As a doctor, dentist, or another kind of business professional, you’ve got your hands full with everyday operations! This is why it’s essential to hire a professional to help you with tax issues and make the most of your retained earnings. At David Cohen & Associates, we’ve been helping small businesses just like yours with tax planning and tax optimization for over twenty years.

We take a holistic approach when it comes to taxes. We can help you find tax efficiencies you may not have been aware of and explain how to use insurance to protect your business and leave tax-free money to your family or business partners as part of your estate. We’ll also talk about the most tax-efficient way to set up your succession plan and work with other tax professionals, including your accountant, to ensure you retain as much of your earnings as possible.

Reach out to us today to get started planning for a better financial tomorrow!