Dental CPA and Tax Planning
At Cerebral, we specialize in dental accounting services, strategic tax planning, and implementation for dentists. We are the only premium firm that personally handles the execution and guarantees at least 2x your tax plan investment in savings.
Find out how much you can save. We’ll implement it for you.
Dental Accounting Services
- Strategic Tax Planning for Dentists
Tax Implementation & Execution (We don’t just plan, we do the work). - Bookkeeping for Dental Practices
- Tax Preparation
- IRS/State Audit Representation
- Quickbooks Online Consulting
- Wealth Building & Financial Independence
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Why is it important to have a Dental CPA?
No one wants to pay more in taxes than they legally have to, and dentists are no different. There are a variety of strategies you can use to minimize your tax liability as much as possible, and the right approach for you will depend on your individual circumstances.
Many dentists and dental practices are not aware of the advanced tax-reduction strategies that could save them a lot of money, and, unfortunately, many financial and estate planning professionals don’t take advantage of strategies that could save their clients a ton of money. Knowing about the various tax-reductions that can be achieved through owning a dental practice, utilizing trusts, and taking advantage of asset transfer strategies are just a few examples of the many advanced tax strategies that can help dentists keep more of their hard-earned money.
We believe that tax planning shouldn’t only happen when you’re completing your annual tax return. By making smart decisions throughout the year, like designating deductions as they occur, and taking into account any equipment and tools that were purchased throughout the year, you can significantly reduce your tax liability and put more money back in your pocket.
By being proactive and working with a dental CPA who understands the dental industry and can help you take advantage of tax-reductions, you can increase your savings and keep more of your money in your own pocket.
But proactive planning isn’t enough. You need a tax advisor who bridges the gap between a high-level plan and actual expert execution. We don’t just tell you what to do; we file the elections, registrations, and verify the results so you don’t miss a single deduction.
Why Choose Cerebral Tax Advisors?
Dental CPA
We specialize in tax planning for dentists and healthcare professionals. For over 20 years, we’ve helped clients become more tax efficient by addressing the unique challenges of their income mix (W-2 wages, 1099 income, and practice ownership). While most generalists overlook this complexity, we focus on it. And by keeping our client base intentionally small, we ensure every strategy is executed with precision.
Implementation First
We don’t just design the plan; we own the execution. We file your elections, handle registrations, ensure strategies are executed properly, and verify the results ourselves so you don’t miss a single deduction. On top of that, you get direct calendar access to your dedicated senior tax person, never a junior generalist.
Audit-Ready & Unbiased
We are tax advisors, not product salespeople. We accept no commissions or kickbacks for the strategies we recommend. To make sure your tax savings are permanent, our “Audit-Ready by Design” workflow standardizes your bookkeeping so every deduction is well-documented and defensible.
2x Tax Savings Guarantee
We guarantee to identify at least 2x your plan investment in first-year tax savings based solely on tax code strategies. If we can’t find it, we refund your payment.
For example, with an investment of $10,000, you’re guaranteed a minimum of $20,000 in annual tax savings, or you get the tax plan for free.
There is no reason to work with us if we can’t save you money!
New to Cerebral? Click here to learn how we work
What Do Our Clients Say About Us?
“It’s been great working with Alexis. I’ve worked with multiple accountants during my career and wanted to go with Cerebral to make sure that I had the best strategies for minimizing taxes in place. I feel confident that Alexis and her team are experts in their field. I’ve saved significant money by following Cerebral’s recommendations. I appreciate knowing that Alexis and her family are in the same position as many dentists as high-income small business owners. She treats my business the same way she treats her own business”
Jonathan Collins, DDS | Integrity Dental (Lincoln, CA)
Alexis designed a tax plan for me that was both strategic and simple. I have worked with other dental CPAs in the past and received cookie-cutter services with standardized thought processes. From the first discovery meeting, Alexis offered creative ideas and a personalized plan specific for my situation. Between W2 and 1099 incomes in multiple states, the Cerebral plan have helped me simplify and reduce my taxes. Her strategies pay for themselves. As an Oral & Maxillofacial surgeon, I appreciate Alexis’ unique perspective and understanding of the dental and medical provider. As the spouse of a physician, she has first hand knowledge of the specific tax challenges that we face and crafted the best strategies for medical & dental professionals. Communication with the Cerebral team is excellent. The team responds quickly and the Cerebral portal is simple, secure, and efficient. It makes communication with Alexis and her team a breeze. Alexis and her team at Cerebral have been game-changers for me!
Wm. Randall Cone Jr, DMD, Oral & Maxillofacial Surgery (Brentwood, TN)
While we guarantee 2x, our clients historically see an average of 4.5x savings on their tax plan fee.
Schedule a Free Tax Discovery Session
After answering a few questions, please choose a date and time for the meeting. Your answers will help us be better prepared to analyze your situation.
During this virtual meeting, we’ll take some time to get to know each other.
We’ll discuss:
- Your unique scenario
- How we are different from other tax professionals
- How our 2x guarantee works
- Our pricing and next steps
- Any questions or concerns you may have
Ready to Schedule? Fill out the form ➟
Note: To honor our 2X guarantee, our clients must earn a minimum of $400,000 in taxable income annually and own a business earning $50,000 or more as an independent contractor. For those without a business but earning $400,000 or more in taxable income annually, we offer an Investor Package, which is popular among medical professionals with high W-2s who also invest in real estate and other investments.