• Grow.  Succeed.  Live.



    We provide a proactive approach to taxes and financial managment.  We utilize technology and fixed price agreements to partner with our dental clients.  What is the end goal?  To keep more post-tax profits in your pocket.

    Tax Compliance


    Tax compliance is the necessary evil that most people think of when they think of taxes. You need to meet your compliance obligations or a revenue agent will come-a-knocking. We make sure that your tax returns are done correctly, on time, and that you have taken advantage of every possible deduction.


    Tax Planning


    Tax planning provides a more proactive approach to taxes.  Once 12/31 hits you can only minimally influence your tax returns.  The majority of your possible deductions need to be executed before year-end.  You need to take a proactive approach to taxes on an ongoing basis in order to minimize their  impact.  Tax planning can turn the expense of working with an accounting firm to an investment on which you receive a return.  We'll help you get there.


    Virtual CFO


    Most business owners don't have the time, desire, nor skill to manage all the financial nuances of their business. Virtual CFO services bridge the gap between numbers and business strategy and execution. We work with business owners to proactively lead you in the financial management of your business and to develop Key Performance Indicators (KPIs) that are easy to monitor in order to achieve greater success.


    Find out more about Virtual CFO from this Virtual CFO Video.



    Practice Acquisition Support

    Purchasing a practice? We are here to help you with the due diligence. We can evaluate the numbers, compare to industry benchmarks and provide valuable feedback: we look at more than just the numbers. You need to make sure the practice you are purchasing is healthy so that you start off on the right foot.



    2018 Tax Reform For Dentists and Dental Practices

    Our 2018 Tax Reform Guide For Dentists is available for download.



    Adam Shay, CPA, MBA

    Adam Shay, CPA, MBA

    Managing Partner

    Caroline Montgomery, CPA

    Dental Practice Lead, Partner

    Richard Pasquantonio, CPA/CFF, CFE, CFDA

    Director of Dispute Services

    Meridith Belcher

    Meridith Belcher, CPA

    Staff Accountant

    Robin Soto

    Rachel Needham, CPA/CFF

    Manager of Fraud & Forensic Services

    Robin Soto

    Office Manager

    Robin Soto

    Tiffany Lowery


    Robin Soto

    Vanessa Clemmer


    Robin Soto

    Chetna Sharma


    Robin Soto

    Nicole Griffes


    Robin Soto

    Chris Nebel

    Enrolled Agent

    Robin Soto

    Brooke McElrath


    Robin Soto

    Brenda Lewis


    Robin Soto

    Eli Garcia



    Practice what you preach.  Regular check-ups are far better and less costly than having to solve a bigger problem.  Contact us today to find out how we can help you keep more post-tax profits in your pocket.



    You're awesome. Let's talk.










    Welcome to the blog! You can see our blog posts below.

    We are pleased to announce that we are hosting an educational event for dental business owners on...
    Fourth of July has come and gone, and with that marks 6 months left in the year. This is an...
    If I asked you how much cash flow your practice generated last month, would you know?  How about...
    More Posts

    A list of dental practice related resources.

    Mike Montgomery

    Dental Financing, Live Oak Bank

    Wilmington, NC


    Mike joined the Live Oak team in early 2013 after seven years as a retail and investment banker at SunTrust Bank. A native of Raleigh, NC, Mike attended the University of North Carolina Wilmington where he graduated with a degree in Business Administration and Finance in 2007. As a Loan Officer, Mike’s favorite part of his job is meeting each and every dentist that he does business with and seeing their project become a reality. 



    Email: mike.montgomery@liveoakbank.com

    Telephone: 910-798-1215

    Website: www.liveoakbank.com



    William A. Oden, III

    Attorney at Law, Ward and Smith, P.A.

    Wilmington, NC


    Will Oden is an employment, workers' compensation, and occupational safety and health attorney with Ward and Smith, P.A. Ward and Smith is a full-service law firm, with offices throughout North Carolina, and routinely represents dentists - when buying your first practice, issues with your employees, estate planning, and everything in between.



    Email: WAO@wardandsmith.com

    Telephone: 910-794-4813

    Website: http://www.wardandsmith.com/attorneys/william-oden

    Charles Cooke

    Wealth Manager & Owner, Cooke Capital, LLC

    Wilmington, NC


    Charles R. Cooke is a wealth manager at Cooke Capital, LLC. He focuses on providing wealth management solutions to dentists in North Carolina. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, helping to protect their assets, and charitable giving.



    Charles founded Cooke Capital in 2006 and he uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.


    At Cooke Capital, they take great care in assembling a team of financial experts that work in concert so all the important facets of your financial life are addressed. With this approach, everyone is working together as an aligned, congruent team.


    Email: ccooke@cookecapital.com

    Telephone: 919-417-7005

    Website: www.cookecapital.com


    Securities offered through The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of SFA, which is otherwise unaffiliated with AFS and AFAS.

    Jerry Kephart

    Principal, J Kephart Real Estate

    Raleigh, NC


    Jerry is Principal of J Kephart Real Estate. He has been involved with commercial real estate in North Carolina since 1990. His in-depth knowledge and experience comes from many facets of the industry, including lease and sales transactions for Dental, Medical and Office clients throughout the Triangle, Wilmington and North Carolina. Jerry started his own firm in 2009 to specifically represent the Tenant or Buyer looking for space to lease or property to buy. This avoids a conflict of interest with the Landlord or Seller. Over that time, he has developed a niche in Dental/Medical real estate helping the dentist/doctor make the right decisions for their practice.


    Whether a dental practice is a start up, a growing practice or a mature practice ready to build their dream office, there are specific real estate requirements to accommodate each phase of a successful Dental Practice. Jerry understands those requirements and how to service the Dentist throughout each phase. We take a team approach to serve the doctor keeping their best interests at the forefront.


    Email: jkephart@jkephartre.com

    Telephone: 919-267-3235

    Website: www.jkephartre.com


    Even if you are just starting a practice, you should always keep your exit in mind.  What do you need to be doing today to get there?  That applies whether it is 5, 10, or 20 years out.  We can help guide you in this process and pull in trusted partners where necessary.

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