Dental CPA Services for Dentists Who Expect More From Their CPA
At Schultz & Associates, CPA, PLC, we provide Dental CPA services designed specifically for dentists who want more than a tax return. Running a successful dental practice requires more than clinical expertise—it requires financial decisions that affect profitability, cash flow, taxes, staffing, equipment purchases, and the long-term value of your practice.
Many CPA firms can prepare tax returns for dentists. However, far fewer understand the business of dentistry well enough to provide proactive tax planning and meaningful financial guidance throughout the year.
At Schultz & Associates, CPA, PLC, we believe the best Dental CPA relationship goes far beyond tax compliance. Instead of simply preparing tax returns after year-end, we work alongside dentists throughout the year to help reduce taxes, improve profitability, strengthen cash flow, and make informed business decisions with confidence.
Because we understand the financial foundation of dental practices, we spend less time learning your industry and more time helping you evaluate equipment purchases, monitor overhead, analyze KPI, plan for retirement, and prepare for future growth. As a result, our conversations focus on the decisions that move your practice forward rather than explaining what happened last year.
Michigan has been our home since 2003. Today, we proudly serve dentists throughout Michigan and across the United States using secure technology, virtual meetings, and cloud-based accounting solutions. Wherever your practice is located, you receive the same responsive service, proactive advice, and personalized attention that have defined Schultz & Associates for more than two decades.
Meet Your Dental Practice Advisory Team
Six Professionals. One Goal. Helping Your Practice Succeed.
A successful dental practice requires more than a tax preparer. Instead, it requires a Dental CPA team that understands the financial decisions practice owners face throughout the year.
At Schultz & Associates, CPA, PLC, our dental clients work with a team of professionals who understand dental practice accounting, tax planning, financial reporting, bookkeeping, payroll, and business advisory services. Because we bring together multiple areas of expertise, we can help dentists address complex financial decisions without relying on a single point of contact.
Furthermore, our Dental Advisory Team understands that every stage of practice ownership creates new challenges. For example, opening a first location, adding an associate, expanding a practice, evaluating profitability, purchasing equipment, or planning for retirement all require thoughtful financial guidance.
As a result, our clients receive more than tax preparation. They receive a team that helps them understand their numbers, identify opportunities, and make confident decisions that support long-term practice growth.
Click Here to learn more about the team
Introducing the Schultz Dental Advantage™
More Proactive Approach to Dental Practice Accounting and Tax Planning
Dental practices operate differently than many other businesses. Therefore, successful practice owners need a CPA who understands more than tax compliance. They need guidance from professionals who understand production, collections, overhead management, staffing decisions, equipment investments, and long-term growth strategies.
Because of this, we developed the Schultz Dental Advantage™—a proactive advisory approach designed specifically for dentists who want more than traditional tax preparation.
Instead of waiting until the end of the year to review results, we work with dental practice owners throughout the year to identify opportunities, evaluate financial performance, and provide guidance before important decisions are made.
The Schultz Dental Advantage™ combines experienced Dental CPA guidance with ongoing tax planning, financial reporting, and practice performance analysis. In addition, our approach helps dentists gain a clearer understanding of where their practice stands today and what steps they can take to improve profitability, strengthen cash flow, and prepare for future growth.
Furthermore, we believe the most valuable CPA relationships are built through communication and proactive advice. For example, whether you are expanding your practice, adding an associate, considering a major investment, or preparing for a future transition, our team provides the insight and support needed to make confident financial decisions.
Dental Tax Planning Services
We review your estimated income, tax liability, retirement planning opportunities, entity structure, equipment purchases, and other strategies before important deadlines pass. Learn More …
KPI Performance Reports Each Year
We analyze the financial health of your practice by reviewing important measurements such as profitability, overhead, payroll, collections, and operating trends. Learn More…
Do you have Questions?
We are sure that you have lots of questions. some of the most frequent questions can be found by clicking here…
Fixed-Fee Pricing
You know your investment in advance without worrying about unexpected hourly billing.
Comprehensive Dental CPA Services
Every dental practice has different goals. Therefore, we customize our services based on your needs.
Our Dental CPA services include:
- Dental practice tax planning
- Business tax preparation
- Individual tax preparation
- Bookkeeping
- Payroll services
- Financial reporting
- KPI reporting
- Cash flow analysis
- Practice acquisition consulting
- Dental practice startup consulting
- Retirement planning
- Entity selection
- Multi-state tax compliance
- IRS and state tax representation
Whether you are starting a dental practice, expanding your current office, or preparing for future growth, our team provides the guidance you need.
Serving Dental Practices Across Michigan and Nationwide
Michigan is where Schultz & Associates began, and it remains the foundation of our firm.
We proudly serve dentists throughout:
- Metro Detroit
- Canton
- Ann Arbor
- Oakland County
- Macomb County
- Grand Rapids
- Lansing
- Kalamazoo
- Communities throughout Michigan
- The UP
However, our reach extends far beyond Michigan. Today, secure technology allows us to serve dental practices throughout the United States while maintaining the personal service that has defined our firm for decades.
You don’t need a CPA down the street.
You need a CPA who understands your industry and provides the guidance your practice needs.
Ready to Experience the Schultz Dental Advantage™?
Your dental practice deserves a CPA relationship built around planning, communication, and measurable improvement.
If your current CPA mainly prepares tax returns and reviews results after the year ends, we invite you to experience a different approach.
The Schultz Dental Advantage™ gives you proactive tax planning, meaningful financial reporting, and a dedicated team focused on helping your practice succeed.
Schedule a complimentary consultation today and discover what a Dental CPA relationship should look like.