Custom Accounting CPA

$2,019,302.
That's what business owners are typically told is impossible to avoid: overpaying the IRS. It felt that way for 52 business owners too, until they stopped relying on tax preparation alone.

That number is what proactive tax planning did for them with Custom Accounting CPA in 2025. Not through loopholes. Through catching costly mistakes early enough to actually fix them.

If you've ever wondered what your current CPA might be missing, our FREE live webinar on September 22nd will show you.

Tuesday, September 22nd at 12:30 PM ET.
Click to save your seat: https://hubs.la/Q04vM1hJ0

Or comment TAXES and we'll send it directly.

Questions That Reveal the Right CPA Fit | LinkedIn (https://hubs.la/Q04wSdFF0)

Your CPA files your returns on time. But have they ever sat down with you to map out a real tax reduction strategy? We wrote about the specific questions that reveal whether you need a generalist or a specialist, and what the answers actually mean for your bottom line.

Questions That Reveal the Right CPA Fit Your CPA files your returns on time. But have they ever sat down with you to map out a real tax reduction strategy?

Every dollar you didn't plan for ahead of time is a dollar the IRS gets to keep.

Traditional tax preparation can't fix that. It happens after the year is already over, when there's nothing left to adjust. Proactive tax planning happens while there's still time to act, and that timing is the entire difference.

This is what Custom Accounting CPA does differently, and it's exactly what our FREE webinar walks you through.

Tuesday, September 22nd at 12:30 PM ET.

Register here: https://hubs.la/Q04vMfvK0
Or comment TAXES if you'd rather we send you the details.

Another week, another happy client⭐

Reviews like this are a good reminder of what proactive tax planning is actually supposed to feel like for a client: responsive, hands-on, and focused on outcomes, not just a filed return once a year.

If your current tax relationship doesn't feel like this, it might be worth a second look.

Free 30-minute strategy session: https://hubs.la/Q04w8L7N0

The scariest tax bill isn't the one you get. It's the one you didn't see coming.

That's what happens when tax compliance is treated like the finish line instead of the starting point. Your return gets filed correctly. By the time you see the number, there's nothing left to do about it.

Custom Accounting CPA built this FREE webinar specifically to close that gap. We'll show you exactly how proactive tax planning catches these mistakes while there's still time to act on them.

Tuesday, September 22nd at 12:30 PM ET.

Click to save your seat: https://hubs.la/Q04vMdQm0
Or comment TAXES and we'll send it directly.

Your CPA handed you a clean return last April. Every number was correct. And your tax bill was still $30,000 to $80,000 higher than it needed to be.

That's the gap between tax preparation and proactive tax planning. Preparation reports what already happened. Planning shapes what happens next.

For practice owners and business owners doing $1M to $5M in revenue, the decisions that set next quarter's tax outcome are being made right now, not in March and not at year-end.

Three moves that change next quarter's number before it's locked in:
Entity structure review. If you're still operating as a sole proprietor or single-member LLC with no S-Corp election, you're paying 15.3% self-employment tax on every dollar of net profit. On $300,000 net income, that's up to $45,000 per year the IRS collects because nobody reviewed the structure.

Compensation rebalancing. Even with an S-Corp in place, setting your W-2 salary too high quietly erases the savings. Your reasonable salary should reflect what someone doing your clinical or operational work would earn in your market. Everything above that flows as a distribution and skips SE tax.

Retirement stacking. If $69,000 in 401(k) contributions is your ceiling and nobody has mentioned what sits above it, you're leaving six figures in deductions unbuilt. A defined benefit plan layered on top can shelter $100,000 to $250,000+ depending on your age.
All three are structural decisions that compound every quarter they go unreviewed.

In 2025, Custom Accounting CPA identified $2,019,302 in legal tax savings across 52 business owners, averaging $38,832 per client. Not through last-minute deductions, but through planning that started well before the quarter closed.
You went to dental school to become a dentist, not a tax strategist. But next quarter's tax outcome is being written today, and the only question is whether someone is actively shaping it for you.

In 2025, Custom Accounting CPA identified $2,019,302 in legal tax savings across 52 business owners, averaging $38,832 per client. Not through last-minute deductions, but through planning that started well before the quarter closed.

Next quarter's tax outcome is being written today. The only question is whether someone is actively shaping it for you.
Book a free strategy session: https://hubs.la/Q04w0MZS0

Quick gut check: when's the last time your CPA called YOU with an idea, instead of the other way around?

If the answer is "never," you're likely paying for tax compliance. Not tax strategy. And that gap quietly costs business owners real money every single year.

That's exactly what Custom Accounting CPA's FREE webinar is built to fix. In 45 minutes, you'll walk away knowing:
● The 5 most costly tax mistakes small business owners make, and the one nearly everyone is making right now
● How to tell if your CPA is actually saving you money, or just keeping you compliant
● The exact proactive tax planning strategies that saved our clients $2,019,302 in one year

Tuesday, September 22nd at 12:30 PM ET.
Save your seat here: https://hubs.la/Q04vMbm30

Or comment TAXES if you'd rather we send you the link directly.

What Tax Planning Adds Beyond Tax Prep?

Most small and mid-sized business owners think their accountant is already doing tax planning. Really, most are just doing tax compliance: filing what's owed, on time, done.

Proactive tax planning is different.

It's a real tax strategy, not just a filing. Tax prep looks backward. Planning looks forward.
It's tax optimization all year, not a scramble every March.
It connects your taxes to your cash flow. Every business decision has a tax impact, and planning accounts for that before you make the move.
It replaces surprises with forecasts.

Traditional tax preparation answers "what do I owe." Proactive tax planning answers "how do I owe less, every year."

If you want more than a return filed on time, Custom Accounting CPA is built for exactly that: real financial planning around your business, not just paperwork.

Book a FREE strategy session: https://hubs.la/Q04v78-m0

Running a Small Business means constantly guessing whether you're keeping enough of what you actually earn, and usually finding out you didn't only after the return is already filed.

That's what happens when a CPA handles Tax preparation instead of Tax strategy. The numbers get filed correctly. Nobody ever asks if they could've been smaller.

This is exactly the gap Custom Accounting CPA built our FREE webinar to close. In 2025 alone, proactive tax planning put $2,019,302 back into the pockets of 52 business owners we work with, before their filings were ever due.

Join us FREE on Tuesday, September 22nd at 12:30 PM ET to see how.
Click below to save your seat: https://hubs.la/Q04vg1390

Prefer we send it to you directly? Comment TAXES and we'll drop the link in your inbox.

7 Signs a Dental Practice Is Overpaying Taxes 🦷

Dental practice tax overpayment is more common than most owners realize, and most don't catch it until it's already too late to fix that year's bill. Here's how to spot it early, whether you're the owner or the one managing the books.

1. Your CPA only calls you at tax time. That's tax prep, not tax planning for dentists. Big difference.
2. You genuinely don't know your practice's tax rate. If you can't answer that off the top of your head, nobody's actively working to lower it.
3. Nobody's looked at your entity structure in years. What made sense when you opened your practice might be costing you real money now.
4. You're leaving tax deductions for dental practices on the table. New chairs, tech upgrades, office buildouts. If nobody's tracking it, you're not claiming it.
5. Your retirement plan and your tax plan live in two different worlds. Good dental practice financial management means they work together, not separately.
6. You get "surprised" by your dental practice taxes every year. Surprises mean nobody forecasted it. That's the opposite of planning.
7. Your accountant can tell you what you owe, but not why. Ask which specific strategies lowered your bill this year. A vague answer is usually a sign of accountant tax errors going unnoticed, not a real strategy at work.

If more than one of these hit close to home, it might be time for a second opinion; one that protects your profit, not just your paperwork.
Custom Accounting CPA works exclusively with dental practice owners, building real, proactive tax strategy.

Ready to see where your practice stands? Book a free strategy session: https://hubs.la/Q04v7M-_0