Our accounting experience and knowledge within the dental and medical field gives us the insight that other CPA firms do not. Our Dental and Medical clients know that it is important to have a CPA firm that understands their profession. We have over a decade of experience helping Dentists and Physicians to be successful by primarily focusing on understanding your business operations. We have viewed thousands of financial statements and have become very familiar with the expenses and classifications. By knowing what to look for, we can help reduce your taxes and audit risk.

Dental and Medical Practitioners have relied on us for support and guidance. There is a wide variety of services we offer to our clients. Not only do we provide dental and medical accounting and tax services, our professionals have experience in tax planning, practice purchase and sales, consulting, and we also offer litigation support and forensic accounting. We review your financial strength, help you restructure if needed, and create a financial plan that increases your financial strength, practice profitability and your personal wealth.

We believe in proactive accounting and becoming part of the clients’ team. We accomplish this by having a fixed rate, having constant communication and a close personal relationship with our clients.

We would like to invite you in for a complimentary check up.

Have you asked yourself the following questions?

  • How can I legally reduce my tax liability?
  • I can’t work as much as before, what are my options?
  • If I’m ready to sell, what do I need to know to help maximize the value of my practice?
  • Can I make more money without working harder?
  • Am I being overcharged for fees and commissions for my 401(k) plan? Should I have one for my staff?
  • Is the profitability of my practice at its full potential?
  • How does my practice measure up to others in my area?
  • Is my retirement plan on track/sufficient?
  • What is the value of my practice?
  • How can I maximize my practice cash flow?
  • Should I minimize my personal practice income to pay fewer taxes or maximize it for retirement purposes?
  • Should I lease or buy a commercial building?
  • Is my retirement plan on track/sufficient?
  • Should I take advantage of certain tax deductions? What are the implications?

We have encountered all these questions and more. We have successfully helped all of our dental and medical clients with these concerns and helped them focus on other more important matters, like their family and friends. We invite you for a free consultation and a complimentary practice valuation.