Dental Accounting & Tax Services for Dentists and Practice Owners
WHAT CLIENTS SAY
Serving Colorado, New Mexico, Wyoming, and beyond.
“
The helped me get my tax burden as low as possible while at the same time guarding me from some of the crazier tax-saving ideas you see online.
CR
Dr. C. Roberts
“
T. S. Allen’s expertise and proactive strategies have significantly contributed to the financial stability and growth of my practice.
KT
Dr. K. Taylor
“
The team's proactive approach to tax planning has consistently saved me thousands of dollars each year.
SM
Dr. S. Montano
PAIN POINTS
The Challenges Dental Practices Face
Most dental accountants aren't dental-specific. Here's what that costs you.
Generic COA
Non-dental charts hide hygiene vs. doctor performance, leaving you flying blind on what's actually driving revenue.
Messy Month-Ends
Incomplete AJEs and write-offs create year-end surprises that could have been avoided with proper monthly close.
KPIs Underused
No visibility into hygiene %, AR days, overhead %, or payroll as % of collections — the numbers that actually matter.
Payroll Pitfalls
Owner pay, benefits, and multi-state staff compliance are complex — mistakes here are costly and hard to unwind.
Tax Timing
Equipment (§179/bonus) and retirement funding decisions made at the wrong time leave significant savings on the table.
Disorganized Records
Commingled expenses create confusion at tax time and can trigger unnecessary scrutiny from the IRS.
OUR APPROACH
How We Help Dental Practices
Dental-specific workflows, CPA-led reviews, and proactive planning — built around your practice.
Dental-specific chart of accounts
Customized COA so collections, hygiene, associates, lab, and supplies show clearly.
Monthly account reconciliation
Banks, cards, and loans; we also flag non-revenue deposits that can trigger tax issues.
Dental KPI tracking
Hygiene % of production, Associates % of production, payroll % of collections, AR days, overhead %, and cash-flow drivers.
Comprehensive dental payroll
Cloud payroll for practices; W-2/1099 setup, and pre-processing review by an accountant to catch issues.
Dental tax services
Practice, owner, and related entities prepared accurately; optional IRS account monitoring and audit protection.
Cloud-based dental bookkeeping
Automated feeds + expert categorization; monthly adjusting entries for accuracy.
Expert financial review by a dental CPA
We interpret what matters — margins, hygiene mix, associate performance, and trend lines.
Easy-to-understand monthly reports
CFO-level pack with plain-English commentary.
Owner payroll with tax awareness
Reasonable compensation, accountable plan, and benefits handled correctly.
Proactive tax planning
Available via our Tax Strategy & Planning service; two planning meetings in the Core Package.
THE DIFFERENCE
Why Dentists Choose Us — and What to Expect
Why Dentists Choose Us
Dental-aware workflows and reporting
CPA-led reviews and clear, jargon-free guidance
Virtual, secure, paperless operations
Coordination across bookkeeping, payroll, tax prep, and planning
Results You Can Expect
Clean, accurate books — ready for lenders and tax season
Compliant payroll and fewer notices
Visibility into hygiene mix, margins, and cash flow
Better owner take-home after taxes
COMMON QUESTIONS
Frequently Asked Questions
Do you work with Dentrix, Eaglesoft, or Open Dental?
Yes. We read production/collection reports from the major PMS platforms to include in KPI metrics and practice benchmarking for your monthly performance reports.
Can you prepare my individual return too?
Yes — owner 1040s are coordinated with the practice return to avoid mismatches.
Do you manage A/R collections?
We monitor AR-related KPIs and reconcile activity, but we don't place collection calls.
Is S-Corp the best choice for my practice?
It depends on profits, payroll, and state rules. We'll model it before recommending.
Can you advise on equipment purchases?
Yes — timing and method (§179/bonus/MACRS) can materially affect tax; we'll run the numbers.
How do I get started?
Click on "Schedule a Call". We'll follow up with you by email.