Business Details
Expert Dental Accounting & Tax Services
For over three decades, Haas & Reaney has provided specialized accounting and tax services tailored to dental practices, medical professionals, and niche industries. Our expertise in complex tax codes, strategic financial planning, and industry-specific consulting positions us as a trusted partner for clients seeking to optimize their financial health. We combine technical proficiency with personalized service, offering solutions in practice valuation, cash flow management, retirement planning, and entity structuring.Our team of certified professionals prioritizes client education and proactive advisory, ensuring clients navigate regulatory changes and leverage tax-saving opportunities effectively. With a focus on northern California, we maintain a reputation for integrity, technical excellence, and unwavering client commitment.
Services
Tax Planning & Preparation
Dental Practice Evaluation
Financial Consulting
Bookkeeping Services
Entity Consulting
Practice Purchase/Sales Advisory
Cash Flow Analysis
Retirement Strategy Planning
Highlights and features
- We specialize in dental practice accounting with 30+ years of industry-specific expertise.
- Our team includes CPAs and CFPs with deep knowledge of medical professional tax codes.
- We provide practice purchase/sale advisory to optimize transaction tax efficiency.
- Our cash flow analysis improves dental practice profitability through cost reduction.
- We offer retirement planning tailored to high-earning medical professionals' needs.
What people say
"Second to none" expertise
Passionate about client success
Essential strategies for businesses
Warm, engaging professionals
37 years of trusted service
Services
Tax Planning & Preparation
Our tax planning optimizes financial outcomes by leveraging current tax laws and minimizing liabilities. We prepare comprehensive returns for individuals and businesses while identifying deductions specific to dental professionals. With ongoing compliance monitoring, we ensure clients remain audit-ready while maximizing refunds and reducing future tax burdens.
Dental Practice Evaluation
We conduct detailed practice valuations considering equipment, patient base, and revenue streams. Our analysis includes financing options and tax implications for buyers and sellers. By benchmarking against industry standards, we provide actionable insights to maximize practice value during transactions.
Financial Consulting
Our financial consulting focuses on long-term wealth management for medical professionals. Services include retirement planning, investment strategy, and estate planning tailored to high-income earners. We develop customized roadmaps to achieve financial independence while addressing unique practice ownership challenges.
Bookkeeping Services
We manage day-to-day financial transactions to maintain accurate records and regulatory compliance. Our systematized approach tracks receivables, payables, and payroll while generating real-time financial reports. This allows practitioners to focus on patient care without compromising financial oversight.
Cash Flow Analysis
Our cash flow analysis identifies cost reduction opportunities and revenue enhancement strategies. We create customized budgeting frameworks and monitor key performance indicators specific to dental practices. Regular reviews ensure optimal liquidity and sustainable growth through data-driven financial decisions.
People
Michael A. Haas
Partner
Certified Public Accountant and Certified Financial Planner with over 37 years of experience serving dental professionals. Specializes in tax strategy and practice transition advisory.
David A. Haas
Tax Partner
CPA with advanced tax expertise, focusing on complex return preparation and entity structuring for medical practices. Brings specialized knowledge of state-specific dental tax regulations.
Tammy Reaney
Partner
Senior accounting professional with extensive experience in financial planning for healthcare practitioners. Provides strategic guidance on practice management and tax-efficient compensation structures.
Cheri Lee Stompe
Staff Accountant
Enrolled Agent specializing in tax compliance and advisory services for small to mid-sized dental practices. Assists with IRS and state tax resolution matters.
Lilli Axelsen
Staff Accountant
CPA candidate with expertise in bookkeeping systems and financial reporting for emerging dental practices. Focuses on implementing efficient accounting processes for new practitioners.
Questions
What dental-specific accounting services do you offer?
We provide practice valuation, tax planning, cash flow analysis, and entity structuring specifically for dental professionals. Our team understands industry nuances like equipment depreciation and patient revenue cycles.
How do you help with dental practice transitions?
We guide buyers and sellers through valuation, financing options, and tax-efficient transaction structures. Our advisory includes post-sale integration planning and succession strategy development.
What tax benefits do you specialize in for dentists?
We identify deductions for equipment purchases, home offices, and continuing education. Our planning minimizes self-employment taxes and optimizes retirement account contributions for high-earning practitioners.
Can you assist with financial planning for new dentists?
Yes, we help establish accounting systems, create startup budgets, and develop debt management strategies tailored to new practice owners while ensuring compliance with healthcare-specific regulations.
What sets you apart from general accounting firms?
Our exclusive focus on dental and medical professionals provides deeper industry insight. We combine CPA expertise with practical practice management knowledge that general firms lack.
