Dental CPA and Tax Planning

At Cerebral, we specialize in dental accounting services and strategic tax planning for dentists. We pride ourselves on the savings we offer our clients on their taxes, so we guarantee we will return double the investment you make on the tax plan design.

There is no reason to work with us if we can’t save you money!

Dental Accounting Services

  • Strategic Tax Planning for Dentists
  • 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.

Why Choose Cerebral Tax Advisors?

Dental CPA

We specialize in tax planning for dentists and health professionals and we´ve been assisting our clients become tax efficient for over 20 years.

Return On Investment

We pride ourselves on being able to save our clients money. We guarantee we will 2x your investment in the design of your tax plan.

Audit avoidance

We only recommend tax strategies that are court-tested and IRS approved. We’re confident in our abilities and feel comfortable defending our strategies.

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)

Our clients see an average 100%-250% return on investment in tax planning

Ready to Book Your Session?

After answering a few questions, please choose a date and time to schedule a free Tax Discovery Session. Your answers will help us be better prepared for our first meeting. It takes only 2 minutes to complete this process.