We’re a team of accountants & advisors who come from a family of dentists and doctors, so we know first hand the struggles you face as a healthcare professional.
Ricardo is a Co-Founder of Dental Tax and Financial Advisor with IA Securities.
Ricardo works with you to help you save tax, grow your dental practice, and implement wealth building strategies.
Adam is a Co-Founder of Dental Tax and Financial Advisor with IA Securities.
Adam has been in the financial and tax planning industry for over 15 years now focusing in the dental industry.
Your Team of
We have worked with the following Dental Health Care Financing Teams From
Top Dental Lenders
How Are We
Traditional accountants and advisors deal with clients from multiple industries.
Hence, they do not specialize and never develop an intimate understanding of how dental practices work.
As a result, many do not have time to sit down with dentists to find ways to help you grow your practice and save money along the way – which is what YOU really care about.
We’re here to help you take control of your finances by looking at your big picture, not just one aspect of it. This is our mission.