IF YOU'RE HAPPY WITH THE TAX YOUR PRACTICE PAYS,
FEEL FREE TO SKIP THIS PAGE.
(BUT WE RECOMMEND THAT YOU KEEP READING).
One of our top priorities is helping your dental practice pay less tax. Many tax preparers try to achieve this through year-end tax projections; telling you to buy a large item at year end, throwing a lot of money into a retirement plan, or waiting until they are preparing your tax return to search for ideas.
We believe the most effective method is to start with an Initial Tax Strategy Engagement. This multi-step process, completely separate from the tax return preparation engagement, takes place over several weeks and includes an analysis of your tax returns, books, current and future taxes, and your overall financial goals.
We will present potential strategies that fit your situation and goals and work with you to develop your customized Tax Strategy. We know one of your top priorities is paying less tax, so during the process we’ll look at things like:
It doesn’t matter if your practice is well-established or just starting out, there are strategies available to you. We just have to determine which ones fit together in what way, to give you the best results for your business, circumstances, and goals.
Once we have your main strategy in place, we’ll continually monitor it, bring you new tax saving ideas, and help you determine which ones are the best fit for you as your practice grows.
As a business owner, you know how important it is to find the right partners. We’d love to work with you to develop your comprehensive and customized Tax Strategy.
Contact us to schedule a Tax Analysis and see if a Tax Strategy Engagement is right for you. We'll diagnose the mistakes and missed opportunities that can cost you thousands and show you how we can help rescue those wasted dollars.