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Dental Tax, Advisory, & Practice Solutions

You know dentistry. But for anything you don’t know about forecasting, practice profitability and growing personal wealth, Aprio is there to deliver trusted guidance from a dedicated dental team that has seen nearly everything.

Tax strategy.

Practice optimization.

Streamlined financials.

Wealth planning.

Aprio helps dental professionals Account for Anything™

Every dental practice has its own rhythm—and its own financial challenges. From launching your first practice to growing, expanding, or planning for retirement, Aprio’s dental accounting advisors understand the pressures behind every decision. We leverage decades of industry experience to deliver a full suite of specially-tailored services to help you turn your complex financial questions into clear, actionable plans. Our team will focus on growing your practice and personal wealth so you can focus on what matters most: your patients.

We serve dental professionals at every stage of their career:

Our Solutions for the Dental Industry

Tax Strategy & Advisory

Aprio helps empower your dental practice with tax strategies that streamline finances, reduce unplanned expenses, and boost profitability.

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Wealth Management

Aprio’s integrated dental advisory services and wealth management team is committed to helping you achieve financial freedom by protecting and growing your personal wealth.

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Financial Forecasting & Analysis

From forecasting software and methodologies to budgeting, cash flow management, and KPI analysis, Aprio provides the financial planning and analysis you need to drive growth.

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Strategic & Financial Advisory

Our team can help you identify opportunities to boost the efficiency and profitability of your practice with custom assessments and consulting solutions.

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Tax Credits & Incentives Advisory

If your practice develops new techniques, improves procedural processes, implements new technologies, or conducts innovative research, Aprio can help you recoup the value of those efforts by claiming lucrative tax credits.

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Cost Segregation Services

If you’ve recently acquired, constructed or expanded a practice space, a cost segregation study from Aprio can help you determine the true value of your property.

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Practice Valuation Services

Our independent valuation process is driven by rigorous analysis and informed judgement, and we work across practice groups to deliver reliable valuations that stand up to even the toughest regulatory scrutiny.

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Income Tax & Estate Planning

Our team can help you solidify your lasting financial legacy with strategies focused on wealth, estate, and trust planning.

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Payments Consulting Services

We’ll help you identify potential savings and efficiencies on credit card processing, providing partner-enabled platforms and exclusive rates that can help you save up to 50%.

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Frequently Asked Questions

What is a dental CPA, and how can they help my practice?

A dental CPA is a certified public accountant specializing in the financial management of dental practices. They possess in-depth knowledge specific to the dental industry, enabling them to address unique financial challenges and provide tailored guidance.

By partnering with a dental CPA, you gain a trusted advisor who understands the nuances of your financial situation and can assist in making informed business decisions. Contact Aprio today to learn more.

Does Aprio provide financial planning support for dental professionals?

Yes! Aprio offers comprehensive financial planning services to dental professionals. Our integrated tax and advisory teams collaborate to assess your personal and professional financial landscape, aligning your practice’s success success with your long-term personal financial goals.

How can Aprio’s team help me buy or expand a dental practice?

Aprio provides end-to-end support for dentists looking to buy into, start, or expand a practice. Our dental team offers financial analysis, practice valuations, and guidance on dental-specific financing options. We also assist in developing proactive financial plans to simplify the process and achieve optimal outcomes.

Can Aprio help with the financial insights of my dental practice?

Yes, Aprio offers real-time access to key financial data, empowering you to manage your practice effectively. Our dental CPAs provide strategic planning services that include goal setting, risk management, cash flow optimization, and leveraging tax credits, all aimed at enhancing the value of your practice and supporting growth or transition. Contact us today to learn more.

How do I know if I need dental accounting services?

If you’re lacking specialized knowledge to understand and improve your practice’s financial health, a dental CPA can provide valuable insights. They help identify key performance indicators, assess financial metrics, and implement strategies for growth, helping your practice operate efficiently and profitably.

Contact Aprio today to learn more about what’s possible.

What tax services does Aprio provide for dentists?

Aprio’s dental team offers proactive tax planning and compliance services tailored to the dental industry. We assist in navigating complex tax laws, managing state sales tax issues, and utilizing strategies like Section 179 deductions to enhance profitability. Our goal is to help you reduce tax liabilities and make data-driven financial decisions.

How can Aprio’s dental team help with valuing my practice?

Aprio provides accurate dental practice valuations to help you understand your practice’s worth. We utilize industry-specific valuation methods and consider both perceived and actual value drivers to determine fair market value. Our dental CPAs and advisors offer the guidance needed to make informed decisions and achieve optimal outcomes.

Build and accelerate the growth of your practice.

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