Business Details
23 Years
experience
Trusted Dental Practice Accounting Services in San Jose
Michael & Company, CPA & Company, CPA has been dedicated to providing comprehensive accounting, tax, and business advisory services since 2003. Our firm specializes in serving dental practices and healthcare professionals, offering tailored solutions to address the unique financial challenges they face. With expertise in tax planning, QuickBooks implementation, and practice management, we help clients minimize liabilities, streamline operations, and achieve long-term financial success.Our team of certified professionals brings decades of combined experience in public and private accounting, ensuring clients receive strategic guidance aligned with evolving tax regulations. We prioritize client relationships, delivering personalized service that emphasizes transparency, proactive communication, and actionable insights to support informed decision-making.
Services
Tax Planning
Accounting Services
QuickBooks Setup
Practice Advisory
Incorporation Services
Valuation Services
Estate Planning
Cash Flow Management
Financial Consulting
Payroll Services
Details
- Year established: 2003
Highlights and features
- We have over 25 years of experience in dental practice accounting and tax planning.
- Our team includes Certified Public Accountants and Certified Valuation Analysts.
- We specialize in QuickBooks setup and training for healthcare professionals.
- Our tax strategies have saved clients thousands through entity selection and compliance.
- We provide practice-specific advisory services for dental and medical professionals.
What people say
Great customer service
Highly recommended
Patient with me
Tax smart
Client-first philosophy
Services
Tax Planning
Our tax planning services help dental practices minimize liabilities through strategic entity selection, compliance with evolving regulations, and year-round tax-saving strategies. We specialize in alternative minimum tax planning, multi-state tax compliance, and personalized strategies for practice owners to retain more earnings.
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, payroll processing, financial statement preparation, and cash flow management. Our services ensure accurate financial reporting and support data-driven decision-making for dental practices at all growth stages.
QuickBooks Setup
As Certified QuickBooks ProAdvisors, we handle software installation, system customization, and staff training. Our implementation services streamline accounting processes, improve tax preparation efficiency, and ensure accurate financial tracking for healthcare professionals.
Practice Advisory
Our advisory services focus on operational efficiency, internal control improvements, and financial strategy for dental practices. We conduct cash flow analysis, budgeting reviews, and process optimization to enhance profitability and long-term sustainability.
Incorporation Services
We guide new practice owners through entity selection, business plan development, and tax strategy implementation. Our services include financing assistance, QuickBooks setup, and compliance planning to establish a strong financial foundation for new dental practices.
People
Bassim N. Michael
CPA, CVA, MS Tax
Bassim has provided accounting and tax services to healthcare professionals since 1997. He holds CPA and CVA certifications in California and Nevada, with expertise in dental practice financial management and tax strategy.
Questions
What accounting services do you offer for dental practices?
We provide tax planning, bookkeeping, financial reporting, QuickBooks implementation, and business advisory services specifically tailored to dental practices.
How can you help reduce my practice's tax liability?
We develop customized tax strategies through entity selection, compliance planning, and year-round tax-saving techniques tailored to dental professionals.
Are you experienced with QuickBooks for dental practices?
Yes, we are Certified QuickBooks ProAdvisors with expertise in implementing and customizing QuickBooks for dental practice accounting needs.
Do you offer services for new dental practice formation?
We provide incorporation guidance, business plan development, and tax strategy implementation for new dental practices.
How do you support practice succession planning?
We help develop transition plans for practice ownership changes, including tax implications, valuation, and estate planning considerations.
What areas do you serve?
We primarily serve dental practices in San Jose, Fresno, and throughout California.
