CPA, Tax Consultant, & Tax Planning for Dentists
As a Certified Tax Coach™, I belong to a select group of practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies in order to become, as well as remain, certified. With this organization I have co-authored an Amazon best seller, Secrets of a Tax Free Life.
In addition to tax planning, my practice offers traditional tax services as well as off site CFO services. With my dedicated and passionate team we are able to provide daily guidance and advice to business clients. Our efficiency is embedded in our team concept. Our clients include, but are not limited to, Medical Professionals, Clothing Sourcing Businesses and Commercial Electrical Companies.
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Small Business Accounting
We take care of your books for you, so you can get back to the job of running your business. As a small business owner you have more important things to do than to keep your own books.
CFO Services
The cost of hiring a full-time CFO can range from $100,000-$250,000 per year plus bonuses & benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.
Tax Planning
Looking for a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes? We have three levels of strategic tax plans designed to meet the various needs of our clients.
Tax Preparation
We will show you potential deductions to limit your tax liability for next year and give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.
