We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!
At Core Advisors, you have one team, one contact, and one strategy for your practice & personal finances.
At Core Advisors, you’ve got one team handling it all: taxes, accounting, payroll, and wealth planning, built specifically for dentists.
Hate QuickBooks? Wish someone else just handled it? We manage your books, monthly reports, and compliance so you can stop worrying about it, and actually understand your numbers.
From PTO to payroll tax, we’ve got it handled. You won’t have to lift a finger or worry if it’s done right.
No generic tax prep here. We build smart, legal strategies to help high-earning dentists keep more of what they make.
We help you build a dental practice you’re proud of. From KPI setting to financial projections, budgeting, and revenue strategies, our consultant dentist team and dental CFO services look ahead for you, maximizing profitability and growth.
While you’re busy running your practice, our team of consultant dentists and dental CFOs is busy planning for life after it. We ensure your dentist retirement plan, investments, debt management, and dental transitions are structured and thriving.
Never worry about the future with Core Advisors. Our team of dental CPAs, financial planners, and dental consultants ensures your retirement plans and investments are well-balanced to match your risk and growth needs. With our decades of wealth management expertise, we help secure your financial future so you can focus on running your practice.
Traditionally, as a dentist, you act as the quarterback of your personal and business finances. You’re juggling multiple people, firms, and decisions — from bookkeeping for dentists, accounting for dentists, and payroll to property taxes, debt management, investment strategies, and dentist retirement plans. Add in budgeting & forecasting, acquisition planning, and personal financial planning, and it’s easy to see why many turn to a trusted dental CPA, financial planner, dentist, or dental CFO to bring it all together.
At Core Advisors, we set out to change that. Our dental accountants handle everything for you under one roof. From bookkeeping and tax strategy, onto financial planning and debt management, we bring your finances full circle. You’ll never have to stress about whether or not you’re making the best financial decisions for yourself, or if your growth plans aren’t on track. That sits with our experts now.
Are your business & personal finances handled by different people? Even separate firms? We bring everything under one roof to maximize your dental practice & personal wealth, together.
At Core Advisors, we’ve been helping dentists for more than twenty years. You can count on our experienced, dedicated team of dental CPAs to support you in every facet of your finances.
Different strategies across your taxes, practice, and retirement can leave a lot of money on the table. We make sure every financial decision for your dental practice benefits your personal wealth, and vice versa.
We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!
Thomas and Katie and the staff are top-notch. We couldn’t ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they’re just great people. Also, they are fun to meet with. You enjoy sitting down with them. I’m not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you.
I have found the owner and staff of Core Advisors to be fantastic. They are knowledgeable, organized, considerate and take the time to help you understand what is happening with your investments. I would highly recommend!
Core Advisors is wonderful to work with. Everyone there is knowledgeable, timely and always willing to help. I can’t recommend them enough!
Great organization! Efficient from top to bottom!
We have been extremely pleased with Core Advisors as our financial planner, and tax advisor. Always 3 steps ahead and questions answered before we can ask. Everything is tailored to level of risk and reward, no cookie cut plans here.
Is it time to try a new way of handling your dental tax, accounting & personal wealth? Book a call with one of our team members to get started:
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