GuidesThe Ultimate Business Guide For Orthodontists

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