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
Upcoming Events
Our dental professional advisors speak regularly, nationwide.
Dental Insights
Meet Our Professionals
Michael has more than four years of experience at public accounting firms in the Pacific Northwest. He has served healthcare and dental clients in areas of tax planning and compliance and financial reporting. Michael is from the Portland, Oregon area and attended Oregon State University where he graduated with a Bachelor of Science in accounting.
Michael's EXPERTISE
- Dental
- Healthcare
- Tax compliance
- Tax planning
Write to Michael
XServices for dental professionals
- Practice check-up and benchmarking
- Retirement plan analysis and design
- Revenue optimization
- Cost-segregation study
- Fee structuring
Dentists want to know how they are doing relative to their peers. Here are few key benchmarks to measure:… t.co/ChoSKwa8Zb
For #dentists, the difference between a smooth and bumpy road to #retirement is advanced planning.… t.co/QeQsHV08ZV
Many thanks to the amazing team at @productivedds - had such a blast recording the podcast w/Vicki and Chad 🎉… t.co/0GARQzcBdU
How to Retain Dental Patients: Do You Have the Right Team? t.co/3sWARNSTvm
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.
