Tax Reduction Planning
We don't just file your taxes; we engineer them. From optimizing S-Corp salaries to deploying accelerated depreciation and entity structuring, we aggressively apply the tax code to lower your effective rate and keep your capital working for you.
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Keep More of What You Earn: The Science of Saving Money
Tax reduction isn’t luck; it’s math. We analyze the intersection of your entity structure, asset purchases, and retirement goals to implement advanced strategies—like Cost Segregation and the “Super 401(k)”—that significantly reduce your annual liability.
- S-Corp & Solo 401(k) Optimization
- Bonus Depreciation & Sec. 179 Strategy
- Cost Segregation Studies for Dental Real Estate
- LLC vs. S-Corp Election Analysis (Form 2553)
- Augusta Rule & Rent-Back Strategies
- Research & Development (R&D) Credits
The Tax Reduction Playbook
Strategies Tailored to Your Growth Stage.
The 1099 Associate Strategy
We combine the S-Corp with the "Super 401(k)." By finding the perfect "Reasonable Salary" sweet spot, we minimize your self-employment taxes while maximizing your employer retirement contributions, potentially saving you tens of thousands in taxes.
The Practice Owner Strategy
We leverage your CAPEX. We utilize Section 179 and Bonus Depreciation to expense equipment and technology immediately. For building owners, we deploy Cost Segregation studies to accelerate depreciation on your facility, drastically offsetting your clinical income.
The DSO Enterprise Strategy
We navigate the "Golden Handcuffs" dilemma. We model the tax cost of remaining an LLC (higher SE tax) vs. the rigidity of an S-Corp (Form 2553), helping you choose the structure that lowers taxes while still allowing for flexible profit-interest equity incentives for your key doctors.
1
Entity & Structure Audit
We verify you are in the right vehicle. We analyze your current legal structure—checking for missed S-Elections or inefficient partnership agreements—to ensure the foundation of your tax plan is sound.
2
The Reduction Roadmap
We identify your specific levers. Whether it's implementing a Cash Balance Plan for high-income deferral or timing a major equipment purchase for year-end deduction, we provide a line-item list of actions to lower this year's bill.
3
Implementation & Filing
We execute the strategy. We prepare the necessary elections (Form 2553), coordinate with cost segregation engineers, and file your returns with precision, ensuring every deduction is documented and defensible.
Why We Are the Dentistry Tax Experts
- We know the specific deductions dental practices often miss.
- We calculate the exact "Reasonable Salary" to maximize savings.
- We structure your debt to unlock "trapped" tax losses.
- We balance aggressive savings with strict IRS compliance.
- We save our clients more than our fee costs them.
Dental Practice Tax Services
Proven Results Speak for Us
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Frequently Asked Questions
Is the "Super 401(k)" (Cash Balance Plan) right for me?
It depends on your cash flow. If you are consistently maxing out your $69k–$72k Solo 401(k) limit and still have excess cash you want to shield from taxes, a Cash Balance plan can allow for another $100k+ in deductions.
Will aggressive tax planning trigger an audit?
Not if it’s documented correctly. Strategies like Cost Segregation and S-Corp elections are fully IRS-compliant. We focus on “defensible” aggression—taking every legal deduction and retaining the documentation to prove it.
Can I deduct my car?
Only the business portion. Buying a G-Wagon doesn’t automatically make it free. We help you track business mileage and usage to ensure you take the maximum deduction allowed without flagging yourself for an audit.
Does a dental practice really qualify for R&D Tax Credits?
Surprisingly, yes. If you are designing same-day crowns (CEREC), developing new clinical protocols, or testing new materials to improve patient outcomes, you may qualify. We perform the study to see if your innovation captures this lucrative credit.