Your Practice is Elite—Your Financial Strategy Should Be Too

Proactive financial strategies designed specifically for dental professionals and practice owners, helping you grow your wealth and reduce tax burdens.

Meet Practice Wealth Partners Inc.

The Trusted Partner for Dental Professionals

At Practice Wealth Partners, we believe that dental professionals deserve more than just bookkeeping and tax filing—they deserve a financial strategy designed to help them grow and protect their wealth. Founded by a team of experienced CFOs with a deep understanding of the dental industry, Practice Wealth Partners delivers specialized Fractional CFO services that go beyond traditional accounting. For years, we’ve worked with dental practices across the U.S. to optimize their financial strategies, increase profitability, and reduce tax liabilities.

The Problem

Is Your Current Financial Strategy Keeping You From Reaching Your Full Potential?

Many dental professionals and practice owners are overpaying in taxes, missing out on key financial strategies, and failing to leverage their full earning potential simply because their current financial support is reactive, not proactive.

Your CPA only contacts you during tax season—you’re not getting year-round advice.

You don’t have a clear strategy for reducing your tax bill and maximizing deductions.

You’re paying more than you need to—5-6 figures more than necessary, just by not using tax-saving strategies.

Your business finances aren’t working together—missing the full picture of wealth-building opportunities.

Our Solution

Proactive Financial Strategy That Puts Money Back in Your Pocket

At Practice Wealth Partners, we don’t just handle your taxes—we help you build a strategy that ensures you keep more of what you earn. We provide Fractional CFO services that integrate tax planning, financial management, and business growth strategies, tailored specifically to dental professionals like you.

Ongoing financial strategy and planning—not just year-end tax prep.

Custom solutions based on your practice’s unique needs—whether you own a solo practice or a multi-location group.

Regular check-ins to fine-tune and adjust your strategy as your practice grows.

Advanced strategies that the wealthiest business owners use to grow their wealth while reducing taxes.

The Dental Financial Code Is Built for Those Who Know How to Use It—Does Your CPA?

The U.S. tax code is complex, with thousands of opportunities to reduce your liabilities and grow your wealth. But if your financial team isn’t actively strategizing with you, you’re missing out.

Imagine paying less in taxes while scaling your dental practice to new heights.

That’s the power of proactive financial planning.

The Dental Financial Code Is Built for Those Who Know How to Use It—Does Your CPA?

Tax Planning: Maximize deductions, optimize your practice structure, and reduce your tax bill legally.
Wealth Management: Strategies for growing and protecting your practice’s wealth.
Business Advisory: Expertise in scaling, structuring, and exiting your dental practice for maximum value.
Risk Mitigation: Asset protection, insurance strategies, and compliance to safeguard your wealth.
Legal Services: Estate planning and business law services to ensure your assets are secure.

The Dental Financial Code Is Built for Those Who Know How to Use It—Does Your CPA?

Your Proactive Financial Team gives you access to:

Tax Planning: Maximize deductions and legally reduce your tax bill.
Wealth Management: Strategic investments to ensure long-term growth and financial security.
Business Advisory: Guidance on everything from practice growth to exit strategy.
Risk Mitigation: Protect your assets and practice with insurance and legal strategies.
Legal Services: Estate planning and contract strategies to safeguard your business and family.

Hear From Our Clients

"Working with Practice Wealth Partners was a game-changer for my practice. Their proactive approach saved me thousands in taxes and helped us grow in ways I didn’t think were possible."

— Dr. Sarah Lee, Owner, Sunshine Smiles Dental Practice

"I thought I was on top of my finances, but Practice Wealth Partners opened my eyes to a whole new world of possibilities. Our practice is more profitable than ever."

— Dr. Mark Johnson, Founder, Elite Dental Group

Practice Wealth Partners FAQs

What is Practice Wealth Partners

Proactive tax planning is a forward-thinking approach that helps you minimize your tax liability legally and strategically. Instead of just preparing taxes at year-end, we work with you throughout the year to implement strategies that optimize your income, deductions, credits, and investments to reduce the amount you owe.

How is Practice Wealth Partners planning different from traditional tax preparation?

Traditional tax preparation is reactive—it focuses on filing your taxes based on past events. Proactive tax planning, on the other hand, looks ahead to identify strategies to save you money before the tax year ends. It's about making informed decisions now to create a better tax outcome in the future.

How much can proactive tax planning save me?

The savings depend on your income and unique financial situation. For high-income earners, proactive tax planning can save tens of thousands to even hundreds of thousands of dollars annually. Schedule a consultation to discover your potential savings.

What kind of businesses or individuals benefit most from your services?

We specialize in helping business owners and high-income individuals who:

Earn $500,000 or more annually.
Have a significant tax burden (typically owing $100,000+).
Are looking for personalized strategies to reduce taxes and build wealth.

What should I expect during the discovery call?

During the discovery call, we'll review your financial and tax situation, identify potential savings potential, and discuss how proactive tax planning can work for you. You'll leave with clarity on the benefits and next steps.

How do I get started?

Getting started is simple. Click the “Book a Call” button on this page to schedule your consultation. From there, we'll guide you through every step of the process.

What if I have concerns about IRS notices/audits?

We understand the importance of staying compliant with IRS regulations, and our proactive tax planning strategies are designed with this in mind. Here's how we protect you:

Detailed Documentation: Every tax strategy we implement is thoroughly documented to meet IRS standards, ensuring you're prepared in case of an audit.
Compliance Assurance: We stay up-to-date on the latest tax laws and regulations, so all strategies align with federal guidelines.
Audit Support: Should the IRS raise questions, our team provides full support, including representation and documentation, to address and resolve issues.
Risk Assessment: We evaluate potential audit risks as part of your plan and tailor strategies to minimize them while maximizing your savings.

Our goal is to give you peace of mind while reducing your tax burden safely and legally.

Is proactive tax planning legal?

Absolutely. Proactive tax planning is 100% compliant with IRS rules and regulations. We use proven strategies within the law to help you keep more of your hard-earned money while ensuring you remain fully compliant.

Can you work with clients outside of Utah?

Yes, we serve clients nationwide. Our team is experienced in federal tax laws, and our secure, cloud-based platform allows us to collaborate with you seamlessly, regardless of location.

How do I know if proactive tax planning is right for me?

If you feel you're paying too much in taxes and want a tailored strategy to reduce your burden legally, proactive tax planning could be a great fit. Schedule a call with us to explore your unique situation and potential savings.

How much do your services cost?

Our pricing varies based on the complexity of your tax situation and the scope of the strategies we implement. Rest assured, the cost is typically a fraction of the savings we uncover for you.

What is a Virtual Family Office, and how does it benefit me?

A Virtual Family Office (VFO) is a modern, cloud-based approach to providing high-net-worth individuals and families with the same level of financial expertise and services traditionally reserved for ultra-wealthy families. It’s a network of specialists—including tax advisors, financial planners, legal experts, and investment strategists—who collaborate to help you achieve your financial goals.

Key Benefits of Our VFO Model:

Comprehensive Coordination: All aspects of your financial and tax strategy are aligned, ensuring a holistic approach to wealth management.
Expert Access: You’ll have a team of seasoned professionals working together to maximize your savings, protect your assets, and grow your wealth.
Convenience and Security: Operated virtually, our VFO provides seamless communication and secure document sharing, no matter where you are located.
Tailored Strategies: Your plan is customized to your unique situation, income, and goals, ensuring optimal results.

Our VFO is designed to simplify your financial life while helping you retain more of your wealth through proactive, integrated strategies.

Contact Us

Call us at: +1 239-387-2311

2719 Hollywood Blvd., Hollywood, FL, United States, Florida