Proactive Tax Planning for Dental Practice Owners
We help profitable dentists keep more of what they earn with smart entity structure, clean books, and year-round strategy.
As dental practices grow, small inefficiencies can turn into unnecessary tax costs—often without obvious warning signs.
You may be affected if:
Your income has increased, but your tax bill rises faster than expected
Your books are “fine” but decisions feel unclear
You’re taking distributions without a strategy
You invest in equipment without confidence in deduction timing
Our Core Services
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Tax Planning
Quarterly strategy to reduce taxes, not just report them.
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Bookkeeping Cleanup + Monthly
Clean financials you can trust—so taxes and decisions stop being guesswork.
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Tax Preparation
Accurate, compliant tax filings that keep you in good standing and aligned with your overall tax strategy.
Our Simple 6-Step Process
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Step 1 — Schedule an Introductory Call
Start by booking a brief call to discuss your situation, goals, and where you are in your ownership journey.
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Step 2 — Complete a Short Questionnaire
Answer a few targeted questions so we understand your entity, income, payroll, and upcoming decisions before reviewing documents.
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Step 3 — Secure Document Upload
Upload key documents through our secure portal—no email attachments, no back-and-forth.
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Step 4 — Initial Review & Analysis
We review your information to identify tax risks, missed opportunities, and structural issues.
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Step 5 — Discovery & Strategy Call
We walk through findings, explain options clearly, and outline potential tax-saving strategies and next steps.
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Step 6 — Decide If We’re a Fit
You decide whether to move forward. No pressure—just clarity and a clear recommendation.
Schedule a Free Introductory Call
This call helps us understand your current situation, goals, and whether our advisory approach is the right fit for your business.
No tax advice is provided in this call.
