Your practice deserves more than just a tax preparer.

Smarter Financial Decisions

For Dental Practice Owners.

From tax strategy and accounting to financial planning, Practice First Advisors helps dentists make confident decisions that support profitable practices and long-term wealth.

One advisor. One integrated plan. Built for dentists.

Let's discuss your financial goals.

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Let's discuss your financial goals.

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WHY MANY DENTAL PRACTICES STRUGGLE FINANCIALLY

Financial challenges can hold your practice back.

01

Paying More Taxes Than Necessary

Without proactive tax planning, many dental practices miss opportunities to legally reduce their tax burden and keep more of what they earn.

02

Disconnected Financial Advice

Working with separate accountants, tax preparers, and financial advisors often leads to missed opportunities and strategies that don't work together.

03

Cash Flow & Profitability Challenges

Growing revenue doesn't always translate into higher profits. Rising overhead, payroll, and equipment costs can quickly impact your bottom line.

04

Planning Only at Tax Time

Waiting until the end of the year to make financial decisions limits your options. Year-round planning leads to better financial outcomes.

Tanner Woolley, CPA, CFP® – Practice First Advisors

Meet Tanner Woolley, CPA | CFP®

Most dentists have a tax person, a financial advisor, and maybe a consultant, but nobody orchestrating how they work together. That gap is where so much money gets left on the table: retirement plans that ignore the practice's cash flow, equipment purchases made without tax timing, entity structures that stopped fitting years ago, the list goes on and on.

I built Practice First Advisors to close that gap. As both a CPA and CERTIFIED FINANCIAL PLANNER® professional, I work with a limited number of dental practice owners to connect tax strategy, practice profitability, and personal financial planning into one coordinated plan, reviewed year-round, not just in April.

When we talk, you'll work directly with me. No handoffs, no junior staff, no 1-800 number.

THE PRACTICE FIRST APPROACH

Where accounting, tax strategy, and financial planning come together.

We believe your financial life shouldn't be managed in separate pieces. By integrating accounting, tax planning, and financial planning into one coordinated strategy, we help dental practice owners make informed decisions that strengthen their practices while building long-term personal wealth.

Every recommendation is made with your complete financial picture in mind, because the best outcomes happen when every part of your financial plan works together.

Dental Industry Expertise

We specialize in serving dental practices, giving you advice tailored to the unique financial challenges of dentists, not generic business guidance.

Proactive Tax Planning

Tax planning isn't a once-a-year event. We work with you throughout the year to identify opportunities that reduce tax liability, improve cash flow, and support your long-term financial objectives.

Smarter Financial Decisions

From practice growth and equipment purchases to retirement planning, every recommendation is designed to support your long-term financial goals.

A Trusted Long-Term Partner

As your practice evolves, we continue adapting your financial strategy so you can confidently grow, protect, and preserve your wealth.

OUR SERVICES

Financial solutions designed exclusively for dental practice owners.

Accounting

Clear financial insights for a stronger practice.

Stay on top of your practice's financial health with accurate accounting, bookkeeping, cash flow reporting, and performance analysis that helps you make informed business decisions.

Tax Planning

Tax strategies designed to maximize savings.

Tax planning shouldn't begin at year-end. We develop year-round strategies to reduce tax liability, maximize deductions, and position your practice for long-term financial success.

Payroll Processing for Dentists

Optimize Your Salary, Tax Withholdings, and Retirement Contributions According to Your Financial Plan

We handle payroll processing and tax filings through our partner Paylogics, while keeping owner and family compensation decisions integrated with your tax strategy, because your paycheck is a planning tool, not just an expense.

Financial Planning

A personalized roadmap for your financial future.

From retirement planning and debt reduction to investment and education planning, we align your personal financial goals with the success of your dental practice.

Questions, answered

Common things people ask.

Why should I work with a CPA who specializes in dental practices?

Dental practices have unique financial needs, from equipment purchases and payroll to insurance reimbursements and practice acquisitions. Working with a CPA who specializes in dental accounting ensures your financial strategies are tailored to the dental industry, helping you improve profitability, reduce taxes, and support long-term growth.

How can proactive tax planning help my dental practice?

Proactive tax planning helps identify opportunities to legally reduce your tax liability throughout the year instead of waiting until tax season. Strategies may include retirement contributions, business structure optimization, equipment depreciation, and other tax-saving opportunities that can help you keep more of what you earn.

Do you only work with dental practices in Oregon?

No. While Practice First Advisors is based in Jacksonville, Oregon, we proudly provide accounting, tax planning, and financial planning services to dental practices throughout the United States. We work remotely with practice owners nationwide.

What financial services do you provide for dental practices?

We offer integrated financial solutions designed specifically for dentists, including accounting, tax planning, and financial planning. Our goal is to help dental practice owners make informed financial decisions, improve business performance, reduce taxes, and build lasting personal wealth.

When should I start working with a financial advisor for my dental practice?

The sooner, the better. Whether you're opening your first practice, purchasing an existing office, expanding to multiple locations, or preparing for retirement, having a trusted financial advisor can help you make strategic decisions that support both your practice and your long-term financial goals.

YOUR NEXT FINANCIAL DECISION STARTS HERE

Smarter strategies today. Greater opportunities tomorrow.

Partner with a trusted advisor who understands the business of dentistry. Together, we'll create an integrated financial plan that helps your practice thrive while building long-term personal wealth.

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