Solo practitioners and multi-location DSO groups leave $80K–$400K on the table every year through outdated tax planning.
These are the opportunities we find in nearly every dental practices engagement — money left on the table by traditional CPAs.
Maxing out 401(k) contributions but missing defined benefit plans that allow $200K–$300K+ annually
Depreciating dental chairs, CBCT scanners, and CAD/CAM systems over 5-7 years instead of expensing immediately
Operating all locations under one entity — creating unnecessary liability exposure across offices
Not separating practice real estate from the operating entity for asset protection
Paying top marginal rates with no shelter beyond basic retirement accounts
These are the strategies we evaluate and deploy for every dental practices client — tailored to your specific numbers.
Defined benefit plans — contribute $200K–$300K+ per year tax-deductible, far beyond 401(k) limits
Section 179 on CBCT machines, CAD/CAM systems, dental chairs, and operatory build-outs
Entity restructuring: separate practice (S-Corp) from real estate (LLC) and equipment (leasing entity)
Cost segregation on owned dental office buildings — reclassify specialized plumbing, cabinetry, and infrastructure
Cash balance plans layered with 401(k) for combined contributions exceeding $350K annually
How we turned a $217K tax bill into over $1M in cumulative savings.
Depending on your age and income, contributions can range from $150,000 to over $300,000 per year — all tax-deductible. Combined with a 401(k), you can shelter $350,000+ annually. This is the most powerful tax tool for high-income dentists over 40.
In most cases, you should expense it using Section 179. A $150,000 CBCT machine generates a $150,000 deduction in year one, saving $45,000–$60,000 in taxes immediately — versus spreading that deduction over 5-7 years.
For multi-location practices, yes. Separating locations into individual LLCs protects each office from the liabilities of others and enables cleaner per-location financials. A holding company ties the structure together for centralized management.
Most dental practices doing $1M+ benefit from an S-Corp for the operating entity (saves on self-employment tax), a separate LLC for owned real estate, and potentially an equipment leasing entity. The optimal structure depends on your state, partner count, and growth plans.
We analyze your current situation, identify every opportunity, and show you exactly what you're leaving on the table. If we can save you money, we'll present a clear proposal with a fixed fee.
Book a free review and we'll identify the dental practices-specific opportunities hiding in your numbers.
Tell us about your business and we'll identify every savings opportunity available to you.