Dental Accounting, Tax & Advisory Services

Dental Tax & Advisory

Running a dental practice presents real opportunity—and increasing financial complexity, especially when managing tax obligations, growth strategies, and long-term planning.

Whether you’re launching a new office, expanding locations, hiring associates, or preparing for sale, we help you stay compliant, reduce tax exposure, and protect your personal and practice wealth.

From detailed financial reporting to strategic planning and practice valuation, we bring clarity to the financial side of dentistry—so you can focus on patient care with confidence.

Launching a Dental Practice

Comprehensive guidance through entity formation, practice acquisition, loan structuring, and operational setup to help dental professionals establish a successful and compliant practice from day one.

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Growing a Dental Practice

Strategic advisory to improve financial performance and operational efficiency, including tax planning, fee structure analysis, investment strategy, and long-term financial planning tailored to dental practices.

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Succession Planning

Customized planning for retirement or practice transition, including practice valuations, investment portfolio management, retirement income strategies, and risk diversification.

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Dental Practice Acquisitions

Thorough financial and operational due diligence—assessing practice value, reviewing financial statements, forecasting cash flow, and negotiating favorable loan terms.

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Outsourced Accounting

Full-service accounting and financial management designed for dental practices—freeing you up to focus on patient care while we handle everything from bookkeeping to financial reporting.

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