Success Stories

Kabir Sandhu approached our team during the purchase of his dental practice seeking clear financial guidance and long-term tax strategies. We began by assessing his current financials and future goals, then created a tailored tax planning roadmap that aligned with his practice growth objectives and personal retirement plans. 

Our team handled all accounting setup, ensuring accurate income tracking and regulatory compliance from day one. Throughout tax seasons, we proactively analyzed results to identify savings opportunities and adjust strategies, relieving Kabir from tax-related stress. Additionally, we implemented ongoing retirement planning advice to secure his future. 

Kabir shared: “Fazel made my life very stress free, both professionally and personally. He helped me understand the numbers involved and offered retirement tax planning. I could not recommend anyone better for financial services.” 

When Dr. Fukui decided to acquire a dental practice amid the COVID-19 pandemic, our team became a vital partner in navigating this complex process during uncertain times. We conducted a thorough financial analysis of the target practice, identifying hidden risks and opportunities in the transition. 

Zahra and the team provided prompt, detailed answers to all accounting and tax-related questions, including pandemic-specific regulatory changes impacting practice revenue and expenses. We helped structure the purchase agreement with optimal tax planning, ensuring compliance with new laws while maximizing financial benefits. Regular check-ins and transparent communication helped 

Dr. Fukui make informed decisions confidently, leading to a seamless acquisition despite challenging conditions. He said: “They have always made it easy to be in contact. I highly recommend Fazel and his services. It has been a great experience to have him on my side.”

Dr. Maadani was overwhelmed by sales-driven financial advice and sought a trusted, unbiased partner. Our team began with a comprehensive review of her practice’s financial status and personal goals.

We delivered a fee-only, vendor-neutral plan that prioritized her specific needs over sales commissions. We then provided clear explanations of complex tax, investment, and operational options, empowering Dr. Maadani to make data-driven decisions about practice expansions and investments. Ongoing quarterly reviews allowed us to adapt the strategy as her practice evolved.

Dr. Maadani said: “I recently had the opportunity to consult with Fazel, and was thoroughly impressed by his knowledge and honesty. His approach helped me make well-informed decisions for my practice’s financial growth.”

During a difficult divorce process and simultaneous dental office launches, Kooshyar Tahmasbi and his spouse relied heavily on our team’s expertise. We coordinated the allocation of assets, including dental practices and personal finances, ensuring fair and transparent division compliant with family law.

We structured business loans and leases to support independent practice startups, handled cash flow projection and budgeting to maintain operational stability.

Our team managed all tax implications of the divorce and new business formations, working closely with legal counsel to avoid pitfalls. Kooshyar noted: “He was always with us. When he says he will do something, it is done. No excuses, no surprises, no disappointments. He is still a big part of our businesses.”

Dr. Parisa Maadani engaged our team to conduct critical due diligence for her first dental practice acquisition. We performed an exhaustive financial audit, verifying income, expenses, and tax records. Our legal team reviewed practice contracts and lease agreements for potential liabilities.

We provided a detailed risk assessment report highlighting areas for negotiation to protect Dr. Maadani’s investment. During the acquisition, our team facilitated communication between all parties, coordinating timelines to ensure a smooth closing. Post-acquisition, we supported integration into accounting systems and advised on tax-efficient strategies.

Dr. Maadani shared: “I had so many questions, and Fazel was patient and thorough. They made the process clear and manageable, giving me confidence to move forward with my acquisition.”