Our Firm
Located in Kirkland, Washington, we act as a chief financial officer (CFO) for your dental practice and as a personal wealth manager for your personal financial life. At our core is a CPA firm focused exclusively on the goals and concerns of dentists and dental specialists.

The Dentist's Advisor

We consider our accounting services to be the antithesis of your typical CPA firm. We go beyond a transactional tax return and focus on proactively advising, planning and consulting to leave more money in your pocket and out of the IRS. We help you manage your overhead and ensure practice profitability while consistently monitoring progress to help you improve your business.


The Dentist's Wealth Advisor

Toward the end stage of your career, you should imagine the peace of mind you will have attained when the right plan is in place, your future and your loved ones are secure, and you are ready, or soon to be ready, to move on to the next stage of attaining your lifelong goals. All that is required is to create and implement a proper wealth management plan and maintain the basic discipline to follow it through.


Transitions Done Right

We have access to deep dental financial expertise and experience including dental CPA's, tax planners, valuation and comprehensive personal financial planning. We bring all of our tools and experience to bear to achieve your desired transition and through tax and other planning, leave more of your hard earned value in your pocket.

Planning, Leadership, Results, Tax Efficiency.



The Dental Group, LLC
5808 Lake Washington Blvd #101 Kirkland, WA 98033

 

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