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Customized Tax and Business Planning

Take the first step towards reaching financial independence—learn more about our comprehensive one-on-one consulting program now.


Our Team

Experienced advisors ready to partner in your success

Uncertain about the future of your finances? Are you behind in saving for retirement? Reeling from the impact of COVID-19?

We can help. Our guidance, expertise, and support amid the chaos of today will provide you with peace of mind, allowing you to focus on your patients and your family.

Let us help you develop a well-designed gameplan to successfully navigate these turbulent times.

"I want to thank John McGill and Brad Kucharo for all that they have done for me. The advice that they give is second to none. The attention to detail and knowledge they provide is extraordinary. I have been a client for over 5 years and will continue to be one for many years to come!"

Dr. Justin Hannon, Orthodontist

Failing to plan can cost you hundreds of thousands of dollars over the course of your career.  Having a comprehensive roadmap and decisive written plan of action is key.

Your all-inclusive tax and business planning program is backed by our unconditional money-back guarantee and is designed to:

Immediately help you with COVID-19 planning (maximize PPP loan forgiveness and related tax benefits), as well as with cash flow consulting to meet your short-term needs

Maximize personal and practice tax savings

Amplify tax-deductible retirement savings

Establish an action plan to reduce/eliminate personal and practice debt

Improve practice profitability (fees structuring, marketing strategies, and overhead control)

Fund your children's educational expenses on a tax-deductible basis

Implement proper insurance coverage

Establish asset protection and estate planning strategies to protect your family

You'll also receive follow up, as needed, throughout your year of service.

Partner with us today. We have unparalleled expertise and experience working with dentists and specialists and will create a personalized plan for you, allowing you to rest easy today, while ensuring your financial security for tomorrow.


Ready to get started? Contact Janet Blair today.

 
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NEWS/ALERTS

Coronavirus Resource Center for Dentists and Specialists

Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.

Go To COVID-19 Resources