Tax Planning and Tax Preparation for Dental Practices

Do you feel like you are paying too much in taxes?

Unable to meet with your accountant to build a tax strategy that is personalized for you and your needs?

Have questions about what tax deductions and credits you qualify for and want to be able to email your tax advisor with a timely response?

Don’t want to get a surprise tax bill with penalties and interest?

Our Dental Tax Advisory Package may be the solution you need to reduce your tax burden.

Our package includes

  • Fixed Flat Fee
  • Unlimited Email and Phone Support 
  • Tax Planning Meeting with Practice Owner
  • Estimated Tax on Practice Income Reviewed Quarterly
  • Owner Salary Estimations for S Corporations

On average practice owners save $30,000 to $50,000.

Case Study

For example, Dr Ethan was able to simultaneously save $307,000 in taxes through 3 advanced tax reduction strategies AND add an $1,200,000 practice along with the building to his portfolio.

His tax savings basically funded the acquisition of his next practice along with the real estate!

He’s sleeping much better now knowing that he is building his retirement instead of paying the IRS

See what other dentists say about our Tax Planning Services

Tri Trinh

Highly recommended Omar, Rene and the rest of the team. They were extremely knowledgeable and professional. Their tax planning strategies is amazing and save me a lot of money. Everyone is very responsive and very patient with me. They always answered all my questions. I will recommend to my other colleagues.

Want to read more reviews?

Click here to visit our Google Page with over 140 5 star reviews from clients across the country.


Want to grow your practice with goals and Dental KPI’s (Key Performance Indicators)?

Take a look at our Profit Coaching for Dental Practices Package.

Book Your Strategy Session