Medical and Dental Professionals

Because we are experienced with the common issues and challenges doctors, dentists, veterinarians and other healthcare providers deal with on a day-to-day basis, we are able to provide beneficial advice and implementation of solutions in the area of practice management. In addition, we provide a wide variety of individualized wealth management services including financial planning, succession planning, estate planning and retirement planning.

Services include:

  • All business and individual tax planning and preparation services.
  • Bookkeeping services.
  • Financial statements.
  • Practice management advisory services.
  • IRS problem resolution.
  • Life insurance advisory services.
  • Wealth management services.
  • And much more.