Behind every successful dental practice is a dental practice accounting team that understands the unique challenges of ownership. At Schultz & Associates, the Schultz Dental Advantage™ brings together experienced professionals with specialized expertise in dental tax planning, accounting, payroll, financial reporting, and practice performance. While
ners with the knowledge, communication, and proactive guidance needed to make confident business decisions throughout the year.
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The Dental Practice Accounting Team
Jason — Managing Partner, Schultz Dental Advantage™
Jason serves as the Managing Partner of the Schultz Dental Advantage™ practice, where he leads the dedicated dental practice accounting team, helping dental practices succeed throughout every stage of growth. Since graduating from Central Michigan University, Jason as spent his entire career with Schultz & Associates, developing a deep understanding of the accounting, tax, and financial needs unique to dental practices.
Over the past 15 years, Jason has built the Schultz Dental Advantage™ from the ground up. What began as a focus on helping individual dental clients has grown into a dedicated team of professionals providing timely, proactive, and high-level support to dental practices. His hands-on experience working with dentists has given him a unique perspective on the challenges practice owners face, from managing profitability and cash flow to making strategic business decisions.
Dentists appreciate Jason’s approachable style, thoughtful guidance, and ability to explain complex financial matters in a way that makes sense. As Managing Partner, he ensures each client benefits from the combined expertise of the Schultz Dental Advantage™ team while maintaining the personal relationship and responsiveness that helped build the practice.
Jeff Schultz, CPA — Founder & Strategic Tax Advisor
As the founder of Schultz & Associates, CPA, PLC, Jeff brings more than 30 years of experience helping business owners navigate complex tax and financial decisions. While Jason leads the Schultz Dental Advantage™ practice and manages the ongoing relationship with dental clients, Jeff provides specialized guidance when unique planning opportunities or significant transactions require his extensive experience.
Throughout his career, Jeff has developed expertise in areas where thoughtful planning can create significant financial advantages for business owners. He works with dental practice owners on complex transactions including practice acquisitions and sales, retirement plan strategies, cash balance plans, and cost segregation studies. These opportunities often involve important financial decisions and, when properly structured, can result in substantial tax savings—sometimes reaching six figures.
Jeff’s role is to bring a broader business perspective and decades of tax planning experience to the Schultz Dental Advantage™ team. By combining Jason’s specialized knowledge of dental practices with Jeff’s experience in complex tax strategies and business transactions, dental clients receive the benefit of both dedicated industry expertise and advanced planning resources.
Melissa Lynch — Accounting & Client Advisory Specialist
Melissa Lynch brings more than 20 years of accounting, tax, and payroll experience to the Schultz Dental Advantage™ team. Her career began in payroll processing, where she developed a strong foundation in payroll compliance and the day-to-day financial needs of businesses. She later earned her accounting degree and expanded her expertise into accounting, tax, and advisory services, giving her a well-rounded understanding of the many financial areas that impact dental practices.
Melissa is known for her approachable style and her willingness to take the time to help clients understand their financial information. She enjoys working directly with practice owners through Zoom meetings and one-on-one conversations, helping them navigate accounting questions, review financial information, and make informed decisions.
For dental practice owners who value a trusted resource they can talk through issues with, Melissa provides the personal attention and guidance that make the Schultz Dental Advantage™ different. Her combination of accounting knowledge, tax experience, and payroll expertise allows her to provide valuable support throughout the year—not just during tax season.
Eddie White — Accounting & Tax Advisor
Eddie White brings a unique combination of technical knowledge, analytical thinking, and a client-focused approach to the Schultz Dental Advantage™ team. Although he is early in his accounting career, Eddie has developed the depth of knowledge and understanding typically associated with professionals who have spent many more years in the industry. His strong foundation in tax and accounting allows him to quickly identify issues, explain financial concepts, and provide meaningful insight to dental practice owners.
Clients appreciate Eddie’s calm demeanor and straightforward communication style. He does not focus on simply impressing clients with technical terminology—he focuses on helping them truly understand what is happening within their practice and why it matters. Whether discussing financial statements, tax questions, or accounting decisions, Eddie takes the time to provide clear explanations that allow dentists to make confident decisions.
As part of the Schultz Dental Advantage™ team, Eddie combines strong technical skills with a practical, approachable style that helps dental practice owners feel informed and supported throughout the year. Eddie plays an important role on the dental practice accounting team.
Sami Hampton — Dental Practice Analytics & KPI Specialist
Sami Hampton plays an important role in helping dental practice owners gain deeper insight into the financial performance of their practices. After monthly accounting information is completed, Sami analyzes the data and develops key performance indicators and financial metrics that help dentists better understand what is happening inside their businesses.
Her work goes beyond simply compiling numbers. Sami helps transform financial information into meaningful reports that highlight trends, opportunities, and areas where practice owners can make informed decisions. These insights become valuable tools that Eddie, Melissa, and the Schultz Dental Advantage™ team use when meeting with dentists throughout the year.
By focusing on the story behind the numbers, Sami helps ensure that dental practice owners receive more than accurate financial statements—they receive information designed to help them improve profitability, manage expenses, and make strategic decisions.
As part of the Schultz Dental Advantage™ team, Sami provides the analytical foundation that allows the team to deliver proactive guidance and meaningful conversations with dental practice owners.
Abbie Schultz — Payroll Processing Manager
Abbie Schultz leads the payroll processing team at Schultz & Associates, providing dental practices with a level of personalized payroll support that is difficult to find with larger payroll providers. She oversees a payroll department responsible for more than 100 live payrolls while managing a team dedicated to delivering accurate, timely, and responsive service.
Unlike large payroll companies where clients may interact with a different representative each time they have a question, Abbie believes payroll should be personal. Dental practice owners and their teams have direct access to knowledgeable payroll professionals who understand their business and are familiar with their unique needs.
With extensive experience in payroll processing, payroll compliance, and client service, Abbie helps ensure that payroll runs smoothly while providing the communication and attention that practice owners value. Her boutique approach allows the Schultz Dental Advantage™ team to offer something many practices do not receive from traditional payroll providers—a trusted payroll partner who knows their business and is there when they need help.