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What Most Dentists Miss During Tax Season

Jan, 2026 | Dental Insights


Tax season is upon us, and for many practice owners, that can feel overwhelming. The good news? It doesn’t have to be…if you come prepared!

We always recommend starting with a dental-specific CPA who understands the unique financials of your practice. If you don’t currently work with one, reach out, we’re happy to provide trusted recommendations.

Once you feel confident in the CPA you’re working with, the focus shifts to the bigger picture: growing your practice while reducing your tax burden. In most cases, it’s far more impactful to increase your cash flow by $50,000–$100,000 than to spend excessive time trying to save $5,000–$10,000 in taxes alone. The goal is to have both working hard for you. That starts with a clear understanding of how your practice is performing today and where it’s headed next.

At E2E Financial, we are a Registered Investment Adviser (RIA) and fiduciary. We work with your dental practice, to help you achieve your long-term financial goals with intention and clarity.

As part of our Dental Financial Coaching Program, you’ll receive:

  • Monthly Coaching calls
  • A clear understanding of your financial picture and how it works with your practice along with our recommendations on what to do next
  • Access to your financial picture online through EMoney
  • Our network of 150+ recent dental graduates and 250+ current dental students
  • A quarterly webinar series based on our clients needs
  • Networking opportunities with other dental clients
  • Opportunities to speak at dinners, invites to events and so much more!
  • If you’re interested in seeing whether our Dental Financial Coaching Program is the right fit for you, we invite you to schedule a complimentary consultation to get started.

If you’re interested in seeing whether our Dental Financial Coaching Program is the right fit for you, we invite you to schedule a complimentary consultation to get started.

You’ve worked hard to get where you are. Let us help ensure your money is working just as hard for you.

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Securities offered through LPL Financial, Member FINRA/SIPC. E2E Financial is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

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This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the possible loss of principal.

The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. Indexes are unmanaged and cannot be invested in directly.

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Market Index captures broad US equity coverage. The index includes 3,204 constituents across large, mid, small and micro capitalizations, about 99% of the US equity universe. Indexes are unmanaged and cannot be invested in directly.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

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