Dentist Office


We have worked with hundreds of medical professionals, including but not limited to Physicians, Dentists, Pharmacists, Chiropractors and, Nurse Practitioners who own their practices. 


We find Medical Professionals to be very good candidates for tax planning because of their high earnings and eagerness to put strategies in place to not only reduce their tax liability (allowing them to reinvest more in the business or purchase that dream home) but to optimize asset protection, especially when they own the commercial real estate where their business operates from. 


Medical Professionals understand the need to be proactive business owners, especially after the differences between tax return preparation and tax planning have been articulated. 

If you want to keep more of what you make, we encourage you to schedule a Strategy Session with us at your convenience. We are flexible and able to work with your schedule.  If there is no available time that best fits your needs, please email: or give us a call.

Going Through The Year Without a Tax Plan is Like Driving A Car With No Destination.

Chae Dobson, Esq.

            TAX PLANNING

Tax Planning is all-encompassing and doesn't ONLY mean lowering your tax bill (although that is a major benefit).  Tax planning reviews all aspects of your personal and business facts and circumstances, focusing on these main areas:

  • Tax Reduction Strategies

  • Retirement

  • Healthcare

  • Tax-Advantaged Employee Benefits

  • Income Shifting

  • Business Activity Grouping

  • Business Exit Strategies

  • Estate Planning




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No representation is made that the quality of legal services  performed is greater than the quality of legal services performed by  other lawyers. This website is designed for general information only.   The information presented at this site should not be construed to be  formal legal advice nor the formation of a lawyer/client relationship.