Tax Services

Keep More of What You Make

Are you tired of paying the IRS and California Franchise Tax Board too much of your hard earned money? We want you to minimize your taxes to the extent possible within the law. Our unique experience of working exclusively with dentists will help you to not only minimize taxes, but plan for them. We monitor the changes in the tax laws that affect dentists and recommend tax saving elections (on your tax returns) and strategies. 

For our accounting clients, we discount your tax services by 40% since we are already intimately aware of your practice finances (saving us time and you money).

Discounted Cost

(for Accounting Service Plan Clients)

Regular Cost

Tax Return Preparation

Tax Return Preparation for Dental Practices

(Federal and CA; C Corp, S Corp, or Partnership)

$1,500

$2,500

Other Entity Tax Returns

(Fed and CA; C Corp, S Corp, Partnership, or LLC)

$900

$1,500

Individual Tax Returns

(Fed and CA; rental properties, sole prop, and capital gains/losses increase cost)

$825

$1,375

Unsecured Property Tax Returns - Form 571L

No Charge

$500 per form

Forms 1099 and 1096

(includes mailing to recipients and electronically filing with federal and state agencies)

No Charge

$50 per form

Tax Planning Services

Practice Tax Forecast

(practice taxable income and tax projection in summary format)

No Charge

$450 each

Year-end Tax Planning (Business and Personal Tax Planners)

(includes detailed tax projections and our recommendations to reduce tax before year-end)

$450

$750

Strategic Tax Planning

(analysis and detailed written report of tax strategies available to you based on your own situation)

$900

$1.500

Tax Issues and Examinations

Audit representation

$225 per hour

$375 per hour

Respond to IRS and FTB Notices

(reviewing proposed changes, researching issues, preparing appropriate response to minimize proposed increase in taxes, penalties, and interest)

No Charge

(on returns we prepared)

$375 per hour

Are you ready to schedule your free consultation?

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