Attention Dental Practice Owners

If You Own A Dental Practice And Earn $500K+ A Year, We'll Save You At Least $50K In Taxes This Year, Or You Don't Pay

Your CPA keeps filing your returns while your Tax Strategist sets up your practice's tax structure before December 31st.

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Proven Results

Proof From Norman's Work With Dental Practice Owners

$1.2M+
in overpaid taxes recovered for 2 dentists who own their practices
$931,349
recovered for one dentist by amending past returns that missed cost segregation
RIA
Norman owns a registered investment advisory firm in Stockton, California

Is This You?

Who Is This For?

Who This Is For:

  • You own a dental practice and earn $500K or more a year.
  • Your CPA files a clean return every spring, but nobody redesigns your structure before December 31st.
  • You mail quarterly estimates, sign a six-figure tax bill in April and quietly hope everything was caught.
  • You own your practice building or rental homes, or you're planning to buy some.
  • A spouse, an associate or your kids are part of the practice, and you want the structure built around your family.
  • You'd like one dedicated Tax Strategist to design the moves and coordinate them with your CPA, attorney and payroll company.

This Is Not For:

  • Associate dentists and employees who don't own a practice.
  • Practice owners earning under $500K a year.
  • Anyone looking to replace their CPA.
  • Anyone looking for shortcuts, questionable schemes or aggressive tax gimmicks.
  • Owners who want tax ideas to read about but don't want them actually set up.

Real Clients · Real Outcomes

What We've Delivered

Two dentists from the top of the range, both far above the $500K owner this offer is built for.

Dental practice, S-corporation
$931,349
recovered in overpaid taxes
Amended returnsCost segregation8 rental homes

He had $1,508,000 of taxable income from his practice and his rentals and paid $620,000 in taxes in 2023. Cost segregation had never been ordered on his 8 rental homes, so we amended his returns. We also set up a buy-sell arrangement so his son, an associate in the practice, can buy it over 10 years.

Dentist who owns his practice building and 8 rentals
Dental practice, S-corporation2022 tax year
$279,000
in quarterly estimates recovered
Practice restructuredShort-term rentals

He had $900,000 of taxable income and paid $420,000 in taxes in 2021. After we restructured his practice and he invested in short-term rentals, he got back the $279,000 he'd already paid in quarterly estimates for 2022.

Dentist earning $900,000 a year

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how Norman and your dedicated Tax Strategist run year one, which he calls the implementation year.

First, A Tax Risk Assessment

Your Tax Strategist opens with a private kick-off session, then goes through your prior and current returns, your practice entity, your pay and your real estate to find where money is leaking.

We Design Your Tax Structure

We pick the strategies that fit your practice, model the savings and design one structure for the practice, your property and your family, so every piece works together.

Every Move Backed By The Code

Each recommendation comes with a summary of the tax code section behind it, and your strategist walks you through every one personally, so you and your CPA can see why it's allowed.

We Set It All Up

We establish the entities and arrangements and see each strategy through, because a move that gets discussed but never set up doesn't save you anything.

We Work Directly With Your CPA

We coordinate every step with your CPA, your attorney and your payroll company, so the work doesn't fall on you. Your CPA keeps preparing and filing your returns.

Year-End And Quarterly Reviews

We monitor the setup and handle year-end planning before December 31st. From year two, we review your strategy every quarter and adjust for changes in your income, your practice and tax law.

Book A Strategy Call

Still On The Fence?

Frequently Asked Questions

Do I have to replace my CPA?+
No. Your CPA keeps preparing and filing your returns, and we work with them directly, along with your attorney and payroll company. Every recommendation arrives with a tax code summary, so your CPA can read the reasoning instead of taking it on trust. If your CPA would rather not work alongside a planner, Norman can introduce you to a planning-focused CPA who already knows his process, and the decision stays yours.
Is this the aggressive tax stuff I've heard about?+
No. Norman's website says in writing that his work isn't for anyone looking for shortcuts, questionable schemes or aggressive gimmicks. Everything rests on current law, and each recommendation carries a summary of the tax code section behind it, explained in plain English for you and your CPA.
Isn't it too late in the year to change this year's taxes?+
Not if you move before December 31st. Some moves only count inside the tax year, like wages your kids earn for real work in the office, the days your practice rents your home and rental property placed in service. The first-year engagement is written with late starts in mind, so much of the analysis, planning and setup happens in a compressed window before the year closes.
When will I actually see the savings?+
Most of what lowers this year's bill has to be in place by December 31st, and the savings show up when your CPA files the return. Fixes that look backward, like amended returns on earlier years, come back as refunds of tax you've already paid.
Will my practice get a result like $931,349?+
Probably not, and Norman won't pretend otherwise. Both cases on this page earned far more than $500K a year, which is exactly why this offer is sized for an owner earning $500K. What you save depends on your income, your structure and your timing.
What does it cost?+
Year one, the implementation year, is $15,000 paid in full or $20,000 in two payments. From year two, ongoing advisory typically runs $12,000 to $18,000 a year. Norman confirms the fee for your practice on the strategy call.
What happens after the first year?+
The work shifts to ongoing advisory: a strategy review every quarter, monitoring all year, planning ahead of major transactions and changes whenever your income or the law shifts. Your strategy and documents sit in one secure place on the Tax Truths planning platform, with a voice-guided course that explains every recommendation.
What should I bring to the strategy call?+
Last year's personal return and the practice return, plus this year's profit and loss or the estimated payments you've made so far. If your spouse co-owns the practice or you file jointly, bring them too, since these decisions affect you both.
Book A Strategy Call
One Last Step

Ready To See Where Your Practice Is Overpaying In Tax?

On the strategy call, Norman goes through your practice and your numbers with you, then flags where your structure seems to be costing you and which changes can still happen before December 31st. If it's a good fit, he lays out year one and its price so you can make a clear decision.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.