Chapter 10: Taxes & Financial Strategy

When to Hire a CPA

When to Hire a CPA

If you’re still filing your own taxes as an orthodontist, you’re likely overpaying or making mistakes. A Certified Public Accountant (CPA) who specializes in dental and medical practices is one of the best investments you can make.

Signs It’s Time to Hire a CPA:

• Your income has grown and tax planning has become more complex.
• You’re spending too much time on bookkeeping instead of focusing on your patients.
• You’re unsure how to properly structure your practice for tax efficiency.
• You want to reduce your tax burden legally but don’t know all the deductions available.
• You’ve been audited or received IRS notices in the past.

A great CPA will do more than just file taxes—they will help you strategize year-round, plan for growth, and ensure compliance with tax laws.

What to Look for in a CPA:

• Experience with dental and medical professionals
• Strong knowledge of tax deductions and loopholes specific to orthodontists
• Ability to offer proactive tax strategies instead of just end-of-year filing
• Clear, upfront pricing with no hidden fees