Dental Professionals
Financial guidance for dentists and their practices
We help dental professionals with tax planning, practice purchase, retirement planning, 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. Our dental practice experts are ready to hit the ground running to help you achieve your financial planning, retirement, and management goals.
To get started or learn more about what our team can do for your practice, reach out to the Aldrich Dental team.
What We Do
Dental Insights
Meet Our Professionals
Hannah Swan specializes in helping doctors and dentists across the United States in the areas of taxation, accounting, financial planning, and consulting. She has actively focused on helping businesses and individuals achieve their goals since 2008. Prior to joining Aldrich, Hannah concentrated on the financial services and non-profit industries. She has her bachelor’s degree in... Read more Hannah Swan, CPA
Hannah's EXPERTISE
- Healthcare
- Dental
- Certified Public Accountant
Services for dental professionals
- Practice check-up and benchmarking
- Retirement plan analysis and design
- Revenue optimization
- Cost-segregation study
- Fee structuring
- Year-end tax projection planning
- Monthly financial statements
- Retirement planned services + planning
- Life and disability insurance
Looking for support or have a question?
Contact us to speak with one of our advisors
