Proactive Tax Strategy for Today’s Medical and Dental Professionals
If you’re a physician, psychiatrist, dentist, or healthcare practice owner earning six figures or more, taxes are often your largest and most overlooked expense. We specialize in advanced, year-round tax strategy designed for medical and dental professionals who want to keep more of what they earn and grow with intention.
At J Scott & Associates, strategy is the foundation of our work. We are federally licensed and operate on a membership model that delivers continuous, forward-looking tax planning designed for practice owners who want every dollar working with intention. We align entity structure, key deductions, benefits, and tax-advantaged strategies with your long-term financial and lifestyle goals.
Our Client-First Tax Model ensures your return is filed accurately, on time, and in full compliance with federal and state requirements. But more importantly, it ensures you are planning ahead. We replace last-minute scrambling with a disciplined, year-round roadmap that protects you, reduces risk, and converts tax efficiency into long-term opportunity.
WHAT WE DO
Client Spotlight
How Dr. Elise Newsome Uses Tax Strategy and Planning to Strengthen Her Dental Practice
Photo used with permission
Dr. Elise Newsome is the owner of Elise Newsome, DDS, PA, a family and cosmetic dental practice serving patients in Greensboro, North Carolina. As a practice owner, she balances patient care, team leadership, and long-term financial decisions for both her business and her family.
Through proactive tax strategy and ongoing tax planning discussions, Dr. Newsome worked with Joshua Scott & Associates to move beyond year-end filing and take a more intentional approach to how tax decisions affect her practice and personal finances. Rather than focusing solely on compliance and filing deadlines, the work emphasized tax-aware decision-making, including regular review of her business structure, income, and deductions, so choices could be made with clarity throughout the year.
As a result, Dr. Newsome gained confidence in her tax strategy and in having an advisor who could help her think through tax decisions proactively throughout the year. In Dr. Newsome’s words,
“Joshua is very knowledgeable in tax strategy and has made a huge impact on my finances.”
She emphasizes that what stood out most was not just technical expertise, but the level of care and long-term thinking brought to the relationship:
“His experience and insight is invaluable and genuine; he truly cares about my long-term goals and is invested in helping me achieve them.”
For Dr. Newsome, this meant having a trusted advisor and a clear tax strategy framework to guide decisions throughout the year, rather than reacting to tax outcomes at filing time.
“I would highly recommend this company to anyone, but especially to small business owners like myself who are looking for tax preparation, business advice, and how to achieve your financial goals without working harder but smarter.”
— Dr. Elise Newsome, DDS
Owner, Elise Newsome, DDS, PA
Greensboro, North Carolina
Articles
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Trust Fund Recovery Penalty – Greensboro, NC
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