Overview We believe the greatest value is achieved for our clients through a comprehensive approach to practice and personal finances. The synergy achieved via dovetailing practice cash flow and long-term funding goals integrated with advanced tax planning is profound for dentists and specialists who believe that planning, implementation and monitoring are crucial to long-term financial success and quality of life.   Practice   We approach our role as that of a chief financial officer (CFO) for your practice. We provide hands on assistance and advice to increase profitability and improve financial management so that you can focus on being the best possible dentist and providing a high quality patient experience. The goal: Increase your income and improve your quality of life.   Advanced Tax Planning   You can earn it, but if you cannot keep it, what is the value? We coach our clients in tax management and assertive income tax planning designed to optimize after tax income throughout the year. Optimizing income tax deductions, choosing the most effective retirement plan, tax leveraging investments into your practice are all part of an ongoing process.   Financial Planning, Investment Management and Wealth Management Services   Integrating your practice cash flow planning with your long-term financial funding goals overlaid by advanced tax planning is the starting point to comprehensive personal financial planning. The mission of our wholly owned sister firm Dental Wealth Advisors LLC is to help successful dentists and specialists make smart, long term decisions about money and its management. Dental Wealth Advisors LLC is a Registered Investment Advisory.   Core CPA Services   Underlying our advisory services is a core group of talented CPA’s, accountants and paraprofessionals who produce all of the necessary tax filings, income tax projections, and analysis reports for you and your practice. Our core services group works closely with your bookkeeper and administrative staff to generate timely and accurate reports and provide hands-on training where needed.