You're overpaying taxes.
We can prove it.
Most dentists hand their CPA a shoebox every April. We do something different — year-round proactive tax strategy built exclusively for dental practice owners.
Find a time that works for you
30 minutes. No obligation. We'll show you exactly what you're leaving on the table.
What proactive dental tax strategy looks like
Entity Structure Review
S-Corp elections, management companies, holding structures — we build the right architecture for your income level.
Equipment Depreciation Strategy
Bonus depreciation, Section 179, cost segregation — we time your deductions to minimize tax, not just record them.
Retirement Account Optimization
Solo 401(k), SEP IRA, defined benefit plans — the right account can shelter $100K+ per year from federal tax.
Quarterly Planning Calls
We meet before every quarter ends — not after — so there's still time to act on what we find.
Tax Prep Included
Business returns, personal returns, and any state filings — all done. No juggling multiple accountants.
Dental CFO Partnership
Tax is one piece. Our full CFO service connects your tax strategy to your practice growth, compensation, and exit plan.
I work exclusively with dental practice owners — no general business clients, no generalist advice. For 18 years I've helped dentists keep more of what they earn, build practices worth owning, and exit on their own terms.