Building Your Team - Finding a Trusted Tax Advisor episode artwork

EPISODE · Mar 13, 2026 · 21 MIN

Building Your Team - Finding a Trusted Tax Advisor

from Next Gen DDS · host Wes Lyon

What's the difference between a CPA, a tax advisor, and a financial advisor? Scott and Mario distinguish between the three and explain the difference in responsibilities and services that each one provides. They hone in on the role of a tax advisor and how they can work alongside your CPA to lower your tax bill as much as possible. If you want to ensure you're keeping the most of your hard-earned money, a tax advisor is a must!______________________________________________________________Want to submit a question that Mario and Scott will answer on the next episode? Email us at [email protected] you're not already, subscribe to The McGill & Lyon Dental Advisory newsletter to stay up-to-date on all things practice management, tax saving, and more! Students and residents- sign up for your FREE membership here!Listen to our sister show, Drilling It Down! Listen as our expert advisors break down pertinent business topics for dentists and specialists, including investment commentary, reaching financial independence, and how to run an efficient practice.

Episode metadata supplied by the publisher feed · Published Mar 13, 2026

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Building Your Team - Finding a Trusted Tax Advisor

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