Dental Professionals
Financial guidance for dentists and their practices
We help dental professionals with tax planning, practice purchase and retirement planning, as well as business office management and practice valuations.
The Aldrich Dental team can provide the most value when we have regular conversations throughout the year, not just in tax season. With an array of practice consulting services available to fit your needs, our team of dental practice experts is ready to hit the ground running with you and your practice.
To get started or learn more about what our team can do for your practice, reach out to the Aldrich Dental team.
Bronze Package
- Ongoing bookkeeping and accounting services
- Cloud-based accounting platform with mobile access
- Monthly financial statements
Silver Package
- Everything in the Bronze Package
- Year-end tax projection planning
- Annual dental practice and personal tax returns
Gold Package
- Everything in the Silver Package
- Monthly coaching calls with our dental practice consulting team
- Annual team handbook review
Additional Available Services
- Practice management coaching and consulting
- Retirement plan services
- Personal property tax returns
- Form 1099 filings
- Budgeting and financial planning
- Retirement planning
- Life and disability insurance
What We Do
Dental Insights
Meet Our Professionals
Joanne Humphrey has more than 30 years of experience providing business advisory and tax services for business owners with special expertise in dental and medical practices. This includes complex tax preparation and planning, trust and estate planning, retirement planning and financial planning for small and large practices. Joanne specializes in analysis of retirement plan design,…
Joanne's EXPERTISE
- Dental
- Wealth management
- Personal Financial Specialist
- Certified Public Accountant
- Tax compliance and strategic tax planning
- Preparation, analysis, and review retirement plan returns and investment reports
Write to Joanne
XServices for dental professionals
- Practice check-up and benchmarking
- Retirement plan analysis and design
- Revenue optimization
- Cost-segregation study
- Fee structuring
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Looking for Support?
Are you a benefits recipient or looking for help with your client account? Send us an email at info@aldrichadvisors.com
Have a question?
Contact us to speak with one of our advisors.
