Serving Colorado, New Mexico, Wyoming, and beyond.
The Challenges Dental Practices Face
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Generic COA = muddy insights: Non-dental charts hide hygiene vs. doctor performance.
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Messy month-ends: Incomplete AJEs and write-offs create year-end surprises.
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KPIs underused: No visibility into hygiene %, AR days, overhead %, or payroll as % of collections.
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Payroll pitfalls: Owner pay, benefits, and multi-state staff compliance.
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Tax timing: Equipment (§179/bonus) and retirement funding decisions at the wrong time.
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Disorganized records: Commingled expenses = confusion at tax time.
How We Help Dental Practices
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Dental-specific chart of accounts: Customized COA so production, collections, hygiene, lab, and supplies show clearly.
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Cloud-based dental bookkeeping: Automated feeds + expert categorization; monthly adjusting entries for accuracy.
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Monthly account reconciliation: Banks, cards, and loans; we also flag non-revenue deposits that can trigger tax issues.
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Expert financial review by a dental CPA: We interpret what matters—margins, hygiene mix, and trend lines.
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Dental KPI tracking: Hygiene % of production, payroll % of collections, AR days, overhead %, and cash-flow drivers. (We don’t place A/R collection calls.)
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Easy-to-understand monthly reports: CFO-level pack with plain-English commentary.
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Comprehensive dental payroll: Cloud payroll for practices; W-2/1099 setup, PTO tracking, and pre-processing review by an accountant.
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Owner payroll with tax awareness: Reasonable compensation, accountable plan, and benefits handled correctly.
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Dental tax services: Practice, owner, and related entities prepared accurately; optional IRS account monitoring and audit protection.
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Proactive tax planning (optional): Available via our Tax Strategy & Planning service; two planning meetings in the Core Package.
Why Dentists Choose Us
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Dental-aware workflows and reporting
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CPA-led reviews and clear, jargon-free guidance
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Virtual, secure, paperless operations
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Coordination across bookkeeping, payroll, tax prep, and planning
Results You Can Expect
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Clean, accurate books—ready for lenders and tax season
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Compliant payroll and fewer notices
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Visibility into hygiene mix, margins, and cash flow
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Better owner take-home after taxes
FAQ:
Do you work with Dentrix/Eaglesoft/Open Dental?
Yes. We read production/collection reports from the major PMS platforms and map them to the dental COA.
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 can I get started?
Click below and complete the Dental Tax Assessment (takes 2 minutes). We'll follow up with you by email.