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1100 Burloak Drive Unit 300 Burlington ON, L7L 6B2
Email us above
+1 (888) 450-4111
M-F: 10am – 7pm
Hours of Operation
Frequently Asked Questions
Will you come to my dental office?
The first strategy session is conducted via telephone or at our office. Should we agree to work together, we are happy to travel to your dental practice for future meetings.
What is a strategy session?
We will spend time clearly defining what your needs, goals, and problems are. Potential topics include…
…are there more deductions you could be taking advantage of?
…are you properly tracking monthly profit and loss numbers?
…how are you currently growing your practice?
…should we restructure your corporation(s) to pay less in taxes?
…are you properly structured for retirement?
…are you properly structured for insurance?
…are you properly setup for the 2018 tax changes?
We’ll then estimate how much tax we can potentially save you and if there are opportunities to improve practice profits.
Do you have other offices?
We have satellite offices in downtown Toronto and North York should you want to meet in person but don’t want to travel to Burlington.
I don’t live in Ontario, can you help me?
Of course! Technology these days means we can communicate via phone, email, and webinar without issues. But if you really want to meet in person, we can arrange that, too.
Are you sure you can save me tax?
Since we are specialists, we know dentistry inside and out. We look at every aspect of your life and your practice to find ways to save you tax. Whereas traditional accountants don’t know dental practices very well or simply don’t have the time to sit down and do proper tax planning for you, so there are always gaps we find to save you tax.
What if you can’t save me tax?
Since we are specialists, we have yet to come across this scenario. In the unlikely event that this happens, we have a satisfaction guaranteed policy to protect you.
What are your fees?
It depends on your needs. Whether you’re looking to just get basic accounting done, or need help with tax planning, or improving practice profits, the investment is based on value added to your practice.