We specialize in providing, accounting, tax and business advisory services to dental offices.

You can read testimonials from some of our happy dentists on our Google Places Page

Read More Dental Client Testimonials Here.

It’s important to work with a CPA firm that understands your business, your industry, and the tax law related to it.

Because we know dental accounting, dental taxation, and understand the business of denstistry, we are in a unique position to help you:

  • Increase the profits from your dental firm by guiding you to stay aligned with, or beat, dental industry averages
  • Reduce your taxes using special deductions available to dentists
  • Prepare your business for sale someday in the future
  • Help you develop a succession plan for your business
  • Help you in a practice acquisition
  • Guide you through industry changes such as
    • the shift to corporate dentistry,
    • the reduction in Delta Dental reimbursement rates,
    • the gradual elimination of Delta Dental Premier Providers,
    • and the replacement with PPO and HMO plans.

You can read articles that reflect our expertise in this area in our blog.

Because we stay in regular contact with our dentist clients, and serve as their strategic advisors and business partners, we can help you:

  • Proactivly plan to minimize your taxes
  • Support you as you make business decisions
  • Monitor key performance indicators specific to your business
  • Make sure you are on track to reach your retirement goals

We provide up-front pricing for every service we offer.  This allows you to budget for your annual accounting expenditures.  Our goal is to eliminate all financial surprises for our clients.

We also offer unlimited consultation so you never have to worry about picking up the phone to call your CPA.  You won’t get a surprise bill in the mail.

Dental Client Testimonials:

David S Lehman, DDS

I am a practicing general dentist in Sacramento, CA. A little over a year ago, I met with an AXA financial planner named Jennifer Littlefield who works at a local financial planning firm called Harper Davis Financial. In the course of reviewing my financial plan, Jennifer introduced me to Ben Anders and Terri Davis who are CPAs with a firm called Innovative Solutions CPAs & Advisors. I met with Ben to discuss my current tax situation and a strategy for retiring. After a detailed discussion and a careful review of my budget plan, Ben was able to present me with a list of things he could do to address my immediate tax situation and to formulate a plan for retirement going forward.

As a result I decided to leave the CPA I had been with for the last twenty plus years and sign on with Ben at Innovative Solutions. The old saying that you get what you pay for certainly rang true in my situation. My prior CPA was competent and efficient, but basically was almost like a glorified H & R Block service. My prior CPA would collect my income information and then tell me how much I owed the Feds and to the State of CA.

Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goals.

I have found the entire staff at Innovative to be very responsive and prompt in dealing with issues as they may arise. They designed a specific package of services for me that was tailored to my needs and goals. The service I receive is both comprehensive and efficient. I am paying more for my CPA services than before I made the switch but I am receiving much more than just your annual tax return.

If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.

David S. Lehman, DDS

Edward Montalbo, DMD

My name is Edward Montalbo, DMD.  I am a general dentist. I have been practicing in California for over 15 years and have been running my own practice for over 10 years.  I have been using Innovative Solutions CPAs & Advisors for my business and personal accounting and tax services since June of 2015.

After a series of problems with prior CPAs, including poor communication, surprise bills, and slow service, it is refreshing to have found them. They are very approachable people who communicate with us regularly.  We have informative quarterly meetings with them in which we discuss the health of our business.  They also provide us with tax projections so we always know in advance how much we will be paying in taxes and will not have any financial surprises.  We also regularly discuss with them various opportunities for tax deductions.

They are experts in dental accounting so they also are familiar with dental specific tax deductions. We feel like we can ask them anything and they will provide an answer we can use. In addition, we can ask them as many questions as we need and we never have to worry about receiving a surprise bill from them because everything is included in their pricing.

It has been a great experience and I recommend them for any dentist or business owner who wants to be proactive about running their business and reducing their taxes.

Edward Y. Montalbo, DMD