You want stress-free tax solutions
Leave The Tax Headaches to Us
Navigating the complex tax landscape can be daunting, especially for dental professionals. You don’t have to wait until the eleventh hour to hear from your accountant. Our team understands the unique financial challenges of dental practices, from general dentistry to specialized fields like orthodontics, oral surgery, pediatrics, endodontics, and periodontics, and we’re here to guide you through every stage of your career, from initial setup to growth and eventual sale.
How We Can Help Your Preparation
- We understand your practice revenue cycle and how you can utilize the tax code to your advantage.
- We help you understand right from wrong to help you save on taxes while staying out of trouble with the IRS.
- We help you navigate pitfalls and stay ahead of your tax liability.
Ready to simplify your taxes and focus on your patients?
Our Tax Preparation Services
Year-End Accounting Services & Tax Return Preparation
We have a comprehensive approach to tax preparation that starts with our bookkeeping services. Your accounting and tax team work together to meet deadlines and deliver 5-star support.
Please note that we are no longer taking on tax-only engagements. We require all tax clients to utilize our internal bookkeeping services.
Preparation of your Business Tax Return (both Federal and State)
We can help with
- 1065 Partnership Business Income Tax Returns
- PLLC/Sole Proprietor Reporting on Schedule C of 1040 Business Income Tax Returns
- 1120S S-Corp Business Income Tax Returns
Our comprehensive process involves
- Reviewing the Owner’s Salary Schedule during our mid-year tax projection project
- Calculation of Self-Employed Health Insurance, if necessary
- Annual Update and Ongoing Review of Shareholder Salary Schedule, if necessary
- Assistance with retirement plan journal entries for 401K plans or Annually, we will reconcile the funding for your SIMPLE retirement plan
General Accounting, Tax and Advisory Support
Our commitment extends beyond traditional accounting and tax services. We offer ongoing telephone and email support, ensuring you have ready access to expert advice for your diverse financial needs.
Representation with Tax Authorities
We will respond to the notices you receive from taxing authorities and attempt to resolve any issues via written correspondence. Please note that we provide a complimentary first response to any IRS notice related to a return that we have prepared. If additional correspondence is required, we will handle it as a Special Project. Actual audits by the IRS or a State Tax Agency will also be handled as a Special Project. Failure to promptly provide us with any and all notices from a taxing authority can hamper a successful outcome—please forward all correspondence immediately upon receipt.
We are currently not taking on clients in New York, New Hampshire, and Tennessee.
Avoid Time-Consuming Tax Preparation
We know that balancing a busy practice and preparing taxes can lead to stress and a lack of time. Working with our team allows you to get a better pulse. Practice owners who often struggle with understanding the tax landscape and what they can write off through their business can rest assured that there is an opportunity for growth, and we can help you do it. This proactive approach ensures you’re always ahead of your tax liabilities.
