Stop Guessing. Start Saving. Our Proactive Tax Strategy System is Built for High-Income Business Owners Like you Who Want to Reduce Taxes and Increase Cash Flow.
If You’re Earning Over $300K, You’re Probably Overpaying the IRS. We proactively Identify and Implement year-round tax strategies to reduce your tax bill.
We help 6-and 7-rigure dental practice owners and Medical Professionals legally reduce taxes by $20K- $100K+ per year and increase increase cash flow - without the hassle of managing it yourself.
Our Two Step 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.
100% Done-For-You Implementation
The Real Cost of
Not Having a Tax Strategy
Most businesses including dental and medical practice owners aren't overpaying the IRS because they earn too much — they're overplaying because no one is planning ahead. When taxes are handled reactively instead of strategically, the cost shows up every year in through missed deductions, unnecessary tax, and strained cash flow.
Missed Depreciation Strategy & Timing
Equipment purchases like chairs, X-ray units, CBCT, CAD/CAM, and lasers must be timed intentionally to maximize Section 179 and bonus depreciation. Without advanced planning, purchases often happen at the wrong time - or without coordination - costing
practices $20K–$100K+ per year in lost tax savings that can never be recovered.
No Strategic Entity or Compensation Planning
Without a tax strategist guiding structure decisions, many owners pay themselves incorrectly. The wrong W-2 vs. distribution mix and improper entity setup leads to excess payroll tax, avoidable self-employment tax, and reduced take-home pay - year after year, especially for S Corp owners.
No Quarterly Tax Strategy
Practices without quarterly tax planning operate blind leading to year-end shocks, IRS penalties, overpayments, and unnecessary cash flow stress. A tax return prepared after the fact can only report the damage - it can't undo it. Real savings require decisions made BEFORE the year is over.
Everything you need to plan, implement, and maintain a proactive tax strategy—so you can reduce taxes, protect cash flow, and make confident financial decisions year-round.
We help dental and medical practice owners implement strategies that often save $20K–$100K+ per year, with a clear plan and guided execution—without added stress on your end.
Quarterly Tax Blueprint
Your personalized tax plan is refreshed quarterly using our Tax Strategy Vault—so your recommendations stay aligned with your income, practice changes, and the deductions and opportunities most relevant to you.
Estimated Tax and Year-End Planning
After your blueprint is created, we outline your next best moves each quarter based on your updated numbers — so you know exactly what to do next and when to do it.
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
Planned 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
CPA access, full annual return preparation, notice support, and proactive tax monitoring included — no surprise bills, no hourly charges, no hidden fees.
Ready to See How Much You Could Save?
Your Profitax Tax-Savings Consultation
This private 1-on-1 consultation is your first step to finding out if strategic tax planning could reduce what you owe and improve your year-round tax position.
During your consultation, we will:
Learn about your practice, income level, and current tax setup to see if you’re a fit for proactive tax planning
Discuss what you’re currently doing with your CPA or tax preparer and determine whether any strategic gaps may exist
Clarify your goals for tax savings, cash flow, and long-term profitability so we can recommend the right next step
Explain how the Profitax System works and what it includes if you decide to move forward
Outline the onboarding process and what we’d need from you if you qualify (tax returns, year-to-date financials, payroll details, etc.)
This is not a tax filing appointment or a full strategy session.
This is a qualification call to determine if our tax planning services can truly help you.
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
Why Clients Book This Call
94% of new clients uncover $10K–$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.
Real Results from Real Dental and Medical Professionals
Pediatric Dental Practice Saved $67,492 in 12 Months
Purchased (CBCT, CAD/CAM, lasers, chairs, etc.), ensuring maximized write-offs and avoided 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 15 Hours/Month in Admin Time
Fully automated bookkeeping, cash flow monitoring 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.
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
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.
Everything in the One-Time Tax Strategy Blueprint, PLUS:
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
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
Quarterly Financial Review Meetings
Quarterly Tax Strategy Deep Dive
Compensation & Distribution Optimization
Cash-Flow Management
Retirement Structure Optimization (Solo 401K, SEP, Cash Balance etc)
Hiring & Contractor Tax Impact Analysis
Priority Support
(Best for 6–7 figure practices looking to scale profit)
One-Time Tax Strategy Blueprint
Ideal for Dentists, doctors, business owners who want clarity before committing to ongoing advisory.
Entity & Compensation Review
Identification of Missed Deductions & Tax Savings Opportunities
Section 179 & Bonus Depreciation Review & Timing
Retirement Contribution Opportunities
Written Tax Savings Blueprint
60-90 minute Strategy Review Call
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.
Profitax Client System – Christeen Seymour CPA PLLC
9: 00 am – 5:00 pm CST Monday – Friday
Call us 281-969-7976