Business Details
Your Dental Financial Partner
At Core Advisors, we have dedicated ourselves to transforming the financial landscape for dental professionals. With over two decades of specialized experience, our team of certified public accountants and financial planners provides comprehensive solutions tailored exclusively for dentists. We offer an integrated approach to practice accounting, tax strategy, payroll management, and wealth planning, ensuring every financial decision aligns with both professional and personal goals. Our proactive methodology combines advanced technology with personalized service, delivering accurate financial reporting, strategic tax planning, and customized investment strategies.By maintaining a deep understanding of dental industry-specific challenges, we empower our clients to focus on patient care while we handle the complexities of financial management. Our commitment to excellence is reflected in our track record of helping clients save an average of $40,000 annually through optimized tax strategies and streamlined financial operations.
Services
Practice Accounting
Payroll Services
Tax Planning
CFO Advisory
Retirement Planning
Wealth Management
Bookkeeping
Valuation Calculator
Secure File Upload
Client Portal Access
Highlights and features
- We've been helping dentists with financial planning for over 20 years
- Our team includes CPAs and CFPs with dental industry specialization
- Clients save an average $40,000 annually through our tax strategies
- We offer comprehensive services under one roof for dental professionals
- Our proactive approach combines technology with personalized financial guidance
What people say
Save thousands in taxes
Proactive strategies
Knowledgeable team
Stress-free tax season
Tailored investment plans
Services
Practice Accounting
Our comprehensive dental accounting service provides weekly financial reconciliation, monthly reporting packages, and compliance management. We handle cash and credit transactions, liability management, and month-end closing to ensure accurate financial records. With industry-specific expertise, we deliver insightful profit and loss statements and balance sheets that help dental professionals make informed business decisions.
Tax Planning
Our proactive tax strategy service focuses on year-round planning to maximize savings for high-earning dentists. We conduct personal and business tax analyses, develop goal-based projections, and implement legal tax reduction strategies. Our team ensures optimal utilization of deductions while maintaining full compliance with complex dental industry tax regulations through continuous financial monitoring.
Payroll Services
We manage complete payroll processing for dental practices including time-off tracking, employee benefits administration, and tax filings. Our system automates pay stub generation, benefit deductions, and multi-state tax compliance while providing employees with self-service access to pay information. This comprehensive solution ensures accurate, timely payments and regulatory compliance.
Wealth Management
Our wealth management service creates balanced investment portfolios aligned with individual risk profiles and financial goals. We integrate practice financials with personal wealth planning, managing retirement accounts, debt strategies, and exit planning. The service includes ongoing portfolio optimization and performance tracking to ensure long-term financial security for dental professionals.
CFO Advisory
This strategic advisory service provides dental practice financial leadership including KPI tracking, cash flow management, and growth planning. We develop budgeting frameworks, debt management strategies, and scenario-based financial forecasts. Our team implements systems for financial monitoring and decision-making support to help practices achieve sustainable growth and profitability.
People
Thomas Gore
President
As President of Core Advisors, Thomas Gore leads our team of dental financial specialists with over 20 years of industry experience. He oversees strategic direction and client relationships while maintaining active involvement in complex tax planning and wealth management solutions for dental professionals.
Clair Harmon
Chief Operating Officer
Clair Harmon manages daily operations at Core Advisors, ensuring seamless delivery of financial services to dental clients. With extensive experience in practice management systems, she oversees process optimization and client service standards while maintaining a focus on technological innovation in financial operations.
Katie Hollenbeck
Chief Investment Officer
As Chief Investment Officer, Katie Hollenbeck leads our wealth management division with expertise in portfolio strategy and financial planning. She develops customized investment solutions for dental professionals, combining CFA and CFP qualifications to create balanced portfolios that align with both personal and practice financial goals.
Kristen Louden
Director of Tax and Accounting
Kristen Louden oversees tax strategy and accounting services for dental clients, leveraging her CPA credentials and industry expertise. She specializes in complex tax planning for high-earning dentists, ensuring compliance while maximizing savings through innovative application of dental-specific tax regulations.
Donna Howlett
Small Business Accounting Manager
Donna Howlett manages accounting services for dental practices, focusing on accurate financial reporting and compliance. With extensive experience in dental bookkeeping systems, she ensures precise transaction tracking and monthly reporting that provides actionable financial insights for practice owners.
Questions
What specific services do you offer for dental practices?
We provide comprehensive accounting, tax planning, payroll processing, CFO advisory services, and wealth management specifically tailored for dental professionals.
How are you different from general accounting firms?
Our exclusive focus on dental professionals means we understand industry-specific challenges and opportunities, offering specialized solutions developed over 20 years of experience.
How do you help dentists save on taxes?
Through year-round strategic planning, we identify dental-specific deductions and implement legal tax reduction strategies that save clients an average of $40,000 annually.
Can you help with both practice and personal finances?
Yes, we integrate dental practice accounting with personal financial planning to create comprehensive strategies that benefit both business and personal wealth goals.
What technology platforms do you use?
We utilize industry-leading platforms like QuickBooks Online, Right Capital, and Schwab for seamless financial management and reporting.
How do you handle client communication?
We provide proactive communication through regular reporting, scheduled reviews, and immediate access to financial experts for timely decision-making support.
