Passionate

Infusing tax with excitement.

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Creative

Don’t pay more.
Plan smarter.

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Experienced

Established Process. Reliable Results.

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Caring

We know you, not just your numbers.

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Bold Tax Solutions

Our experience, planning, and strategic thinking help businesses and individuals make smarter, strategic tax decisions. Our team of Tax Attorneys, Certified Public Accountants, Enrolled Agents, Bookkeepers, and Advisors are held to the highest communication and professional standards. As a boutique CPA firm, TaxFD brings a personal, cutting-edge experience to our clients throughout the country.

Dental Accounting

TaxFD specializes in working with the accounting needs of dentists. Our unique planning-centric approach enables us to provide the highest level of tax expertise, care, responsiveness, and experience to dentists from associateship through multi-location practice ownership.

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Our list of

Services

Dental Accounting

Specialized services for Dentists and Dental Specialists throughout your career.

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Business

Accounting, tax, payroll, and advisory for your Business.

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Individuals

Personal tax planning and preparation to maximize your return.

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Financial Planning

Connect your taxes to what matters.

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Our Process

Working with an accountant should not be a once-a-year event. It is an ongoing process designed to have proactive strategy and ongoing insights. Our process is designed to maximize tax effectiveness and provide you with attention year-round.

Step

1

Connect

We meet with you to understand your specific goals and planning needs, introduce our team, and identify areas of concern.

Step

2

Assess

After we connect, our next meeting dives into key areas of financial improvement in all areas along with a detailed proposal.

Step

3

Organize

We will organize all areas of your business and personal taxes, including payroll, business expenses, rental property expenditures, reporting, and documentation retention standards.

Step

4

Plan

We will develop a written tax plan with key goals for each year. We will develop end-of-year and forward-looking tax projections to support tax strategy.

Step

5

Manage

Once we establish a plan, we will closely monitor our progress and implement our recommendations. We will file your tax returns and revise our plans as life or business evolves.

Are you ready to

Get started?

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