Episode 87

Tax, fees, and insurance, a CPA’s perspective on dental numbers

January 28, 2025

In this episode, Ben Tuinei and James Zenk explore the critical role dental-specific CPAs play in helping practices thrive financially. James shares his journey from working with general CPA firms to founding a firm dedicated to serving dentists, highlighting how specialized expertise enhances tax planning, fee optimization, and financial strategy. They discuss proactive tax mitigation techniques, the importance of competitive pricing in a post-COVID landscape, and how small adjustments can lead to significant profitability.

Time stamps

  • 00:05:56 – Why should dentists use the dental CPA?
  • 00:16:18 – What are doctors missing out on in terms of tax bracket planning and fees?
  • 00:24:59 – What are some of the best characteristics of your most successful dental clients?
  • 00:29:58 – As a dentist, what are things you should be discussing with your CPA?
  • 00:35:41 – If I have questions on CPA, who do I contact?

Resources

Freebie 87


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