Infusing tax with excitement.
Don’t pay more.
Established Process. Reliable Results.
We know you, not just your numbers.
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.
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.
Our list of
Specialized services for Dentists and Dental Specialists throughout your career.
Accounting, tax, payroll, and advisory for your Business.
Personal tax planning and preparation to maximize your return.
Connect your taxes to what matters.
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.
We meet with you to understand your specific goals and planning needs, introduce our team, and identify areas of concern.
After we connect, our next meeting dives into key areas of financial improvement in all areas along with a detailed proposal.
We will organize all areas of your business and personal taxes, including payroll, business expenses, rental property expenditures, reporting, and documentation retention standards.
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.
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.