Tax Planning & Advisory Services
Taxes shouldn't be a once-a-year panic. We provide year-round advisory and detailed projections, managing the complex flow of basis, distributions, and K-1s to ensure you always know your tax liability months before the bill is due.
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The Foundation of Financial Peace
Complexity is the enemy of clarity. We monitor the critical mechanics of your practice—from basis limitations to multi-site allocation—ensuring that your tax strategy actually works when it’s time to file, protecting you from penalties and “phantom income.”
- Quarterly Tax Projections & Estimates
- Shareholder Basis Tracking & Restoration
- Debt-Basis vs. Stock-Basis Analysis
- DSO Tax Distribution Calculation
- Multi-Entity Apportionment
- IRS Audit Representation & Defense
The Tax Advisory Playbook
Proactive Management. Continuous Compliance.
Managing the Flow-Through
For practice owners, the K-1 is king. We meticulously track your income flow-through and managing your "Basis Limitations." If you have losses you can't deduct, we advise you on exactly how much capital (Debt or Equity) to inject to unlock those tax benefits.
The Multi-Location Matrix
Expansion creates complexity. We ensure expenses are shared correctly across your locations to maximize deductibility. We handle the complex issues of operating under multiple entities, ensuring you aren't over-paying.
The DSO Distribution Strategy
We protect your partners. In a multi-owner DSO, we calculate and time your "Tax Distributions" precisely, ensuring that every partner receives enough cash to cover the tax liability generated by the practice's profits, preventing personal cash-flow crises for your owners.
1
The Look-Back Review
We review your past three years. We check for "Basis" errors, suspended losses that were ignored, or missed depreciation schedules to correct the historical record before building your future plan.
2
The Quarterly Cadence
We meet every 90 days. We review your P&L, adjust your estimated tax payments based on real-time profitability, and discuss upcoming capital needs to ensure you never overpay or underpay the IRS.
3
Year-End Finalization
We close the year with confidence. Before December 31st, we make the final strategic moves—like topping off 401(k)s or executing owner loans to restore basis—locking in your final tax position before the ball drops.
Why Clients Rely on Our Tax Advisory
- We prevent the dread of a surprise tax bill.
- We monitor your Basis so you don't lose deductions.
- We ensure your partners have the cash to pay their taxes.
- We are proactive, reaching out to you all year.
- We handle the complexity so you can focus on dentistry.
Dental Practice Tax Services
Proven Results Speak for Us
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Frequently Asked Questions
Why do I owe taxes if my practice showed a loss?
This is often due to “Phantom Income” or principal payments on debt. Loan principal payments are not tax-deductible, but they consume cash. We track this difference to ensure you aren’t surprised by a tax bill when your bank account feels empty.
What is "Basis" and why do I need to track it?
Basis is essentially your “skin in the game.” If you don’t have enough Basis, the IRS won’t let you deduct your business losses. We monitor this year-round to ensure you don’t leave valuable tax write-offs on the table.
How often do we meet to plan my taxes?
We meet quarterly for tax projections. This ensures we can adjust your estimated payments in real-time based on your actual profitability, so you never overpay the IRS or face an underpayment penalty.
How do you determine my S-Corp "Reasonable Salary"?
We use data, not a rule of thumb. We benchmark your salary against what a hired associate would be paid for your specific production level in your zip code. This “RC Reports” method provides the defensible documentation needed to satisfy the IRS while keeping your payroll taxes low.