Mommy Dentists in Business

324: CPA Secrets Revealed: What Dentists Need for True Financial Clarity

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Show Notes


In this episode, Dr. Grace Yum welcomes back dental accountant and financial expert Brian Hanks, founder of Dental Tax Advocates. Together, they dive into the most common frustrations dentists face with CPAs, strategies for choosing the right accountant, and key takeaways from the latest tax bill.

Episode highlights:

  • Why many dentists feel neglected or underserved by their accountants—and what’s really behind it
  • Smart questions to ask when choosing a CPA (fees, client load, specialization, communication)
  • A quick checklist of what your accountant should be doing for you each year
  • Two key updates from the “big beautiful tax bill”: bonus depreciation for equipment & SALT deduction changes

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