From Jonathan Moffat's talk
Get Today's Slides, Plus See What Your CPA May Be Missing
Your slides and a sample Savings Snapshot arrive by text and email right away. Then grab a Free Tax Savings Review: 30 minutes on your last return, with a clear list of what you could be saving.
What you get
- Today's slides. The full Dentist Financial Freedom Formula deck, exercises included.
- The Savings Snapshot. A one-page look at what our review found for one dental practice.
- A Free Tax Savings Review. 30 minutes. We go through your last return and show you what your CPA may be missing.
- Your year-end shortlist. The moves that have to be in place before December 31.
$113,586
Tax review findings for one dentist, in one year.
(Example client; your results will differ.)
$37,000 to $185,800
Estimated first-year opportunity found in a sample Tax Savings Review (medium case: $99,700).
See the Savings Snapshot →About Jonathan Moffat
Jonathan grew up around dentistry (his grandfather was a dentist). He has acquired and grown 8 practices into a group he now runs as CEO in about 2 to 3 hours a week. He founded Aligned Advisors, Aligned Tax & Accounting, DSOCFO, and NumbersIQ to give entrepreneurial dentists what most never get: a team that plans their taxes all year and makes sure the plan gets done.