Financial Planning | Tax Planning | Retirement Planning
Danny Howes, EA, RFC
CEO, East Coast Tax and Financial Planning
WHAT WE DO
We help medical professionals that currently own, looking to purchase, or aspire to purchase/start their own practices. Our firm specializes in managing the specialized accounting systems that are demanded by medical and dental practices. We focus on the entrepreneurial aspect of your practice, which is to leverage your practice to create personal wealth.
WHY IT MATTERS
Your job is to be a master practitioner at what you do. Our job is to be constantly monitoring the financial performance of your company. We focus on the financial metrics of your practice and ensure that targets are being met and personal financial goals are on track. This empowers you to make intelligent and purposeful business and financial decisions.
HOW DOES IT WORK
We start by designing a personalized business and personal financial plan. We create an accounting system that revolves around that plan, minimizing taxation and maximizing wealth building. We meet with you regularly to provide accurate CFO reports on your business and progress reports for your personal financial wealth.
We are a full-service tax, bookkeeping, and accounting practice. The firm is also a licensed insurance agency, as well as a Registered Investment Advisory Firm.