Big Enough. Small Enough.
With planning at our core, our process is designed to predict, strategize, and build you and your business into the future you desire. Your long-term success depends on a tax team that is available, timely, accurate, and consultative.
We evaluate each client’s needs individually. Through proactive attention and planning, we identify key areas that enable us to provide a unique and comprehensive tax experience. This approach, coupled with our industry leading education and credentials, results in innovative tax solutions for individuals and businesses.
You might be surprised how much fun you can have with taxes when you are organized, educated, and saving money!
Don’t pay more. Plan smarter.
Creative.
We have the toughest, smartest, and most creative tax team looking out for you. Because we start with the big picture, we’re able to devise plans that are simplistic, yet extensive and effective, to ensure you pay the absolute minimum in taxes.
Established Process. Reliable Results.
Experienced.
Not only are we experienced, respected, and highly credentialed, we put it all to work for you. Our CPAs, Tax Attorneys, Planners, and Enrolled Agents have first-rate compliance and regulatory experience built on top of outstanding academic credentials to maximize your tax savings, save you time, keep the IRS at bay, and fight for you whenever needed.
Infusing tax with excitement.
Passionate.
When was the last time you were excited for a tax conversation? Our clients are. We bring the same enthusiasm to tax as you bring to your life and business. We start with educating you on taxes, demystifying deductions and credits, and plan in advance to build confidence in your tax plan. Taxes can be fun when you are saving money!
We know you, not just your numbers.
Caring.
It all starts with conversation. Our candid conversations build a foundation of trust and develop personal relationships. Because we genuinely care about you, we ask the right questions to uncover more details and you are comfortable sharing the most important elements of your life with us. We feel getting the right answers is essential, but what actually matters is knowing the right answers to get.
FAQs
We work with individuals and businesses across the country. Specifically, our team specializes in tax and accounting services for dentists.
Our team carries industry leading credentials, such as JD, CPA, SHRM, CFP, CSLP, MBA, and Masters in Taxation. You will be partnered with a dedicated tax team based on your specific needs.
While we enjoy the hugs, handshakes, and coffee that come with in-person appointments, most of our clients are geographically dispersed across the country. Email, video conferencing, phone calls, and text messaging allow us to work remotely in an effective, personalized manner. Over 90% of our clients work with us remotely. Because of this relationship, our team has state specific specializations across the country.
We charge flat or hourly fees based on your preferences and tax needs. Contact us to discuss your tax pricing.
Your work will be completed and reviewed by a licensed CPA. You will work within the same team every year.
FD Financial
As a member of FD Financial, we're here to support you with more than just your tax needs. Through our sister companies, WealthFD and MortgageFD, we offer a wide range of services completely focused on keeping your finances moving with you.
WealthFD is a visionary wealth management firm renowned for our unwavering commitment to skill, innovation, and out-of-the-box strategies. However, what we value most is our distinguished reputation among clients for our unwavering integrity, utmost respect, and unwavering trust.
MortgageFD stands as a trusted mortgage brokerage firm, propelled by an unwavering dedication to providing adept solutions, competitive rates, and exceptional service. With a team of seasoned brokers, our clients flourish as we craft a personalized experience, extending the highest degree of service and expertise throughout the entirety of their mortgage journey.
TaxFD stands out among tax and accounting firms with our remarkable responsiveness, technical expertise, innovative spirit, and eagerness to exceed client expectations. We treat our clients as people and friends, not just numbers. Our clients count on us to impeccably handle their tax, business, and personal affairs with utmost professionalism and precision. But it's more than that - we keep their aspirations and principles at the core of our work.
FIDICUARY. FEE-ONLY. INDEPENDENT.
WealthFD
People often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We are people who believe in the power of a strategic plan in all aspects of life. When buying or refinancing a home, you’re making large financial decisions that are often an impetus to prioritize finances.
WealthFD, our wealth management and financial planning sister company, drives overall planning strategy and merges your new home into your financial plans. All financial planning and investment management functions are Fiduciary and Fee-Only.
WealthFD can help you:
- Financial Planning
- Retirement Planning
- Tax-Advantaged Investment Management
- Company Retirement Plans
- Proactive Tax Coordination and Management
- Personal Cash Flow Management
- Home Purchase Afforability Analysis
- Student Loan Planning
- Education Planning
- Estate Document Creation and Asset Titling
more than 'just' a mortgage
MortgageFD
MortgageFD, our sister company, revolutionizes the mortgage process - making it seamless, lightning-fast, and completely transparent to get the lowest rates for you. By prioritizing proactive communication, aggressively negotiating lowest rates, and delivering unparalleled service, we've earned a reputation with our clients that sets the bar high.
MortgageFD can help you:
- Buy a Home
- Refinance Your Loan
- Find Solutions to Your Unique Situations
- Work With Several Lenders
- Call Listing Agents
