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Stay updated on all areas of tax filings and business processes affected by COVID-19

Sound advice and sophisticated strategies inspiring you to ascend beyond your goals

What we do

Strategies to help your practice grow & thrive

Practice Management Advisory Services

Our advisory services provide precise reporting and critical analysis. We will coach you to understand the financial performance of your practice including how it compares to industry benchmarks.

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Tax Strategy Advisory Services

We will work with you throughout the year to develop and implement a customized plan with tax-saving strategies tailored to your unique situation.

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R&D Credits for Dentists

The dental industry it an entirely unique industry with unique challenges, technologies, and need for innovation. While it is unlikely that many routine dental procedures will rise to the level of qualifying for the R&D tax credit, there are certain fact patterns where it could make sense for a dentist to claim the credit.

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Bookkeeping & Payroll

Bookkeeping & payroll is the least enjoyable part of running your practice. Let us take it off your hands.

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WHO WE SERVE

Life's better when people understand your needs

Dentists

We know how to keep your practice healthy.

Oral Surgeons

Numb to the thought of accounting work? Let us handle it for you.

Orthodontists

Get back to what matters most—your patients—and leave the accounting work to us.

People

We are here to help reduce the burden of tax season.

ebook

25 tips for improving your small business during slow season

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In the Loop

Your magazine of
personal finance

From the firm: Business basics for a better life

Now that it’s mid-year, take some time to reassess your progress to date.

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How to benefit from business process outsourcing

Business process outsourcing is a cost-effective way to tackle the challenges of the talent shortage. We show you the benefits.

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Intellectual property 101

Check out this summary of IP options to help you understand how to protect your creative and branded business assets.

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Networking for the nervous

These 7 tips for networking can help you make connections that will serve you well for many years to come.

Automate to elevate your small business

Let’s take a look at three positive effects that automating selected functions can have on your business.

What are source documents…and why does my business need them?

If you’d like to understand the importance of source documents and a paper trail for a business owner, this quick primer is for you.

accountingToday 2021 Best Firms to Work For award

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