finances/retirement planning. Angie and Paige have been incredibly knowledgeable and helpful throughout our practice purchase and yearly evaluations. We are so thankful for our team at Cain Watters, for all you’ve taught us, and for all you’ve done to help us and our practice!

I am a huge fan of Cain Watters especially Tom Gates and Lauren and Trudi! They are an amazing team that has given me tremendous help for almost 10 years now. The improvements to my corporation and to my overall wealth are exponential. Before I came to them, I felt lost with my personal and professional finances and that I was doing everything wrong. Now I feel confident that all aspects in my life are being optimized. Thank you all for this feeling of security.

This is a very large financial advisory firm. They handle accounting as well as financial planning. I thought would be a wise move since my 20 year old practice was growing dramatically and that they could handle my payroll, financial planning, and tax advice all in one place. I soon found out that it’s a huge bureaucracy with Financial Planning, Accounting for Business, Accounting for Personal, Tax Preparing for Business, Tax Preparing for Personal, and Payroll (not really a payroll department because they refer you out to ADP) departments. I have been with them for a year now. In that time I have been through 4 or 5 different accountants. I have no idea who my “accountant” is now. Only once was I notified via email that one of my accountants had quit. I should have been alarmed when on Dec 15 th I was told that I would have to come up with $85000 to give to the IRS before Jan 1, as my withholding for the year was not enough. My old accountant would let me know way in advance and start taking more out of my paychecks. I literally had to mortgage my house! I started contacting them in January to make sure I had all my ducks in a row for the tax filing deadline mid year. With all that withholding and COVID I was surely going to get a substantial refund. I was told that my accountant was gone now and who to contact now for all my accounting issues. I called the person to introduce myself and ask what he needed from me. He said to just upload things to their filing system or email him. I sent my tax statements and other items needed as soon as they were available. Never a peep back from him. So as the deadline for filing approached I was becoming more and more concerned at the lack of communication from the firm. Are they going to file for an extension or nothing at all? Why would they do that since I have given them all the info needed way ahead of time? They would send these generic articles on things, but zero about my taxes. I contacted them and was told that I had the wrong department. The accountant doesn’t handle my taxes… the “tax preparing department “ does. Well who the heck was that?? Who ever heard of an accountant that doesn’t do your taxes?? Finally my “financial planner” contacted me and told me that they always file for an extension and that his assistant was also my accountant. And by the way he quit also. He also told me I need to contact the “tax preparing department”. My financial planner is the only shining light there as he explains in detail what I need to do to maximize my income and has ironically been the only person that can direct me to the right “department”. I do love ADP and my financial advisor there. Unfortunately when I send him an email it is usually replied that he is too busy for me now ( you know, at a meeting, out of office, etc)… he does get back to me later but what the heck. I have to Google half my questions to get an an answer! Anyway so now when I send my emails I literally send to 6 different people to cover all the departments and hope I get a bullseye for the right one, lol. The frosting on the cake was when I received a letter of concern recently that none of my personal tax info was there and I may not be done in time for the tax deadline…

Cain Watters has been a key member of our A-team for 4 years now. All of our important decisions are shared with them because they always have great advice for any regarding the business part of our practice and retirement. They have saved us more money than what they have cost over the years. Brook is our advisor and he is so helpful for both the big and little things involving money. I have recommended them to all of our dental colleagues and all have joined with the Cain Watters team. They help me sleep well at night.

We have worked with our planner, Bradley, for over 5 years. He has successfully helped us navigate the entire practice transition process from employee, to associate, to partner. He has set us up for success on so many levels, and I would not trade his expertise for anything. The CWA philosophy works. Period. It is always a pleasure visiting and working alongside the folks at Cain Watters, and I would encourage any dental practitioner to reach out and make a connection with this amazing team.

We love working with Cain Watters! It is wonderful to have someone who knows our personal and business finances inside and out and who understands our profession to advise us on major and minor financial decisions in our lives. I cannot even begin to keep up with or understand all of the tax laws and it is fantastic to have someone that we trust to advise us. We recommend them to all of our friends!

One of the best decisions I've ever made! Tom and Lauren provide excellent advice on personal finances, taxes, partnerships, transitions and life in general! They have helped me take the guesswork out of my tax and retirement planning and I can joyfully say that they have put me on the correct path that will enable me to retire very comfortably at the time of my choosing! It's difficult to put a price on the service they've provided me since 2010!