Profitax Private Client System
If You’re Earning Over $300K, You’re Probably Overpaying the IRS — We Fix That.
We help 6-and 7-rigure dental practice owners and Medical Professionals legally reduce taxes by $20K- $100K+ per year, increase cash flow, and implement a proactive CFO-Level tax strategy-without the hassle of managing it yourself.
Our Profitax Private Client System gives Dentists, Doctors and Healthcare Professionals a personalized tax savings blueprint built to minimize taxable income, eliminate avoidable IRS exposure, and maximize take home pay every quarter.
100% Done-For-You Implementation
The Real Cost of
Set-and-Forget Accounting
Most dental and medical practice owners are overpaying the IRS every year — not because they earn too much, but because their accountant is reactive instead of strategic. Here are the most common (and expensive) issues we uncover:
Missed Section 179 & Bonus Depreciation Timing
Equipment such as chairs, X-ray units, CBCT, CAD/CAM, and lasers must be purchased at the right time to qualify for maximum deductions. Without proactive planning, practices lose $20K–$100K+ in tax savings every year simply due to timing mistakes.
Incorrect Entity, Payroll, or Compensation Structure
Paying yourself with the wrong W-2 to distribution ratio leads to unnecessary payroll tax, excessive self-employment tax, and thousands in lost take-home pay annually — especially for S-Corp owners.
No Quarterly Tax Plan
Without quarterly tax management, practice owners face year-end tax surprises, IRS penalties, over-withholding, and unnecessary cash-flow strain. A year-end accountant cannot fix what wasn’t planned proactively.
Your Profitax Tax-Savings Consultation
A Personalized, CFO-Level Tax Strategy for Dental & Medical Practice Owners
This private 1-on-1 consultation reveals exactly where your practice is overpaying the IRS — and the specific tax strategies that can increase your take-home pay by $20K–$100K+ per year.
During your consultation, we will:
Identify hidden tax savings specific to your dental or medical specialty
Analyze your entity, payroll, and compensation structure for overpayments
Review your current CPA’s strategy gaps (if any)
Outline your personalized Tax Savings Blueprint
Show you the exact steps to reduce your tax burden immediately
Provide a cash-flow optimization checklist for your practice
Why Clients Book This Call
Most dental & medical practice owners discover they have been overpaying the IRS for years — simply because no one has ever done this level of analysis for them
94% of new clients uncover $20K–$100K in legal tax savings
All recommendations follow IRS-approved tax codes
No risk. No pressure. No obligation.
Limited availability — only a few consultations are opened each week
Availability is extremely limited — prioritize your spot before this month’s calendar fills.
Discover exactly where your practice is leaking tax dollars.
Secure your tax-savings analysis before the next quarter closes.
Everything You Need to Reduce Taxes, Maximize Profit, and Run Your Practice Like a CFO-Led Business. Each month, we proactively implement tax strategies that save dental and medical practice owners $20K–$100K+ per year — without any extra work on your end.
Quarterly Tax Blueprint
Your personalized tax plan is updated every quarter to ensure you capture every available deduction at the right time — including equipment, payroll, retirement, and entity strategies.
CFO KPI & Cash-Flow Dashboard
You’ll receive a real-time financial dashboard designed specifically for healthcare practices so you can track:
✔ Tax exposure ✔ Profit margins
✔ Provider performance ✔ Cash flow
✔ Overhead ratios
This alone can improve practice profitability 15–30%.
S Corp Compensation Optimization
We engineer the perfect W-2 + distribution mix to legally minimize payroll & self-employment tax — often saving doctors $8K–$30K a year with one change.
We plan the exact timing of equipment
purchases (CBCT, CAD/CAM, lasers, chairs, vans, etc.), ensuring you maximize write-offs and avoid wasting tens of thousands in missed deductions.
Retirement Plan Design (401k, Cash Balance, SEP)
We design the most tax-advantaged retirement structures for your practice size — often creating an additional $40K–$150K in tax-deferred savings annually.
Annual Return + Year-Round CPA Support
Unlimited CPA access, full annual return preparation, notice support, and proactive tax monitoring — no surprise bills, no hourly charges, no hidden fees.
Ready to See How Much You Could Save?
Real Results from Real Dental and Medical Professionals
Pediatric Dental Practice Saved $27,492 in 12 Months
Purchases (CBCT, CAD/CAM, lasers, chairs, vans, etc.), ensuring you maximize write-offs and avoid wasting tens of thousands in missed deductions.
Orthodontic Group Reduced Effective Tax Rate from 32% → 24%
By implementing quarterly tax planning, S-Corp compensation optimization, and a redesigned retirement structure.
Startup Dentist Gained 10 Hours/Month in Admin Time
Fully automated bookkeeping, KPI tracking, and tax-ready monthly financials — allowing more time for patients and growth.
Frequently asked
questions
How is Profitax different from my current CPA or accountant?
Most CPAs are reactive — they file your taxes after the year ends.
Profitax is a proactive tax-strategy system designed specifically for dental and medical practice owners.
We evaluate your entity structure, compensation mix, equipment timing, retirement planning, and quarterly tax strategy to reduce your tax burden by $20K–$100K+ each year.
Is this program really only for dentists and medical professionals?
Yes.
We specialize exclusively in working with:
Dentists
Orthodontists
Oral Surgeons
Pediatric Dentists
Medical Practice Owners
Specialists
This allows us to engineer highly targeted strategies that general CPAs never consider.
How quickly will I see tax savings?
Most clients uncover immediate tax savings during their first consultation.
Structural changes (W-2/distributions, retirement plans, Section 179 timing, etc.) typically produce results within 30–90 days, with full annual savings realized within 12 months.
Will this replace my current CPA?
Not necessarily.
Many clients keep their CPA for basic bookkeeping or payroll while we handle strategy, optimization, and proactive planning.
If you want full-service support, our CFO plan includes everything.
What does the onboarding process look like?
You start with a 1-on-1 Tax Strategy Consultation where we:
✔ Analyze your current tax situation
✔ Identify missed savings
✔ Build your Tax Savings Blueprint
✔ Outline exact next steps
Most onboarding is completed within 7–10 business days.
Is there a long-term contract or commitment?
No long-term contracts.
Everything is month-to-month because our strategy pays for itself several times over.
Most clients stay for years due to the continued tax savings and cash-flow improvements.#7 — How much time will this require from me?
Very little.
Our system is designed for busy dental and medical practice owners.
Most clients spend less than 1 hour per month reviewing strategy updates while we implement everything behind the scenes.
Your time commitment is minimal — your results are not.
What if I already have an S-Corp?
Perfect — but most S-Corps in the dental and medical field are set up incorrectly or not optimized for tax savings.
We analyze your compensation structure, W-2/distribution mix, payroll flow, and reasonable compensation requirements to ensure you’re not overpaying in payroll or self-employment taxes.
Many clients discover $8K–$30K+ in missed savings just from this review alone.
Flexible Plans Built for Growing Dental & Medical Practices
Most clients see $20K- $100K in annual savings – often covering the entire plan cost multiple times.
Whether you're looking for essential compliance or full CFO-level tax leadership, each plan is engineered to reduce taxes, improve cash flow, and provide proactive financial strategy every month.
Essential Tax Optimization Plan
Perfect for profitable dental and medical practices that want year-round strategic tax guidance—not just basic tax filing.
Comprehensive 36-Point Tax Strategy Audit
Entity & Compensation Analysis
(S-Corp, Partnership, MSO, as applicable)
Annual Tax Preparation and Filing
Quarterly Tax Check-In Calls
Written Tax Savings Blueprint
Unlimited Email Year-Round Support
CFO level Tax Strategy & Advisory Plan
(Most Popular)
Designed for scaling dental and medical practices that want deeper financial insight, maximized tax savings, and expert guidance every month.
Everything in the Essentials Plan PLUS:
Profit Optimization/KPI's
Tax Planning Dashboard
Monthly Financial Review Meetings
Quarterly Tax Strategy Deep Dive
Compensation & Distribution Optimization
Cash-Flow Management
Retirement Structure Optimization (Solo 401K, SEP, Cash Balancem etc)
Hiring & Contractor Tax Impact Analysis
Priority Support
(Best for 6–7 figure practices looking to scale profit)
Wealth Acceleration Plan
Our most advanced tax-reduction system for high-income, multi-provider, or multi-location practices.
Everything in the CFO Level Tax Strategy Plan PLUS:
Multi-Entity Tax Optimization Strategy
Section 179 & Bonus Depreciation Timing
Real Estate Tax Strategy (Cost Segregation, Depreciation Planning)
Advanced Retirement Planning
Quarterly Wealth Strategy Meetings
Aggressive Tax Reduction Blueprint
Unlimited Priority Support
Scale Your Practice Profit With Proven Tax Strategy — Not More Hours or More Patients
As a dental or medical practice owner, you work too hard to watch your profit disappear to taxes, poor financial planning, or a reactive CPA.
The Profitax Private Client System gives you CFO-level strategy, powerful tax optimization, and proactive planning — so your practice grows with clarity and confidence.
Stop guessing. Start scaling.
Your practice deserves a financial system that supports long-term wealth, not just bookkeeping.
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