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Practice Wealth Partners

How Does the Tax Reduction Program Actually Work?

A plain-English walkthrough of the strategies we use — and why your CPA has never mentioned them.

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$60K–$120K
The average dentist overpays every year

Not because they're doing anything wrong.
Because no one has ever shown them the legal strategies that exist.

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There Are Two Types of CPAs

Type 1: The Filer
Looks backward
Files what happened
Reactive
Most dentists have this
Type 2: The Strategist
Looks forward
Plans what will happen
Proactive
This is what we do
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We Are Tax Strategists

We don't just file your taxes.

We engineer your tax situation before the year ends — so you pay the legal minimum.

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Our Strategy Runs on 4 Pillars

1
Entity StructureAre you set up correctly?
2
Retirement OptimizationAre you using every available vehicle?
3
Deduction EngineeringAre you capturing everything you're entitled to?
4
Income TimingAre you controlling when income hits?
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Most Dentists Are Structured Wrong

The difference between an S-Corp and a sole proprietorship can be $20,000–$40,000/year in self-employment tax alone.

We fix this in the first 30 days.

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$70,000+
A Solo 401(k) can shelter this much per year

Most dentists contribute $6,500 to an IRA and call it done.

We build retirement structures that shelter 10× that amount — legally, immediately.

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You're Probably Missing Dozens of Deductions

✓
Home office
✓
Vehicle
✓
Continuing education
✓
Equipment & technology
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Family employment

Each one is legal. Each one reduces your taxable income dollar-for-dollar.

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Controlling When You Earn Changes What You Owe

Shifting income between tax years, deferring bonuses, timing equipment purchases —

These decisions can move you into a lower bracket entirely.

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Here's What Happens After You Hire Us

1
Month 1Full tax audit — we find every missed deduction from prior years.
2
Month 2Strategy implementation — entity restructure, retirement setup, deduction capture.
3
Month 3+Ongoing planning — quarterly check-ins, year-end strategy, proactive adjustments.
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Real Example: Dr. Sarah K.

General Dentist — $420K Income
Previous Tax Bill$148,000 (35% rate)
After Strategy$89,000 (21% rate)
Year-One Savings$59,000
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On Your Strategy Call, We Will:

✓
Audit your current tax situation
✓
Identify your top 3 savings opportunities
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Give you a specific dollar estimate
✓
Tell you exactly what to do next

No obligation. No pressure. Just numbers.

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