What We Do
Bookkeeping, Taxes, and Payroll…Supercharged.
Accountants have a reputation of being slow, reactive, and anything but strategic.
We’re working hard to be the exact opposite.
Tax Strategy & Compliance
We handle the details so you can focus on your patients:
- Custom Tax Planning: Maximize deductions and minimize liabilities, from equipment write-offs to retirement contributions.
- Tax Preparation & Filing: Federal, state, and local taxes—handled with dental-specific expertise.
- IRS Representation: Got a notice? We’ll deal with it so you don’t have to.
Practice Growth & Transition Support
Whether you’re buying, selling, or scaling your practice, we’ve got you covered:
- Practice Valuation: Know exactly what your practice is worth.
- Startup Consulting: Financial modeling, loan acquisition, and budgeting for new practices.
- Ownership Transition Guidance: Strategies for selling, bringing on associates, or merging practices.
Strategic Financial Planning
Your practice is a key asset. Let’s make it work harder for you:
- Debt Reduction Strategies: Tackle student loans and practice financing with a clear plan.
- Cash Flow Optimization: Ensure there’s always enough for payroll, expenses, and growth.
- Retirement Planning: Set up 401(k)s, IRAs, or defined benefit plans tailored to your needs.
Tax-Smart Practice Purchases & Investments
Making big moves? We’ll make sure they’re smart ones:
- Equipment Purchase Consulting: Maximize Section 179 and other write-offs for new equipment.
- Loan Structuring & Refinancing: Get the best terms for your practice or real estate investments.
- Cost Segregation Studies: Unlock hidden tax savings for real estate owners.
Who We Serve
Associate Doctors
Just because you don’t own a practice doesn’t mean you don’t have important tax and financial decisions to make today. Our solutions will ensure you don’t make any missteps no matter where you are in your dental career.
Practice Acquisitions
Buying a practice is a big decision. Don’t carry that weight alone. We have seen hundreds of practice acquisitions and know how to help guide you through the financial and emotional challenges that come with becoming a practice owner.
Practice Owners
Being a practice owner requires you to juggle many things at once. Our team of tax and accounting experts help ensure you are doing everything you can to reduce taxes and are running a financially healthy practice.