Accounting for the 1099 Dentist
You're a skilled clinician earning a great income. We provide the financial blueprint to protect it, grow it, and use it to build the future you deserve.
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Your Blueprint for Financial Success & Future Ownership
We handle the complex financial framework so you can focus on your clinical work with confidence and peace of mind.
- Intelligent S-Corp Strategy & Entity Formation
- Proactive, Year-Round Tax Planning
- High-Octane Retirement Planning
- Ongoing Quarterly Reviews & Forecasting
- Integrating your Business & Personal Wealth Goals
- The Practice Ownership Roadmap
The 1099 Associate's Playbook
Focus on Your Craft. We’ll Master Your Finances.
Strategic Financial Blueprint
We supercharge your financial engine. Starting with strategic entity formation and a proactive strategy to slash your tax bill so you never overpay. We handle compliance and bookkeeping, freeing you from deadline stress. Finally, we align this entire structure with integrated wealth management,
Your Dental Industry Insider
Gain a true industry insider who knows your goals and provides clear answers. We act as your fierce advocate, protecting you from charlatans and ensuring you only work with ethical partners. We also proactively monitor regulations, so you're never surprised by a new law—you'll hear it from us first, with a plan already in place.
The Practice Ownership Roadmap
We strategically build your finances to make you the ideal loan candidate and. Whenever you find an opportunity, we provide the clarity to evaluate it confidently. We then guide you through critical deal structuring to ensure maximum tax efficiency and long-term wealth, protecting you from costly mistakes.
1
Initial Consultation & Goal Setting
It all starts with your vision. We listen to understand your unique definition of success, then we apply our expert strategies to create your secure, efficient path forward, making sure you sidestep common mistakes.
2
Comprehensive Tax Analysis
We get under the hood to find your hidden savings. Our team performs a meticulous review of your entire financial picture to stop any tax leaks, uncovering the exact opportunities we will leverage to improve your bottom line.
3
Customized Strategy Development
We merge your vision with our findings to build your winning playbook. You get a long-term, customized strategy that aligns every financial decision—tax, investments, and savings—directly with your goals.
Why Dentists Choose Us
- Like you, we love dentistry. We only serve dentists.
- We end last-minute tax stress with year-round alignment.
- You can expect our calls. We proactively manage your plan.
- We are responsive and available. You are always our priority.
- Our clients save an average of $25,000 in taxes
Who We Serve
Proven Results Speak for Us
Ready to Build Your Wealth Strategy?
Care for your patients, forget about bookkeeping.
Frequently Asked Questions
Why shouldn't I just file as a Sole Proprietor (Schedule C)?
You can, but you will likely overpay in taxes. As a Sole Proprietor, you pay 15.3% Self-Employment tax on every dollar you earn. By forming an S-Corp, we can cap that tax, potentially saving you $6,000–$10,000 per year once your income exceeds $150,000.
Can I still deduct my student loan payments?
Generally, student loan principal is not deductible, and high earners often phase out of the interest deduction. However, we help you build a budget that prioritizes paying down high-interest debt while simultaneously funding your tax-advantaged retirement accounts to lower your taxable income.
Is it better to buy a practice or start one from scratch?
There is no single answer. Buying offers immediate cash flow but requires “fixing” the seller’s culture. Starting (De Novo) allows you to build your vision perfectly but requires more working capital. We model both scenarios for you to see which yields the highest long-term ROI.
What can I actually "write off" as an independent contractor?
You can deduct “ordinary and necessary” business expenses. This includes malpractice insurance, loupes, scrubs, CE courses, and the business portion of your cell phone and car. We give you a specific tracking system to ensure you capture every valid deduction without flagging an audit.