Built for the chair — and the practice.
Operatory equipment §179'd in the right year. DSO partnership income parsed correctly. Defined-benefit plan funded to the cap. Owner comp and reasonable salary set by the math, not the gut.
A new operatory chair without a §179 election is $35K of depreciation drag. A DSO K-1 with passive-vs-active misread is a CP2000 the year after. A dentist netting $400K without a defined-benefit plan is leaving six figures of pre-tax deferral on the table — every year.
How we fix it.
Practice review
PLLC or PC, single-owner vs. group, DSO partnership interest. Federal election sits on top of the state form.
Equipment + build-out
§179 election on operatory equipment, bonus depreciation on tenant improvements, cost-seg on owned buildings.
Retirement strategy
SEP, Solo 401(k), or Defined Benefit. Modeled annually against actual production and partner age.
DSO income mapping
For dentists with DSO partnership equity, K-1 income split between guaranteed payment, distribution, and passive ownership. Tax treatment differs at every line.
Why us for dental practices.
Enrolled Agent, enrolled to represent taxpayers before the IRS in all 50 states, alongside CPAs and attorneys.
Finance training: the math behind every recommendation we make.
Operatory equipment — §179 vs. bonus, by year.
A $32K chair, an $80K CBCT, a $14K curing-light station. Each has its own depreciation lane, and the right election depends on your profit, your loan terms, and whether more equipment is coming next year. We elect by item.
DSO K-1 income — guaranteed payment vs. distribution.
Most dentists with DSO equity get a K-1 that mixes income types. Guaranteed payments are subject to SE tax; distributions usually aren't. The line between them is where the savings live.
Defined-benefit plan — the highest-leverage move on the page.
For a 50-year-old dental owner clearing $400K+, the DB cap can exceed $250K/year of pre-tax deferral. The actuarial setup is real but the savings dwarf it. We design and coordinate with an actuary.
Pricing, on the page.
Published prices · Quoted in writing before any work startsHow it works: one annual fee, half paid at engagement and half before your return is filed. Everything past the package baseline is a published add-on at a fixed price, so nobody counts forms. Books, payroll and sales tax are the only monthly items, because they are the only monthly work. See the full grid and every add-on or start your intake.
One practitioner. Every file, personally led.
Cody is an Enrolled Agent with an MBA, a solo practitioner with a small support team, working out of Lakeland, Florida.
Every client engagement is led by Cody personally. The firm stays deliberately small so the work stays deliberately careful. The person who filed your return is the person who handles the IRS.
Common questions.
If yours isn't here, ask it on the intake — we read every one before the first call.
How is dental different from general medical practice?
Capital intensity, mostly. Dentists buy equipment all the time — chairs, imaging, lasers, mills. The §179 / bonus math runs every year, not once. We make it part of quarterly planning instead of an April surprise.
I just bought into a DSO. What changes?
You're now a partner with a K-1 instead of a sole owner with an S-Corp. The income parsing is different, the retirement plan options compress, and your taxable income shifts in ways that need modeling.
Should I own my building?
Often yes — a separate LLC holding the building, rented to the practice at fair market value. Cost-seg on the building, mortgage interest, depreciation. We model whether the lift is worth it for you.
What's the QBI deduction situation?
Dental is an SSTB. QBI phases out above the income limits. For high-earning owners, planning to capture (or release) the deduction matters. We model both sides.
Multi-location?
Common. We can run each location as a separate entity, a common parent, or under management-company architecture. State-by-state.
Associate vs. partner — does the tax treatment differ?
Substantially. Associates as W-2 employees vs. 1099 contractors vs. partner-K-1 holders all have different planning lanes. We model each.
Related
- Business tax preparationS corp, partnership, C corp and Schedule C returns, with the owner's return included.
- S corp tax servicesWhether the election pays, Form 2553, a salary you can defend, and the 1120-S.
- Monthly bookkeepingMonthly close and reconciliations from the firm that files your return.
- CRNAs, NPs, locums and travel nursesW-2 or 1099, multi-state work and the entity question.
The chairs do the work. We'll do the books.
Send your last 1120-S and a current production summary. We'll have a planning gap and your package price on the call.
Tell us about your business.
A few questions, then pick a time for a free 15-minute call with Cody. Nothing starts until you sign an engagement letter.
Prefer to talk? Call (863) 370-8115 or Book a 15-minute call.
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