Tax Planning

It is a common complaint that many high income earning Professionals have is the extremely high tax payments!

Is this sounds familiar?

“Every April 30th, I am shocked by the extra taxes that I must pay!
 My income tax is much too high!


To help you manage your cash flow and reduce income taxes we built pro-active tax services right into our services for owner managers and professionals.


Simply put, we make sure that April 30th is not a surprise.


Handling your income taxes is a vital component of managing your overall practice cash flow. When you think about it, the only expense category that will likely outweigh the income tax bill is staff salaries, isn’t it?

Whereas we embrace the pro-active approach of tax planning and belligerently pursue all the available tax planning prospects for our clients, we would never expose you to the undesirable risk for tax audit, and we maintain painstakingly detailed records to support our clients' position in case of such a challenge.

In precipitate, we focus in providing qualified tax expertise to only one type of client: you, the owner manager or professional. By focusing our services exclusively on the needs of the dental profession, we bring a level of practice proficiency that you may not obtain from others.

Through our specific continuing education and experience with many of owner managers, dentists, doctors, IT Professionals, we have developed many engaging tax and financial planning strategies to help you retain your hard-earned practice revenue.


We provide a full range of economical accounting services, including:

  • Financial Statement Preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • New Business Accounting System Set-up
  • Tax Return Preparation
  • Personal Financial Statements


Our CPA team has in-depth knowledge of business and accounting which allows us to provide you with opportunities to improve your small business, medical practice and dental practice.

As Chartered Professional Accountants, we are not only experts in the accounting field, but we also possess unique business expertise that only comes from serving professionals like you for many years.

We identify that our clients expect more from us than a balance sheet and income statement. To be effective, sound business decisions need to be based on accurate and timely financial information and we aim to help you stay ahead with the right information.

We know that every practice is unique, so we never assume a single approach. In its place, we help dentists, doctors, owner managers determine his/her individual practice and business needs, so that we can present your personalized financial information in an understandable manner. With us, you can rest assured that you will know exactly where you are, so you can get to where you want to be.

Contact us today for a free consultation.