Tax, Audit and Compliance Services for DSO's

QX Advisors is a full-service CPA firm providing comprehensive tax, valuation, and accounting services to DSOs, private equity firms, group dental practices, and their principals.

We work closely with our sister firm, Dental ROI Associates PLLC, to deliver highly specialized financial and tax solutions tailored to the dental and healthcare space.

QX Advisors delivers end-to-end financial advisory services designed to support growth, transactions, and long-term wealth preservation.

Our services include:

• Business valuations
   
• Tax compliance and preparation
   
• Accounting and bookkeeping services
   
• Financial statement preparation
   
• Transaction-related tax advisory
   
• Ongoing financial and tax consulting
   

Tax planning is at the core of what we do.

QX Advisors designs and implements sophisticated tax strategies to optimize outcomes for complex ownership and operating structures. We specialize in building durable, compliant tax architectures that scale alongside the business.

We provide advanced tax planning for:

• Private equity firms
   
• DSO platforms
   
• Group dental practices
   
• Individual dentists and owner-operators
   
• Rental and real estate entities
   

Our approach focuses on:

• Entity structuring and optimization
   
• Multi-entity and multi-state tax planning
   
• Transaction and exit tax strategy
   
• Long-term income and wealth planning
   

Our clients operate in environments where complexity is the norm — multiple entities, layered ownership, rapid growth, and institutional capital. QX Advisors brings clarity, structure, and proactive planning to these situations, helping clients avoid surprises and maximize after-tax outcomes.

We work closely with management teams, investors, legal counsel, and transaction advisors to ensure financial reporting and tax strategy align with broader business objectives.

Through our integration with Dental ROI Associates PLLC and The QX Group, clients benefit from a coordinated advisory platform spanning operations, transactions, and tax strategy.

QX Advisors, together with QX Management and QX Equities, provides a fully integrated platform supporting DSOs from formation through growth, capitalization, and exit.