Our clients are pleased to refer us to their friends
“I have been a client of LLI Advisory Group for over twelve years now. However, more than a client, I have been treated like family. I always tell my patients that I will do for them what I would do for my own family. At LLI, that is exactly what they do for me. What more can you ask for?”
~John Atlas, DDS
“There is no one I rather have looking out for my financial well being than LLI Advisory Group. Their attention to detail, and more importantly, the person, is unrivaled by anyone I have come across in the industry for the past 20 years.”
~Steven Cohen
“We have been with Jerry and LLI Advisory Group since 2004 and trust them implicitly. They have all been extremely responsive, and it is a true pleasure to work with their group.”
~Andrew Hoch
How Can Our Dental Accountants Help You?
LLI Advisory Group’s accountants help more than 200 dental practices nationwide meet their financial goals. We will work closely with you and supply the tactical and advisory expertise you need to make the critical decisions that drive the financial health of your practice. And, we’ll help you meet your personal financial goals. Our clients know that they can depend on us in their day-to-day operations. Satisfied clients drive our firm, which is a testament to our unparalleled service and attention to detail. Our services include the following:
Accounting and Tax Services
Wealth Management
Dental practice transitions and valuations
Start-up practice navigation
Recent News
SBA and Treasury Announce Simpler PPP Forgiveness for Loans of $50,000 or Less
On October 8, the U.S. Small Business Administration, in consultation with the Treasury Department, released a simpler loan forgiveness application for Paycheck Protection Program (PPP) loans of $50,000 or less. This action simplifies the PPP forgiveness process while ensuring proper management of taxpayer dollars. The Small Business Administration began to…
How Can We Spend Our PPP Funds and Still Have Them Forgiven
Please join us on Friday, May 8th, at 1:00 pm ET for a webinar discussing doctors' budgeting concerns during this challenging time. We will be talking about how to allocate funds from the PPP program to capitalize on the program the most for your practices and gain maximum forgiveness. We…
How to Request Documents from LLI Advisory Group
We hope you are all safe and well during these unprecedented times. There has been an overwhelming request for tax return documents from many of our clients who have been applying for loans, lines of credit, or mortgages, or who are refinancing existing mortgages. To enable us to better assist…
LLI Advisory Group
202 North Avenue East
Cranford, NJ 07016
Phone: (908) 358-0500
Fax: (908) 358-0508