Business Details
Trusted Dental Accounting Services
Haas & Reaney has dedicated over three decades to empowering dental practices, medical professionals, and specialized practitioners with tailored financial solutions. Our deep expertise in complex tax codes, strategic financial planning, and industry-specific best practices positions us as a trusted partner for clients seeking to optimize their financial health. We combine personalized service with a team-driven approach, ensuring every client receives meticulous attention and actionable insights.With a focus on tax planning, practice consulting, and financial strategy, we serve as a cornerstone for clients navigating the unique challenges of their professions. Our commitment to continuous education, cutting-edge technology, and ethical standards has solidified our reputation as a leader in Northern California's accounting landscape. We view every client relationship as a partnership, prioritizing long-term success through proactive guidance and transparent communication.
Services
Tax Planning & Preparation
Dental Practice Evaluation
Financial Consulting
Bookkeeping Services
Entity Consulting
Highlights and features
- We offer 30+ years of specialized experience in dental practice accounting.
- Our team includes CPAs and CFPs with in-depth knowledge of medical tax codes.
- We provide personalized financial strategies tailored to healthcare professionals.
- Our practice-focused services address unique challenges in dental practice management.
- We combine technical expertise with a client-centric partnership approach.
What people say
Second to none
True passion for work
Highly recommend this firm
Services
Tax Planning & Preparation
Our tax specialists help dental professionals minimize liabilities through strategic planning and compliance. We stay current with evolving tax codes to identify savings opportunities while ensuring accurate filings. Clients receive proactive guidance on deductions, credits, and year-round tax strategies tailored to their practice needs.
Dental Practice Evaluation
We provide comprehensive assessments for practice transitions, analyzing financial health, market positioning, and tax implications. Our evaluations consider equipment value, patient base, and profitability metrics to determine fair market value. This service supports informed decision-making for buyers and sellers in dental practice transactions.
Financial Consulting
Our advisors develop customized financial plans addressing retirement, investment management, and business succession. We help dental professionals create sustainable wealth strategies that align with practice goals and personal objectives. Services include cash flow analysis, risk management, and long-term financial planning.
Bookkeeping Services
We manage day-to-day financial operations including accounts payable/receivable, payroll processing, and financial reporting. Our systems ensure accurate records for compliance while freeing practitioners to focus on patient care. We implement efficient processes tailored to dental practice workflows.
Entity Consulting
We advise on optimal business entities for tax efficiency and liability protection. Our consultants evaluate existing structures and recommend changes based on practice growth, ownership transitions, and financial goals. This includes S-corp, C-corp, and partnership structuring for dental practices.
People
Michael A. Haas
Partner
CPA and CFP with over 37 years of experience serving dental professionals. Specializes in tax strategy and practice transitions while maintaining long-term client relationships through personalized service.
David A. Haas
Tax Partner
CPA with specialized expertise in dental tax planning and compliance. Focuses on minimizing tax liabilities for healthcare professionals through strategic financial solutions and regulatory compliance.
Tammy Reaney
Partner
Experienced CPA providing comprehensive accounting services to medical professionals. Emphasizes personalized financial guidance and long-term practice sustainability through strategic planning.
Cheri Lee Stompe
Staff Accountant
EA with specialized knowledge in dental practice accounting. Supports clients with tax preparation, compliance, and financial reporting while working closely with senior partners on complex cases.
Lilli Axelsen
Staff Accountant
CPA candidate assisting with accounting and tax services for healthcare professionals. Provides technical support while developing expertise in dental practice financial management.
Questions
What accounting services do you offer for dental practices?
We provide tax planning, bookkeeping, financial analysis, entity structuring, and practice transition consulting tailored to dental professionals.
How do you help dentists with tax planning?
Our specialists minimize tax liabilities through strategic planning, leveraging industry-specific deductions and compliance strategies.
Do you work with other medical professionals besides dentists?
Yes, we serve a range of medical practitioners including physicians, specialists, and healthcare providers.
What sets your firm apart from general accounting firms?
Our exclusive focus on dental and medical practices ensures deep industry understanding and specialized solutions.
How can you help with dental practice purchases or sales?
We provide valuation analysis, tax considerations, and financing guidance for practice transitions.
