One Of Metro Detroit’s Oldest Dental CPA Firm’s
Your Trusted Dental CPA
Running a successful dental practice requires more than excellent clinical care. It takes expert financial oversight, detailed tax planning, and consistent business strategy. At Schultz & Associates, we are a trusted Dental CPA in Michigan with more than 23 years of experience, providing specialized accounting and advisory services tailored exclusively for dental professionals. The Firm’s founder has been working with dental practices for over 30 years.
We work with general dentists, orthodontists, oral surgeons, and dental specialists across the state and country. While we are a brick and mortar firm, we provide most of our services virtually. Our team understands the unique financial challenges of running a dental practice—from managing overhead and planning large equipment purchases to navigating associate buy-ins, payroll compliance, and practice transitions. With over 20 years of experience, we deliver proven strategies that help dentists reduce tax liability, improve profitability, and make informed financial decisions.
When you choose us, you’re not just getting a tax preparer. You’re gaining a proactive team that helps you plan year-round. Two dedicated accountants support your dental practice, ensuring fast and personalized attention at every stage
Whether you’re launching your first office, expanding to multiple locations, or preparing for retirement, we’ll help you build a stronger financial foundation. If you’re looking for a responsive, experienced, and strategic Dental CPA in Michigan, Schultz & Associates is here to guide you.
Dental Accounting and Professional Tax Services You Can Trust
Our goal is to earn your trust as quickly as possible. Our plan to meet this goal includes providing timely services and high-level dental accounting, tax service, and advice. We assist you in structuring tax and retirement plan contributions so that you make payments in the year you earn the income. This strategy simplifies your decision-making.
We understand that trust is at the core of our relationship with you, and losing that trust is not an option. While our dental CPA firm offers fees that are transparent and fair, we place a priority on quality services, results, and customized solutions. In the long run, choosing an experienced dental accounting firm for your dental office provides significant value.
Dental CPA Services and Standards
Following are some of our baseline dental accounting services:
- Dental practice business income tax return
- Unlimited telephone and email communication
- Quarterly financial statement presentation
- Ongoing tax planning
- Individual income tax preparation
- Bookkeeping
- Payroll Processing
Dental Tax Planning and Tax Return Preparation
We will professionally prepare your dental practice’s business return, whether it be a PLC or a PC. If your dental practice is a PC, it will file either be a Form 1120-S or Form 1120. If you are a dentist practicing as a PLC, you may be filing Form 1120, 1120-S, 1065 or Schedule C.
Communication
When your dental practice hires our accounting firm, you will be able to easily communicate with our team. Therefore, you will be assigned two staff accountants, who will assist with your needs.
In addition, our team collaborates to create a customized tax and dental accounting strategy tailored to your dental practice. When issues arise, we discuss them as a group and take a collaborative approach before offering professional advice.
Financial Statement Preparation
Our firm’s dental CPA accounting services will include quarterly financial statements, or more frequent statements as needed. These statements will be provided on a timely basis. Allowing you to make decisions using the most updated facts and figures. The financial statements will include a compilation report, as well as all the necessary financial statement note disclosures. Therefore, can be used for internal use or will be prepared for banks, creditors, or any other third parties.
If a compilation is not enough, our firm is also approved to provide your dental practice with a financial statement review or audit. Our firm is a member of the American Institute of Certified Public Accountants Peer Review Program.
Dental Office Tax Planning
Many accounting firms may see dental accounting tax planning as an optional service. Our accounting firm will strive to serve as your accounting adviser. Our level of training, experience, and knowledge of dental accounting and taxation is extensive. Simply providing compliance accounting and tax preparation fails to capture the value we can bring to your practice and to your bottom line.
Individual Income Tax Services
The planning and preparing of business owner individual income tax returns is an integral part of our dental accounting and tax services. Most dental practices see the profits from their business returns flow through to their individual return. For that reason, it may be challenging to plan and strategize without also understanding how the dental accounting and tax services impact the personal income tax return.
Based in Canton, Schultz & Associates can provide accounting and tax services to dental practices throughout Wayne County, Oakland County, and the greater metro Detroit area. Contact our CPA firm for the support you need to organize, optimize, and strategize for the benefit of your business.
Why Dentists Choose Schultz & Associates, CPA
🦷 Two-Person Accounting Teams for Every Client
You’ll never be left waiting for a reply or wondering who to call. We assign two dedicated accountants to every dental practice client, ensuring continuity, faster response times, and better internal communication. Both accountants stay updated on your account and are included on all correspondence, so you always get timely answers—even during tax season or vacations.
🦷 Dental Industry Expertise
Unlike general accounting firms, we understand the dental world inside and out. We know the importance of tracking production per operatory, managing hygiene profitability, optimizing compensation models for associates, and preparing for complex practice transitions. This deep industry knowledge allows us to go beyond basic tax compliance and become a true strategic partner.
🦷 Strategic Tax Planning—All Year Round
We don’t just prepare your taxes. We plan for them. Throughout the year, we meet with you to review your financials, evaluate your projected tax liability, and identify proactive strategies to reduce what you owe—legally and efficiently. From entity structuring to equipment depreciation and retirement plan optimization, our strategies are tailored to your practice’s structure and goals.
Real Results from Real Dental Clients
We take pride in helping our clients achieve meaningful financial outcomes:
“With Schultz & Associates, I finally feel like I’m in control of my finances. They saved me over $40,000 in taxes in the first year just by restructuring my entity and advising me on equipment purchases.”
— Dr. S.B., General Dentist, Metro Detroit
“Their team helped me through a partner buy-in and practice transition with zero disruptions. I couldn’t have done it without their guidance.”
— Dr. L.C., Orthodontist, Oakland County
States Where Schultz Provides Dental CPA Services
Jason Lira, a Firm Equity Partner, call or email now and Jason will speak to you on a free initial consultation
Jason Lira is ready to assist you with your dental practice tax and accounting needs. Please click here to see his bio and get in touch with him. Also, read our FAQ’s for more information.
You can reach Jason either by phone (734) 354-2380 ext. 101 or by email at jlira@schultz-cpa.com.
Melissa Lynch, our Senior Accountant, is Ready to Help with Your Dental Practice Tax & Accounting Needs
Melissa is ready to assist you with your dental practice tax and accounting needs. Please click here to see her bio and get in touch with her. Also, read our FAQ’s for more information.
You can reach Melissa either by phone (734) 354-2380 ext. 109 or by email at mlynch@schultz-cpa.com
Jeffrey Schultz, CPA, has more than 30 years of tax planning experience as a Dental CPA
Jeff assists with the overall tax planning strategy. He also works with those in the practice acquisition stage. He has also assisted many owners with their practice sale.