CPA for Healthcare & Dental Professionals.

Strategic Tax Planning & Accounting for Dental and Medical Professionals

I-Taxplan delivers specialized tax services crafted for dental and healthcare professionals, optimizing your fiscal health and practice profitability.

Get the Pro-active Tax Strategy You Deserve

Outsource Your Accounting & Tax our Team.

Get Tax Resolution That Actually Works

Streamline Your Tax Process

Effortless Compliance and Savings.

Let us simplify your tax responsibilities. Our approach ensures compliance and maximizes savings, allowing you to focus more on patient care.

Enlist Our Tax Strategists & Certified Public Accountants

Get an Experienced Accounting & Tax Strategy Team

Build a more profitable & scalable business with accounting services from I-Taxplan.

Javier Gonzalez
Co Founder and Chief Tax Strategist

Javier Gonzalez brings two decades of SAAS industry prowess, specializing in marketing automation and driving business growth. A seasoned tax plan strategist, he's propelled over 500 firms to $1M revenue milestones and has facilitated CPA firms in saving their clients over $200M in taxes. Javier's acumen also shines in Charitable Financing, where he guides businesses in impactful giving. His dedication to client success has established him as a trusted advisor for robust business expansion.

Michael Diyanni
Finance Attorney

Michael Diyanni's journey began in the US Air Force as a KC-135 Flying Crew Chief, serving in three conflicts, including Kosovo, Afghanistan, and Iraq. A finance alumnus of Ohio State University, he further honed his expertise in finance at his family's home-building business before pursuing law with a finance focus at the University of San Diego and Stetson University. His studies led him to the Cayman Islands, where he was among the first U.S. law students at Truman Bodden Law School. This experience sparked his interest in financial product development, leveraging the Cayman Islands' status as a hedge fund hub.

Renato Vanzella
VP of Marketing

Renato excels in elevating business revenues through expertly crafted digital marketing campaigns. His approach merges data analytics with creative strategy, tailored to meet unique business needs. As a digital trendsetter, Renato's commitment to innovation and clear communication makes him an invaluable partner in achieving distinct marketing objectives and revenue growth.

Christopher Bushong
Tax and Estate Planning Attorney

Chris Bushong combines his background as an economist and legal expertise to offer sophisticated tax and estate planning solutions. With a record of crafting strategies that drive tax efficiencies into the billions, Chris delivers corporate-level counsel to SMBs and high net worth individuals, enabling savvy investment and wealth preservation.

Michael DiBernardo
CPA MST

Mike DiBernardo is a Certified Public Accountant specializing in tax and accounting solutions for small businesses. As a Certified Tax Coach, he is highly skilled in tax planning and creates sophisticated strategies to minimize taxes for businesses and their owners.

Jafet Martínez Molina
Finance Attorney

Jafet Martínez Molina is a Magna Cum Laude JD/MBA graduate from the University of Puerto Rico Río Piedras. He is a Puerto Rico attorney with experience as a Judicial Law Clerk for the Court of Appeals of Puerto Rico and a Law Clerk for Monserrate, Simonet & Gierbolini. He also worked as a Legal Research Assistant for the University of Puerto Rico and a Paralegal for Seed Law LLC.In addition, Jafet was a Fellow at the Cyberlaw Clinic at Berkman Klein Center for Internet & Society at Harvard University, where he prepared motions and conducted research on Contract Law, Cyber Law, Intellectual Property Law, and First Amendment law for clients and policy review.Jafet is fully bilingual in English and Spanish and has critical thinking and problem-solving skills.He is proficient in using LexisNexis, Westlaw, Microjuris, Clio Legal Software, Microsoft Office, Trello, Google & Microsoft environments. He has experience in legal research, team building, and management, and is a technological innovator for productivity. Jafet has a Conflict Resolution and Mediation Certification and is a Federal Bar Association – Puerto Rico Chapter member.

Plan for Your Practice's Future.

Strategies for Expansion.

Our strategic planning helps your practice grow. From new service lines to practice expansion, we guide you in making smart, impactful decisions.

Tax and Accounting For Dental & Healthcare Pros.

Tailored specifically for dental and healthcare professionals, I-Taxplan’s tax and accounting services ensure fiscal health is as robust as your patient care, offering customized strategies for tax, wealth, and practice management.

Tax Strategy Optimization.

Maximize your savings with our expert tax strategies, specifically crafted for healthcare professionals, ensuring you benefit from all eligible deductions and credits.

Efficient Practice Management.

Streamline your practice's operations with our bespoke management solutions, focusing on maximizing efficiency and productivity for healthcare and dental practices.

Retirement and Estate Planning.

Secure your future with our comprehensive planning services, offering personalized retirement and estate strategies that align with your long-term professional and personal goals.

Maximizing Medical Deductions.

Healthcare & Wealth Care.

Optimize your financial health with I-Taxplan’s expert deductions tailored for healthcare professionals, enhancing both your practice's profits and personal wealth. Secure your financial well-being.

Tailored Tax & Accounting Solutions for Dentists, Orthodontists & Healthcare Professionals.

Boosting Your Practice's Profitability.

Healthcare and dental professionals face unique challenges that go beyond standard accounting needs.

I-Taxplan delivers customized tax and accounting services specifically designed for private practice owners and independent healthcare contractors.

Our approach merges deep industry insights with personalized strategies, ensuring your practice thrives.

We specialize in enhancing tax benefits and streamlining practice management for dental and healthcare practitioners.

Our team takes the time to understand your practice's specific challenges and goals, developing strategies that are effective and aligned with your long-term vision, including tax optimization, retirement planning, or estate management.

I-Taxplan is dedicated to supporting your professional growth and personal prosperity.

Our proactive guidance and specialized expertise in healthcare and dental practice management make us your ideal partner in navigating these complex areas.

Choose I-Taxplan to secure a prosperous future for both your practice and personal endeavors.

Begin your journey to a thriving practice with I-Taxplan today. Schedule your consultation.

Solutions, Not Surprises.

Tax & Accounting Solutions For Scalable Business Growth.

We offer a complete range of services tailored to meet the tax, accounting, & advisory needs of small businesses. Our comprehensive solutions save you valuable time and money, allowing you to prioritize what truly matters for your business.

Business Advisory

Empower your business with our tailored advisory services. Discover growth strategies, streamline operations, and enhance overall performance with I-Taxplan.

Business Tax Preparation

Streamline tax preparation for your business with I-Taxplan. Efficient, accurate, and stress-free tax handling tailored to your needs.

Tax Resolution Services

Get expert help with tax problems. Our team makes tax resolution simple and stress-free. Start fixing your tax issues today.

Puerto Rico Act 60

Gain a strategic advantage in your taxes with I-Taxplan. Puerto Rico Act 60 offers a pathway to significant savings and growth.

Estate Planning

Secure your legacy with I-Taxplan's custom estate planning services, ensuring a lasting impact and peace of mind for generations.

Tax Planning

I-Taxplan's proactive tax planning empowers you with strategies to minimize liabilities and reach your business goals with smart savings.

FAQs

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Can I-Tax Plan help me with an IRS audit or tax dispute?

Yes, our experienced tax professionals are well-equipped to represent you before the IRS and state tax agencies. We can help you resolve tax disputes, negotiate settlements, and secure favorable outcomes to get you back on track quickly.


How often should I meet with my tax advisor?

We recommend meeting with your tax advisor at least quarterly to review your financial situation, discuss any changes, and ensure that your tax planning strategies remain aligned with your goals. However, you are welcome to schedule additional meetings or consultations as needed.


Will my financial information be secure with I-Taxplan?

Absolutely. Your privacy and the security of your financial information are our top priorities. We employ state-of-the-art security measures to protect your sensitive data and maintain strict confidentiality in all our interactions.


What sets I-Taxplan apart from other tax advisory services?

I-Tax Plan focuses specifically on providing customized tax planning solutions for high-income individuals and small businesses. Our team of experienced tax professionals and financial advisors offers specialized expertise, personalized strategies, proactive communication, and a commitment to secure and confidential handling of your financial information.


What can I expect during the consultation?

Our tax professional will discuss your financial situation, tax concerns, and goals during the consultation. We will assess your needs and determine how our services can best help you achieve your objectives. The consultation allows you to ask any questions and learn more about our tailored tax planning solutions.


How do I schedule a consultation?

To schedule a free consultation with one of our tax professionals, simply click the "Book a free consultation!" below or email info@itaxplan.com


Who can benefit from I-Taxplan services?

High-income individuals and small businesses seeking to optimize their tax savings, minimize tax liabilities, and improve their overall financial health can benefit from our expert tax planning and advisory services.


What services does I-Taxplan offer?

I-Taxplan provides tax planning solutions tailored specifically for high-income individuals and small businesses. Our services include tax planning and strategy, tax compliance and preparation, financial and business advisory, and IRS representation and tax resolution.


Still have questions?

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Local Expertise, Nationwide Reach.

Serving You Where It Matters.

I-Tax Plan is proud to offer premier CPA and tax services across key locations. From the vibrant streets of Miami to the bustling hubs of San Diego, our expertise is just around the corner. Explore our services in your area and connect with local tax professionals dedicated to your financial success.

Take Advantage of Every Tax Loophole.

We're relentless in our pursuit of tax loopholes and strategies that position you for optimum savings.