Select a meeting
View
-
1-on-1 Tax ROI Analysis30 minutesServices Tailored for Dental Practice Owners1. Tax Strategy & Wealth Planning — Tax Code GenieProactive, IRS-compliant strategies that reduce tax liabilityEntity and compensation planning for multi-location or associate-based practicesStrategic reinvestment through real estate and passive-income vehicles2. Bookkeeping & Compliance — N4 Business ServicesMonthly bookkeeping and financial reportingTax preparation for practice owners and independent dentistsPayroll management and quarterly filingIRS resolution, payment plans, and tax-debt reliefTogether, these services form your Financial Freedom Stack™ — from compliance to cashflow, and strategy to wealth.
Services Tailored for Dental Practice Owners
1. Tax Strategy & Wealth Planning — Tax Code Genie
- Proactive, IRS-compliant strategies that reduce tax liability
- Entity and compensation planning for multi-location or associate-based practices
- Strategic reinvestment through real estate and passive-income vehicles
2. Bookkeeping & Compliance — N4 Business Services
- Monthly bookkeeping and financial reporting
- Tax preparation for practice owners and independent dentists
- Payroll management and quarterly filing
- IRS resolution, payment plans, and tax-debt relief
Together, these services form your Financial Freedom Stack™ — from compliance to cashflow, and strategy to wealth.
-
Virtual Connection Call15 minutesAs a tax strategist and passive income engineer, I love networking and helping others reach their goals. I look forward to getting to know you during our virtual meeting.Happy networking,Cynthia
As a tax strategist and passive income engineer, I love networking and helping others reach their goals. I look forward to getting to know you during our virtual meeting.
Happy networking,
Cynthia
-
Introduction20 minutesCan you turn $5,000 into $50,000 with your current investments? Ready to increase your net worth? If you answered no to the previous questions, then schedule an appointment with me to find our how to work less and earn more.
Can you turn $5,000 into $50,000 with your current investments? Ready to increase your net worth? If you answered no to the previous questions, then schedule an appointment with me to find our how to work less and earn more.