Dental Tax Services Year-End Solutions

From basic compliance to advanced high-income tax strategies — we cover every level of dental practice tax needs.

Basic Dental Tax Filing

For practices that only need tax preparation and compliance.

$ 1,500 – $3,000
/ Year
  • Business tax returns (S-Corp 1120S, Partnership 1065, Sole Proprietor Sch. C)
  • Owner personal tax return (Form 1040)
  • Review of bookkeeping records for tax accuracy
  • Identification of deductible expenses
  • Depreciation schedules for dental equipment
  • Electronic filing and tax documentation

  • Common Deductions Reviewed
  • Dental equipment and technology
  • Office rent and utilities
  • Dental supplies and lab expenses
  • List Item
  • Staff payroll, benefits, and continuing education
  • Professional insurance and marketing expenses
Popular

Tax Filing + Year-End Tax Strategy

The best value service for most dentists Includes everything in Basic Filing plus strategic planning

$ 3,000 – $5000
/Year
  • Review of financial results and tax liability projections
  • Estimated tax payment guidance

  • Strategic Tax Optimization
  • Bonus depreciation planning
  • Section 179 deductions for equipment purchases
  • Owner salary vs distribution analysis
  • Retirement plan deduction strategies
  • Entity structure evaluation

  • Owner-Level Planning
  • Personal tax planning
  • Estimated quarterly tax calculations
  • Review of other investments and income sources

Advanced Tax Strategy

Best for practices earning $800K+ in net income. Includes everything above plus elite-level planning.

$ 5,000 – $10,000
/Year
  • Advanced Tax Planning
  • Cash balance pension planning
  • Profit sharing plan optimization
  • Real estate ownership tax strategy
  • Family payroll strategies
  • Cost segregation planning (if dentist owns building)

  • Multi-Entity Tax Strategy
  • Dental practice + Real estate LLC + Management company structuring
  • Tax-efficient income flow between entities

  • Exit Planning
  • Tax planning for practice sale

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