Only talking at filing time
A year-end-only conversation can leave little time to evaluate available choices.
Planning through the year
Make tax part of the plan, not a spring surprise.
Quarterly planning tied to practice cash flow, so the tax bill is set aside as income is earned, and April is calm.
Why planning matters
Tax decisions are easier before the year is over.
A practice’s structure, owner compensation, investments, and expected cash needs all shape tax conversations. Planning starts with the facts and the right professional review.
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Cash needs are disconnected
Tax estimates and practice cash planning are more useful when discussed together.
Practice and personal questions overlap
Owners often need their business activity and personal tax picture considered in context.
Who this can support
Dental practice context matters.
The questions vary by ownership, number of locations, and the decisions ahead.
Independent practices
Owner-operated dental offices working through visibility, cash flow, tax planning, and owner decisions.
Growing groups
Multi-location practices looking for consistent reporting and a clearer view across offices.
Dental service organizations
Dental platforms considering location economics, consolidated reporting, and finance leadership.
Where conversations start
Tax work that follows your circumstances.
Tax scope is specific to entity structure, owners, jurisdictions, and the decisions under consideration.
A year-round rhythm
Plan, check, adjust, prepare.
A steady cadence makes room for questions while decisions are still ahead. Timing and scope depend on each engagement.
Set context
As appropriate to the engagementCheck in
As appropriate to the engagementAdjust
As appropriate to the engagementPrepare
As appropriate to the engagementThe working context
Tax planning works best when practice records and owner questions stay connected.
Financial statementsTax calendarPlanning conversations
What this can help clarify
A more considered tax conversation.
These are areas for discussion, not guaranteed outcomes or a promise of a particular result.
Know what is coming
Bring expected filing and estimated-payment dates into view.
Connect the records
Use organized business financials as context for tax preparation.
Plan for cash needs
Discuss tax timing alongside other practice and owner cash decisions.
Surface questions earlier
Identify topics to review with the appropriate tax professional.
How it fits
One question often touches another.
Explore related parts of a dental financial picture.
By practice stage
Published practice context
Read a dental overhead perspective.
A published resource for practice owners. This page does not imply that the material is a DSO CFO client engagement or outcome.
Dental tax / Practice overhead
Practice overhead: a published discussion.
Explore the published practice overhead resource and its dental-finance context.
Read the published resource Published content
Keep exploring
The rest of the financial picture.
Start by email or phone. Private financial records are not collected through this website; secure ShareFile invitations are arranged only after contact.
A clearer way forward
Put your practice in context.
Tell us what you are working through. The first step is a conversation about your practice and the right next question.
Austin Moffat ran the financial side of a Southern California dental group as it grew from two locations to eight between 2016 and 2023, and was part of the transaction when it sold at a 10x EBITDA multiple. DSO CFO is the firm he would have wanted on the owner’s side of that table.
Request a free profit reviewNo obligation. A real conversation about your practice.
