Dental CPA Services and Support Portal

Posted Monday, October 26, 2020

Welcome to the Dental CPA Services and Support Portal! Everything you need from dental accounting to small business tax preparation to S Corp elections to payroll is located here. Need consultation? Questions about retirement planning within your dental practice? What about tax deductions and the Healthcare Enhancement Act? That’s here too. Worries about long-distance relationships? Most of our clients are primarily in California, Nevada, Colorado, Texas, the Midwest, Florida and New England, but we serve business owners in all 50 states. Long distance is a snap, and we can easily be your online dentist cpa!

Dentist Consulting

Click on the buttons below to read about our dentist consulting services including Periodic Business Reviews and Year-End Tax Planning. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation from a dental accountants is necessary to stay ahead of the tax obligations and understand dental practice and general business nuances.

Business Entity Tax Return Preparation

Click on the buttons below to review our dental practice tax returns including corporate and partnership tax returns procedures and general fees. WCG and its dentist CPAs combine proper tax planning so that the tax return is not a surprise in April. A checklist and our online digital forms for compiling your business and dental practice activities is also included.

Dental Practice Support Services

We are not bookkeepers- we are accountants who happen to do bookkeeping services specializing in dentists. Sorry for being snooty but accountants look at things very differently than bookkeepers. Most bookkeepers simply memorialize your transactions. Accountants, and specifically WCG business accountants, offer insight and advice. And while we don’t like to admit it, we are payroll specialists too.

Dental Consulting Services

Do you need some help with administering your dental practice? Tax planning? Buying a dental practice? Reviewing tax deductions and remaining compliant? Let’s chat about our dentist consulting services!

We typically schedule a 20-minute complimentary quick chat with one of our Partners or Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax prep, and more importantly tax strategy and planning?

Should we need to schedule an additional consultation, our fee is $250 for 40 minutes. Fun! If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services.

Appointments are typically held through Microsoft Teams and are scheduled on weekdays during the work day. Yes, we can easily accommodate nights and weekends, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during tax season (who would have thought, right?).

Shockingly we will return all appointment requests via email with 24-36 hours weather-permitting, or perhaps a phone call (if the moment strikes us). No black holes here! In a hurry, please call us at 719-387-9800 or use our chat service in the lower right corner or the button below.

Dental Practice Consultation Agenda

What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics. In general, we try to touch on high level issues such as-

  • tax savings, planning and income modeling
  • S Corp election and operating as an S corporation (including late S Corp elections)
  • Tax Cuts & Jobs Act of 2017 and Section 199A deductions (still relevant in 2020)
  • dental practice fringe benefits and deductions
  • expense reimbursements and the Accountable Plan
  • industry analysis and peer to peer comparison (how do you compare to other dentists?)
  • health insurance, ACA compliance and long-term care
  • executive and fringe benefits (how do you take money out of the practice?)
  • business liability
  • partnership agreements, corporate structures and ownership layering (considering bringing in another dentist?)
  • retirement plans including solo 401k plans, defined benefits pensions and self-deployed annuities
  • asset protection and trusts, estates and probate

Business Structure and Formation Portal

Everything you need to help you launch your new dental practice from business entity selection to multiple-entity business structures. Should you select a Professional Limited Liability Company (PLLC) or a Professional Corporation (PC)? Are you considering an S Corp election? What about adding your spouse to the business? Click on the button below to be taken to our Business Structure and Formation Portal.

Client Reviews and Expectations

When doing business, either online or face-to-face, you want peace of mind that things will go smoothly. Furthermore, if things don’t go as planned, then you want comfort in knowing they will be taken care of. WCG takes customer service and satisfaction very seriously.

WCG is a full service tax preparation, accounting and small business consultation firm, and we look forward to working with you!