We understand the challenges new dentists face. With massive student loans, rising interest rates, and a competitive work enviroment, it can feel intimidating to enter the workforce and look at the road ahead. Despite the opstacles, we feel optimistic about the future of dentistry, and we want to help you navigate the road ahead. Regardless of how new your DDS or DMD label may be, we have a service for you.
Student-Debt Analysis Debt vs. Invest Plan Tax Preparation Tax Planning & Strategy
Student-Debt Analysis Debt vs. Invest Plan Tax Preparation Tax Planning & Strategy Personal Budgeting QuickBooks Subscription Practice Acquisition Planning Practice Analysis Business Training *Restrictions Apply
The technology around accounting has changed dramatically over the last several years. Your day to day accounting should be painfree and affordable. There is no reason you cannot expect timely financial statements in a format you can understand.
Easy to Understand
Don't have a degree in accounting? Don't worry. We have you covered. Our financial reports are simple to understand and we walk you through the things you need to know.
Get Financial Statements Fast
If you don't get your financial statements within 15 days of the month-end, you get your money back.
We can do everything for you. No need to send files, slave over data entry, or entrust your Office Manager with the details. We do it all.
No papers needed...ever
Tax season is every season. We do everything we can to file your tax return on time (no extensions) and then work throughout the year to plan and strategize for next years’ taxes. In the fall of each year, you should have a good idea about what you will owe (or not owe) come April of the following year.
We hate it when our clients go on extension. Each year, less than 10% of our clients go on extension.
Let's attack your taxes and find the best strategy to minimize your tax liability.
Lets get ready for next year. The sooner we estimate next years taxes, the sooner we can get ready. There's no reason you can't plan ahead.
Looking at buying a practice. We know what you need to know before you jump in to buying a practice.
Practice Integrated Wealth Management
Do you have a financial goal you want to reach? Buying a house, getting out of debt, etc... We can help incorporate your practice goals with your personal goals.
When are you going to retire? How much money do you need? We can help.
Should you refi? Can you qualify for debt forgiveness? Should I invest my money or pay down debt?