Dental & Healthcare Professionals


How's your health? Your financial health, that is...

As a healthcare professional, you spend much of your day listening to your patients. It's important to give them your undivided attention in order to offer the right diagnosis. Your patients depend on your knowledge and experience, and trust your opinion to keep their health in tip-top shape.

But when it comes to your financial health, whom do you turn to? You want someone with the experience you can trust, and more importantly, someone who listens and offers you sound advice. You need someone who will keep your finances in tip-top shape. Good financial and tax planning provides not only solutions, but also knowledge. It motivates people to change their financial futures.

Shockley Tax Advisory offers custom-tailored financial strategies and accounting for healthcare professionals. And most importantly, we work to sustain the client-advisor relationship over time, so that one advisor and one client may share a prime level of communication and understanding.

INCOME TAX STRATEGY AND PREPARATION​​​​​​​​​​​

We stay current in the tax laws affecting the healthcare professions and can therefore help find the tax breaks that someone less informed might easily overlook. Since early planning is the best way to reduce your tax liability, we meet regularly with our clients to discuss tax saving strategies.

PRACTICE OVERHEAD ANALYSIS

By meeting regularly with our clients to review their financial statements, we give them the feedback on how their practice compares with other practices. In addition we recommend ways to improve the practice.

TAX REPRESENTATION

We are authorized to represent our clients before various tax agencies. Naturally, we advise our clients on how to avoid being audited, but it's comforting for them to know that if they are ever audited we will represent them. In fact, in most situations, our clients do not meet personally with the auditor.

ACCOUNTING/ BOOKKEEPING SERVICES

The financial statements we prepare for our clients are custom tailored to provide them with the information they need to understand and properly manage their practice. Our staff is trained to deal with the subtleties of accounting for the health care professional.

PAYROLL TAXES

We take the guesswork and drudgery out of filing the necessary payroll tax forms with the authorities.

PERSONALIZED PLANNING STRATEGIES

We further assist our clients by introducing them to personalized strategies that can potentially fulfill their needs in the areas of wealth accumulation and college planning. These services help our clients face the coming years with confidence.