We understand the unique financial challenges that dentists and specialists face because we’ve spent over 40 years helping practice owners overcome them. Our specialization in tax and business planning for dentists means we offer strategies tailored to your specific needs.
At McGill and Lyon Dental Advisors, we’ll help you take control of your financial future. Schedule your complimentary consultation to learn how our experts create a custom tax and business plan that helps you keep more of what you earn – while securing your long-term success.
Choosing the right tax and business advisors is critical to the success of your practice and your financial future. We help you create strategies to maximize profits, minimize your tax burden, and secure long-term financial success. With the McGill and Lyon team, you’ll partner with the experts in:
Financial Planning
This will be a phone call with one of our advisors to understand your pain points, aspirations, and concerns.
You’ll provide us with your financial and personal information via our secure portal so we can assess where enhancements can be made.
A one-hour call for you and your spouse to meet your advisor, review goals and concerns, clarify data, and set expectations.
A half-day meeting in Charlotte, NC, for a comprehensive review of strategies and our recommendations.
Your advisor will share a detailed, personalized report of actionable items for implementation.
Benefit from scheduled coaching calls, plus ongoing support as needed for tax, business, and financial matters.
Re-engage with us in the years you need us. We’ll re-evaluate your goals and game plan and adjust to your needs.
Running a successful practice isn’t just about providing top-tier patient care—it’s about making wise financial decisions that protect your income, minimize taxes, and set you up for long-term success. Without a strategic business plan and proactive tax strategies, you risk missing key financial opportunities and losing hard-earned revenue due to inefficiencies in your practice structure.
Let us help you take control of your practice’s finances and create sustainable wealth-building strategies. Whether you’re looking to maximize practice profitability, plan for retirement, or restructure your business for optimal tax savings, our team is here to help.