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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.

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Multichannel marketing for your small business

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In the Loop

Your magazine of
personal finance

From the firm: Fall is here...and so is opportunity

Fall is here and so are the opportunities to expand your horizons.

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FAQs: Multichannel marketing for small businesses

Here’s a primer on a marketing strategy you may have been nervous about trying (spoiler: don’t be).

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Boost your business with social media

Use these tips to step up your business’s social media game.

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QuickReads

Let's talk business

How to 'talk to the channel' in multichannel marketing

Multichannel marketing may sound like the latest buzzword, but it’s actually a strategy that makes sense, given all the choices your existing and pote...

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How an accountant can help your small business succeed

If you’d like to free up your time to concentrate on growing your small business, find out how we can assist you with advisory services that can give...

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