Find the Right Medical and Dental Accountant

ProfitWise CPA is committed to delivering exceptional dental CPA services to our valued clients. Understanding the demands of running a practice, ProfitWise CPA goes the extra mile to manage your financial needs, allowing you to focus on providing quality dental care to your patients.

Strategic tax planning is at the core of what we do. We take the time to craft a specific plan to meet the needs of your situation and to make sure you have the ability to take advantage of the latest tax planning strategies.

With our extensive experience in supporting various practice models and guiding new associates, we are well-versed in the unique requirements of dental care CPAs. Our team stays abreast of the latest tax law changes to keep our clients informed and compliant.

Operating with professionalism and a commitment to excellence, we extend our top-notch services to clients nationwide. Our dedication to providing outstanding client service motivates us, and we look forward to assisting you in achieving success in your practice.

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Dentistry Services

New Doctor Services

  • Explanation of Different Compensation Structures
  • Tax Planning for different compensation structures
  • Expense Deduction
  • Financial Goal Review
  • Debt Management & Reduction Planning
  • Retirement Plan Review and Strategy

New Practice Purchase or Startup Services

  • Entity Selection
  • Depreciation Strategies
  • Real Estate Strategies
  • Practice Accounting
  • Tax Planning Strategies
  • Financial Statement Reviews

Established Practice Services

  • Tax Strategies
  • Accounting
  • Benchmarking
  • Doctor Tax Planning
  • Retirement Plan Design Consulting
  • Personal Financial Plan
  • Growth Goal Setting

Multiple Practice Acquisition

  • Multiple Entity Structure
  • Multiple Doctor Tax Scenarios
  • Real Estate Review and Strategy

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Frequently Asked Questions

What makes ProfitWise CPA a good choice for my Dental Firm to work with?

We have been working very closely with Dental Owners of all practice sizes and specialties since our inception. This has given us a unique perspective to add value in a way other firms can’t.

A lot of people claim to work closely with Dentists. What separates ProfitWise CPA from other CPA firms?

Our approach is to make sure that you have the facts you need to make the best decisions for your dental practice. Too many times we see other Tax Advisors who are not informing their clients of various tax planning opportunities. We are continuously working with our clients throughout the year to make sure you are taking advantage of all tax strategies available to you.

How does your pricing work for your dental clients?

The majority of our dental clients enjoy everything that comes with our various service packages. Depending on an individual dental practice’s needs, we offer services at varying price points. Dental practice owners can be confident that they are receiving a comprehensive plan that covers everything a dentist will need to run their firm effectively and efficiently.

I’m currently working with another Tax Advisor. What does a transition to your services look like?

After you agree to work with us, we would then begin the transition process. The transition process of your accounting needs typically takes one month depending on a few factors like payroll. Once we get the necessary tax information, we will then begin to do our analysis of your current situation and how it aligns with your goals. Then we will begin our implementation of your plan. The implementation usually involves one tax season. The total time it takes to getting everything in place and running smoothly is one year.

What is the first step to becoming a client?

The first step to becoming a valued ProfitWise client is to fill out the contact information on our contact page. We will then schedule an initial discovery meeting.

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