Dental Practice Tax Strategy
Your practice produces. Keep more of what it makes.
For dentists and practice owners — entity structure, equipment, owner and associate compensation, and retirement, handled by a CPA who understands how a dental practice actually runs.
Sound familiar?
If any of this is you, you’re in the right place
- You bought in or built up, but no one has shown you how your entity structure actually affects your tax bill.
- You make big equipment and CEREC/imaging purchases with no Section 179 or depreciation plan around them.
- Your salary vs. distributions split was never set deliberately — or defensibly.
- You own (or want to own) the building, and no one has walked you through the depreciation and structuring.
- Your retirement plan is a basic SEP when a defined-benefit + 401(k) combo could do far more.
What we do for you
What working with us includes
Entity & ownership structure
PC, PLLC, or S-corp — we confirm the right structure for your practice and document why.
Equipment & Section 179
We plan major equipment purchases around the deduction, instead of finding out the tax impact next April.
Owner & associate compensation
A defensible owner salary and an associate comp structure that’s tax-aware on both sides.
Retirement maximization
Defined-benefit + 401(k) profit-sharing combos that can shelter far more than a SEP.
Practice real estate
If you own the building, we handle the depreciation and structuring that comes with it.
How it works
Simple to start
Tell us your situation
A quick, secure intake — the basics and the one thing that’s been nagging you.
We review & document
We assess where you stand and write down the legitimate options available to you.
We stay ahead of it
Proactive, year-round advisory — we reach out before deadlines, not after.
Questions
Straight answers
Do you actually understand how a dental practice works?
Yes — production, collections, associate arrangements, equipment cycles, and practice real estate all drive tax decisions, and we plan around them rather than just filing a return at year-end.
I’m buying into / starting a practice. When should we talk?
Before you sign, ideally. Entity choice, the purchase structure, and how equipment and goodwill are handled all have lasting tax consequences that are far cheaper to get right up front.
Is a defined-benefit plan really worth it for me?
For an established, profitable practice it often shelters dramatically more than a SEP — but it depends on your age, staff, and cash flow. We model it before recommending it.
Can you guarantee you’ll lower my taxes?
No honest CPA can promise a specific result before reviewing your situation. What we commit to is a documented review and the legitimate strategies available to you, each with its requirements spelled out.
Let’s find what you’re leaving on the table
Complete the quick intake and Tim will reach out within 1–2 business days.
Get Started Today