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.
- 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.