Tax planning, projections, practice KPIs, and a roadmap to your freedom number, from one team that works with dental practices and nobody else. We know what a crown pays, what a PPO write-off does to your margin, and what the IRS thinks of your CBCT purchase. Your last accountant didn't.
We don't lead with a savings number. Anyone can promise one. We lead with being there when the decision is on the table.
The CBCT, the associate contract, the building next door. You hear from us before the ink is dry, not at tax time when it's too late to matter.
Projections all year, so the tax bill is a line in your plan and never a surprise in your mailbox.
We watch the handful of numbers that run a dental practice every month. When one moves, you get a phone call, not a PDF.
Your net worth today, your freedom number, and the year they meet. On one page, in plain English.
Six parts, one monthly fee, the same three people all year: your advisor, your controller, your accountant. We don't sell any of it separately, because advice built on someone else's books is a guess.
Entity, owner comp, equipment timing, retirement plan, the building. Three scheduled calls a year with decisions to make.
Where the year is headed, what you'll owe, and what to set aside. Updated as the year moves, not once in March.
The few numbers that tell you if the practice is healthy, tracked monthly, with someone who'll tell you what they mean.
Net worth now, freedom number, and the path between them. The reason the rest of the plan exists.
Weekly coding, a monthly close on a date you can plan around, and your practice management system tied to deposits every month.
Business, personal, and the building entity, by the team that built the plan. No seasonal preparer who's never heard your name.
Most dentists can tell you last month's production to the dollar and have no idea when they could stop. We start there. Everything else we do is in service of that date.
This is our sweet spot. There are exceptions, but the dentists who get the most out of us look like this.
Eight dentists, unedited. Most of them are about the same thing: the last CPA didn't call, and this one does.
"They're not your average CPA team. They are also a tax strategist."
Benchmarks against his specialty, planning through the year instead of in April, and, his words, "very AI forward." Watch the whole thing. It's two minutes.
"He has always been available to answer my questions, explain things clearly, and provide helpful guidance whenever needed. I truly appreciate his responsiveness and professionalism."
"I have been working with Bilal for about 5 years. The one thing I can say is that he really cares. He takes tax planning very seriously, he tries really hard to give me the best and up to date advice. Simply, he is the best and I will never think of finding another firm to plan and prepare my taxes."
"Bilal helped me to restructure how I paid myself through my businesses, and guided me in implementing a much more sophisticated tax planning strategy. He has already saved me thousands of dollars in taxes compared to my previous tax professional."
"Amazing experience with Bilal and his team. A CPA firm that takes time with clients to make them understand their finances and do tax planning. They come up with great strategies to reduce tax burden, and put you in touch with vendors who work alongside them to navigate the process."
"Bilal was super easy to work with and had tons of ideas going forward. We got him our info and he had our return done in days with more savings than the year before. He will be filing amendments for us as there were obvious (to him) misses from previous years."
"I'm very happy with my new accountant. They have been professional, responsive, and thorough, and I really appreciate how they take the time to explain things and make sure everything is done correctly. I feel confident knowing my finances are in good hands."
"I started working with Bilal and the Mehanna Advisors team a few months ago and so far I'm pleased with the attention to detail and communication with me."
Bilal has heard every complaint about accountants from the other side of the dinner table. He built Mehanna Advisors to be the firm his wife's practice couldn't find: one that starts with a plan instead of a return, picks up the phone, and knows the dental business well enough to argue with the owner about it.
He also builds the tools. FortunAI, a tax planning platform other CPAs pay to use, and PracticeScope, which we run on every acquisition a client considers. He writes The Treatment Plan every week and sponsors the Dental Nachos community.
The Treatment Plan, free every week. One decision a practice owner should be thinking about, explained in five minutes.
Bring your last return and your current P&L, or don't. You'll leave the call knowing where you stand, what we'd do first, and what it costs. Whether you hire us or not.
