Dental Consulting Services

Posted Saturday, November 7, 2020

Dental Consulting Services

WCG offers expert dentist consulting in-person, by telephone or via video conference. There are several dental practice consulting firms which will help increase revenue collections and patient value. And… dental consulting firms will provide non-clinical back-office support, insurance assistance, marketing, human resources and information technology.

But WCG’s dentist consulting focuses on tax planning, dentist tax deductions and of course tax return preparation. We also specialize in dentist bookkeeping services and that pesky payroll processing.

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

The buttons below link to our Periodic Business Review (PBR) Agenda, Financial Tune Up Agenda and our year-end tax planning tutorial for creating talking points. We use these throughout the year as a checklist for our business clients. We can also use it for any type of business consultation including dentist consulting.

Periodic Business Review Agenda

Explore our Periodic Business Review (PBR) agenda to improve your business strategy.

Financial Tune Up Agenda

Check out our Tax Planning Financial Tune Up and take control your finances today!

End of Year Tax Planning

Year-end tax planning tips and strategies to save money and prepare for the upcoming tax year.

Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.

And as Clint Eastwood once said in Dirty Harry, A man’s got to know his limitations. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.

Additional Conversation Fodder

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

Late S Corp Election

Save on taxes with WCG! Expert S Corp elections, 100% success, even if you’re filing late. Learn more!

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Section 199A Deduction

Find helpful insights, summaries, and resources to understand this important tax benefit.

Business Tax Deductions

Review our periodic business review agenda to improve your business strategy.

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Reasonable S Corp Salary

Determine a reasonable S Corp shareholder salary by avoiding extremes and using fluid guidelines.

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S Corp Questionnaire

Check out our S Corp questionnaire if you need help figuring them out for your business!

Auto Purchase Questionnaire

Check to hold automobile title as an individual or business based on our questionnaire.

Tax Planning Season

Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

Tax Planning Services
Bookkeeping Services

Tired of maintaining your own books? Seems like a chore to offload?

Accounting Services

Dental Consulting Services

Did you want to chat about this? Do you have questions about Dental Consulting Services? Let’s chat!

The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.”

Let’s chat so you can be smart about it.

We typically schedule a 20-minute complimentary quick chat with one of our Partners or our amazing 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 strategy and planning? Rental property support?

Text WCG Offices

Text WCG Offices

Need to get in touch through a quick text? We'll respond within a day.

Chat our amazing team

Call Our Team

Need to speak to a tax professional now? Give us a call 719-387-9800 and we'll get you connected.

Chat with a tax pro

Chat With a Tax Pro

Taxes can be tricky. Chat with a WCG human now and get questions answered.

After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

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We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away.

N. Sellden

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As a novice business entrepreneur they provided me with the tools to both structure and tax my business efficiently

Mayon Hight

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They've made my taxes a breeze and are worth every dime I pay them for the peace of mind their services provide.

Lynn Shannon

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The good folks at WCG have impressed me, as being highly competent, patient & friendly.

Fred LeBlanc

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They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!

Nic J

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For nearly nine years, I have had the privilege of working with WCG and their team of exceptionally knowledgeable and experienced CPAs.

Alex Hickman

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Amanda - WCG CPA - You guys have been invaluable in helping us get this business and tax planning setup properly and executed correctly.

Lance Dodd

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WCG is extremely knowledgable, timely and attune to the unique aspects of our businesses.

Carl Protsch

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WCG CPAs are professional and a pleasure to work with.

Nakapan P.

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They go beyond the call of duties to assist me not only with Tax return matters but with any questions on other personal and company tax matters.

Juan Mayorga

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I've always dreaded tax season, but WCG has made things so easy, even as we changed to an S corp. So happy we found them!

Paige de Kock

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It was great to find an accounting firm eager to take on new clients, answer initial questions in depth, and support our “keep it simple” philosophy.

Stuart B.

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Working with WCG was so easy, shout out to Sally Rhoades who handled my complicated tax situation this year wonderfully and was available for all my questions.

Stefani Cinto

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I am so thankful to be a client of WCG CPAs & Advisors.

Carol Kersten

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It's a wonderful and rare treat to find a company like WCG these days with their high level of service, personal approach, and deep knowledge of accounting.

Jeffree Hilton

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Such a great firm. Great communicators, great attention to detail and overall great people.

Jeff Owens

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