Tax Planning and Filing

Tax Planning and Filing

For most dental groups, taxes feel like a year-end scramble — reactive, confusing, and disconnected from the bigger financial picture. At AccruDent, we’ve turned tax planning and compliance into a proactive, value-building advantage.

Our AccruDent Tax Services go beyond filing returns. We integrate tax strategy with your accrual-based books, forecasts, and growth models — ensuring that every dollar of income, deduction, and credit is aligned with your long-term financial goals.

Accrual-Aligned Tax Planning

Because your books are maintained on a true accrual basis, our tax team sees your real performance — not just your bank balance — and builds strategies that reflect economic reality.

What Makes Our Tax Services Different

Dental-Specific Tax Expertise

We know dental depreciation rules, equipment purchases, leasehold improvements, and associate compensation structures inside and out.

Entity Optimization for DSOs

Whether you operate multiple practices under one DSO or across several holding entities, we structure ownership and management companies to minimize tax drag and optimize cash flow.

Integrated Forecasting and Tax Modeling

Your forecasts and pro formas already tell us where you’re headed. We align your tax strategy to anticipate growth — not react to it.

Traditional tax prep looks backward. We look forward. Built on the same accrual foundation as your financials, our tax services give you a clear view of profitability across every practice and entity. We don't just file returns—we architect strategies that support acquisitions, optimize multi-entity structures, and turn compliance into competitive advantage. Because in a DSO, tax planning isn't about April 15th. It's about every deal you close.

Seamless
Compliance

From federal and state income tax filings to sales tax, 1099s, and multi-entity reporting, we ensure accuracy and timeliness across every entity.

Year-Round Tax Strategy

Avoid surprises with proactive planning sessions and midyear tax projections — not just last-minute filings.

Cash Flow Optimization

Reduce tax liabilities through timing strategies, accelerated deductions, and optimized depreciation — all built into your forecasts.

Audit-Ready Confidence

Every number ties back to accrual-accurate financials that withstand CPA, investor, and IRS scrutiny.

Entity and Ownership Clarity

Our team ensures your DSO structure, management fees, and intercompany agreements align with both compliance and value creation.

Long-Term Enterprise Value

Smart tax positioning increases EBITDA, enhances lender confidence, and drives higher multiples at exit.

The Value You'll Experience

Professional bookkeeping for DSOs means maintaining separate books for each entity while rolling up to consolidated financials. We handle intercompany transactions, overhead allocation, and practice-level profitability tracking — delivering accurate, timely financials that support growth decisions and satisfy investors.

Exclusive Focus on DSOs and Group Practices: We understand your complexities — associate structures, hygiene pay, lab costs, and private-equity-readiness.

Integrated with AccruDent’s Full Financial Framework: Bookkeeping, accrual accounting, FP&A, and tax work together — no silos, no rework.

Strategic, Not Just Technical: Every tax plan is reviewed by finance leaders who think like CFOs and investors, not just accountants.

Predictable Pricing, Exceptional Access: Transparent fees, consistent communication, and on-demand support from a team that knows your numbers year-round.

Why AccruDent is the Smart Choice