Where Dental Practice Owners Maximize Profits and Pay Less Taxes
We’ll save you more in taxes than our fee, while giving you full financial clarity
Our Practice Owner
Optimization Approach:
Annual Tax Preparation
With your strategy fully implemented throughout the year, your return becomes a confirmation of the plan. 1 personal return + 1 business entity return.
Quarterly Estimated Taxes
We will review your quarterly estimated tax payments and suggest the correct amount to pay to avoid IRS underpayment interest and penalties.
Quarterly Tax Strategy Meetings
We create a detailed report projecting your tax liability so you know where you stand which allows us to course-correct early-before year-end.
Financial Review Meetings
A financial review meeting is a periodic check-in to assess a client’s financial health, discuss performance, and plan for upcoming goals. It ensures alignment on tax strategy, cash flow, and future financial decisions.
Bookeeping
Bookkeeping is the foundation of every smart tax plan. By keeping your dental practice’s books accurate and up to date, we uncover tax savings opportunities and give you clarity on your true profitability.
Ideal Client Profile
At DentalTax, we specialize in serving dentists who are serious about growth, simplicity, and strategy. Our best-fit clients share these key traits:
New Practice Owners
You’ve recently taken the leap into ownership. We exclusively serve dentists who are new to business ownership, either just opened their first
practice or purchased one within the last 24 months.
One Practice, One Vision
You currently own one dental practice as a solo owner and want to build a strong financial
foundation before expanding. We help you create scalable systems so you’re ready when growth opportunities come.
Growth-Oriented
You’re focused on growth, not just survival. Our clients want to increase profits, build wealth, and make smarter tax decisions not just file returns.
Coachable
You’re open to guidance and ready to follow proven strategies. You value advice and want to work with experts who push you toward better results.
Responsive & Engaged
We believe great partnerships run both ways. We ask that clients respond within 48 hours to communications from our team (exceptions for
vacations and emergencies are always respected). Timely responses keep your finances accurate and your strategy proactive.
Values Aligned
You care about integrity, clarity, and long-term success. We work best with dentists who see their CPA as a strategic partner, not just a tax preparer. Together, we build sustainable wealth rooted in transparency, smart planning, and shared values.
How We Help
Individual Tax Preparation
Personalized tax preparation designed for dentists and their families. We ensure accurate filings, maximize deductions, and reduce your tax burden with proactive planning throughout the year.
Business Tax Preparation
Comprehensive tax support for dental practice owners. We prepare and file business returns with precision, ensuring compliance while capturing every eligible credit, deduction, and tax-saving opportunity.
Monthly Bookkeeping & Financial Reports
Dedicated bookkeeping built for dental practices. We categorize transactions, reconcile accounts, and deliver clean monthly financials so you can see profitability, cash flow, and KPI insights in real time.
IRS & State Letter Support
We handle IRS and state notices on your behalf — reviewing, responding, and advising you every step of the way. Focus on patient care while we manage tax authority communication and resolution.
Financial Review Meetings
Routine financial meetings designed to help you understand your numbers, review performance, and stay ahead of profit, cash flow, and tax expectations — without surprises.
Tax Planning Meetings
Strategic tax planning tailored to dentists. We evaluate your practice, income, and goals to implement legal tax-saving strategies and ensure