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simplified + streamlined

Tax Planning & Preparation

Can you relate to any of this?

You never really know if your paying yourself the correct amount. 

You don't understand why you're paying so much in taxes.

You want more insight into your profits and a CPA that will dedicate time to do proper tax planning with you.

You have no tax strategy in place that's saving you more of what you earn.

You're tired of getting unexpected tax bills in the mail and paying large sums of money at one time.

You're not sure whether you are taking advantage of all the available tax deductions. 

A tax strategy can make all the difference for your business.

Simply put, taxes are complicated. The more money you have coming in, the more you need someone on your side to handle all the moving parts. Every quarter, we meet with you to develop a strategic and personalized tax plan that will benefit both your business and personal taxes. You'll never overpay taxes again.

Free Consultation

How We Help

  Tax Planning + Strategy

During our ongoing meetings, we'll discuss what salary you should pay yourself and why, and determine your quarterly estimated tax payments.

We take an up close and personal look at your business to build out a tax strategy that will minimize your tax bill and maximize your profits.

Our tax strategy considers not only your business taxes, but also your personal taxes, encompassing you're complete financial picture.

We stay current on the tax law and advise on the best tax savings strategies for Doctors to save you and your family money.

  Timely and Accurate Tax Preparation

We prepare and file all the necessary tax forms to make sure you're in compliance with the tax laws.

Business and Personal Tax Returns

Sales Tax Returns

Payroll Tax Returns

Advantages To Working With Us

Value-Added Services


By catering to the financial needs of dentists and doctors, we know the ins and outs of accounting for your practice. Your financials and tax returns will have less errors and be more accurate.


We understand technology and its power to save you time and money. Our service to you is streamlined through the use of modern online business tools and services.


We analyze your complete financial picture so you keep more of what you earn and gain financial independence.

Who We Help

Dentists and Doctors that own their practice that need streamlined support and planning advice to achieve financial independence.

Dentists and Doctors that are starting their own practice and need assistance with filings and set up.

Dentists and Doctors that independent contractors that need tax planning and preparation.