We uncomplicate tax services for dentists

Proactive tax strategy. Maximum tax savings. Confident tax filing.

Tax filing is different with Core Advisors. We work year-round to reduce the amount of money you owe so that there are no surprises at tax time.

No more surprises at tax time

Dental taxes don't have to be stressful. We take care of your personal and practice taxes and ensure you get every deduction you deserve.

We live & breathe dental taxes

We know the dental industry tax codes & regulations like the back of hand. We've been doing this for over 20 years and can assure that you'll get every deduction you deserve.  

Our tax strategy is proactive

Tax savings never actually start at tax time. We work around-the-clock year round to ensure that you are maximizing your tax savings throughout the year.

You save $40,000 in tax savings

New clients who come to us save an average $40,000 in tax savings every year. Why? We pick up things that general accountants simply don't know to look for.

Start with a personal & business tax analysis

At Core Advisors, we prioritize the success of both the dental practice and its owner(s). Every client who comes to us starts out with a personal and business tax analysis, so we can see what you have filed previously and how we can maximize your savings moving forward. Typically, there are things that we pick up in our initial analysis that can save you thousands of dollars right off the bat.

Make goal-based & “what if” projections for planning

The next step is to make goal-based "what if" projections across your personal and business finances. We'll plan for best and worst case scenarios, and make sure you are maximizing the tax credits & deductions in both areas.

Work throughout the year to minimize your taxes

At Core Advisors, we're deeply involved in your business all year round, not just during tax season. From monthly bookkeeping to debt management and financial planning, we're there every step of the way, getting to know your business inside out. With a focus on both your business and personal finances, we take the right actions throughout the year to ensure you pay the least amount of tax as legally possible.

Sit back & relax during tax season

Imagine a stress-free tax season. With Core Advisors, you can sit back, relax, and trust that our team has your back. From year-round strategic tax planning to meticulous tax preparation and timely filing, rest assured that your taxes will be handled accurately and promptly, every time.

What to expect with our dental tax services

At Core Advisors, strategic tax planning is an ongoing process, not a one-time event. We meticulously assess your tax situation to provide accurate projections and maximize your savings. Our comprehensive approach covers:

Analysis

Projections

Strategy

Implement

Monitor

Review

Just a few of our happy clients

Laura Alexandra
Dentist
Laura Alexandra
Dentist
Laura Alexandra
Dentist
Laura Alexandra
Dentist

Have a better dental tax experience

How will a stress-free tax season feel? At Core Advisors, we help dentists like you limit their tax liability and enjoy a relaxed tax season. Make the switch today.

We handle more than just dental taxes

Monthly Bookkeeping
Monthly Payroll
Wealth Management
Retirement Planning

We're more than a dental accountant.
We're a financial partner.

Is it time to try a new way of handling your dental accounting & personal wealth? Book a call with one of our team members to get started: