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Uluru Advisors
San Clemente, CA
Accounting
Uluru Advisors provides proactive tax, accounting, and CFO services specifically for dentists and doctors nationwide. They offer tailored financial guidance, from associates to practice owners, helping them navigate acquisitions and optimize practice finances.
★★★★★ 5.0 (5 reviews)
5 Reviews
★★★★★
Travis and his team at Uluru have gone above and beyond any expectations I had! As a specialist who is an associate, I have unique circumstances that Travis was able to research and find the best options available, in addition to being in another state where tax laws are a bit trickier for licensed professionals. Any fees (which by comparison, are VERY fair) associated with his services were QUICKLY outweighed by his expertise and ability to find tax savings for myself and my family. I couldn't recommend Travis and his team any higher for professionals looking to have their business and personal taxes done by an expert, in addition to accounting services to make everything conveniently in one location for all business-related items. 11/10 would recommend!!!
Anthony Marin  ·  Jul 27, 2026  ·  Google
★★★★★
Travis an his team are amazing to work with. I feel like they have my best interests at heart, are very professional and make taxes and book keeping an easy part of my life as a business owner. Travis is super knowledgeable and comfortable in the dental world. He has been a great resource and aid in growing and running practice
Tyler Hanis  ·  Jul 10, 2026  ·  Google
★★★★★
Travis has been my accountant for seven years — from pre-purchase advisory through acquiring my first practice, the transition, COVID, and now running two locations. I can vouch for the difference he makes because I've lived the alternative: when he left his previous firm, I worked with two other accountants before he was able to take me back on. Both could file a return. Neither offered real strategic planning, and the gaps left us with large unexpected costs. Travis is different. He talked us out of buying a third office when we weren't ready and pushed us to build real cash reserves instead — the kind of advice that protects you even when it's not what you want to hear. He's proactive with tax strategy and planning rather than just reporting on what already happened. And it's not a one-man show. Tiandra and Kennedy are responsive and keep everything running smoothly, and Judy, our bookkeeper, is insanely detailed — the perfect counterbalance for an owner like me who's a little all over the place. If you own a dental practice and want a true financial partner instead of a once-a-year tax preparer, hire Travis and his team. They've been a pillar of our stability across two practices, and I recommend them without reservation.
Adam Carraway  ·  Jul 10, 2026  ·  Google
★★★★★
We couldn’t be happier with our CPA team. They are responsive, knowledgeable, and always take the time to answer our questions. We feel supported year-round, not just during tax season. The value and service they provide have exceeded our expectations, and we highly recommend them to any business owner looking for a trusted accounting partner. The name is hard to pronounce but I just write it down when my colleagues ask 😁
Tan Khuu DDS  ·  Jun 18, 2026  ·  Google
★★★★★
After working with a highly marketed CPA firm that promised personalized and proactive service but failed to deliver, making the switch to Uluru was one of the best decisions we’ve made for our business. From day one, the difference was obvious. They are incredibly responsive, genuinely caring, and always available when we need them. Rather than feeling like we’re just another client, we feel like we have trusted advisors who are invested in our success and walk alongside us every step of the way. What I appreciate most is how they make our financials easy to understand. They’re modern, analytical, and present information in a way that actually helps us make better business decisions. As business owners, especially in a dental practice, you need more than tax preparation, you need to understand your numbers. This team helps us do exactly that. The value they provide far exceeds their fees. We receive more attention, better communication, and more meaningful guidance than we ever have before. They have become an important part of our business, and I honestly can’t imagine operating without their support. This is one of those CPA firms where, IYKYK “if you know, you know”. I only wish more dentists and business owners knew about them because they are truly exceptional. We are incredibly grateful for everything they do and recommend them wholeheartedly.
Mau Nguyen  ·  Jun 18, 2026  ·  Google

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