Charlotte CPA Tax Coach
704-960-4815

Dental CPA Accounting

tax planning services Charlotte

Dental CPA Accounting And Tax Services

Leonard & Associates, CPA PLLC is an experienced dental CPA firm providing distinctive accounting and tax services for dentists in the Charlotte area. When you reach out to us for assistance, we’ll develop a specialized package of dental accounting services including cash flow management, bookkeeping, financial statements, tax planning strategies, and much more. From starting out as a new dentist, to growing your own practice, to eventual practice transition, we offer all the support dentists need at every stage of their career in the dental industry.

Working with Leonard & Associates, CPA PLLC will be cost-effective for your dental practice because we'll put you in the best possible tax position. As experienced tax accountants, we know how to leverage the tax code to significantly reduce taxes for dental practices. Working with us is convenient for busy dentists because we make tax planning and compliance easy so there are no hassles or surprises at tax time.

Our accounting and tax services are perfect for family dentists, oral surgeons, orthodontists, independent dental contractors, and other dental professionals. Call us now at 704-960-4815 to learn more or request a free consultation online.

Dental Practice Accounting Services

Charlotte accounting for dentists

Leonard & Associates, CPA PLLC has the advanced set of skills and experience that come from providing specialized accounting and tax services to a wide variety of dental practices. We’re different than other CPA firms in the Charlotte area because we understand the financial challenges common to the dental industry and how to get past them to build a thriving practice.

Our dental CPA firm provides the accounting solutions and business strategies that will keep your practice financially efficient and running smoothly. We’ll deliver handy reports that clearly illustrate the full scope or your revenues and expenditures so you can control costs. We’ll also provide profit coaching, cash flow management, and will utilize benchmarking data to compare your practice with others and pinpoint areas that need adjustments.

Contact us today at 704-960-4815 or request a free consultation online to find out how we can develop a customized package of dental practice accounting services for you. We work with family dentists, orthodontists, oral surgeons, and dental practices in all types of specialties.

Our accounting services for dental practices include:

  • Dental practice benchmarking
  • Outsourced accounting and bookkeeping
  • Monthly financial statements
  • Tax preparation
  • Tax planning strategies
  • Cash flow analysis and management
  • Forecasting and budgeting
  • Payroll processing
  • Outsourced CFO services
  • QuickBooks™ set-up and support
  • Help starting a new practice
  • Incorporation services

Charlotte income tax preparation

Every business is subject to taxation but Leonard & Associates, CPA PLLC has the sophisticated tax planning techniques to minimize the impact of taxes on your dental practice. As a highly experienced Charlotte, NC CPA firm, our tax accountants are well-versed in federal and state tax law and will work hard to find you significant savings. We’ll engage every possible tax break, deduction, and incentive available to reduce your tax burden so your practice becomes more profitable and your personal income is increased.

Our tax planning methods are effective because we work year-round to manage your tax burden. We’re constantly watching for changes in the code that affect the dental industry to keep your taxes low and make sure your practice in compliance. We’ll communicate with you on a regular basis throughout the year and will make ourselves available to answer questions when a financial decision could have tax consequences. Finally, at year end, we’ll accurately prepare and file your taxes.

Your dental practice has a lot at stake at tax time and proactive tax planning is the answer to managing tax obligations successfully. To discuss how we can minimize taxes for your practice, call us today at 704-960-4815 or request a consultation online.

Our tax services for dental practices:

  • Aggressive tax planning strategies to reduce taxes
  • Tax preparation for dentists and dental practices
  • Succession planning
  • IRS tax problem resolution

accounting for new dentists

If you’re a new dentist who’s just starting out in the industry, Leonard & Associates, CPA PLLC is an important asset. You can tap into our extensive experience in accounting and tax planning for the dental industry with our New Dentist Program. This specialized plan provides the direction and support you need to establish a successful career as a dentist.

New dentists typically begin their career with a hefty educational debt but we know your earning potential and have the tools and resources to help you achieve your financial goals. As your trusted financial advisor, we’ll answer your questions and create a personalized tax plan. We’ll also connect you with a variety of other professionals that specialize in working with the dental industry including law firms, banking institutions, and brokers.

Our dental CPA firm understands your situation and will guide you towards a longstanding career in the profession you love with sound and affordable financial advice. Contact us now at 704-960-4815 to learn more or request a free initial consultation online.

Our CPA firm helps new dentists with:

  • Tax planning to reduce taxes and increase income
  • Corporate structure for your practice
  • Debt financing evaluation
  • Financial benchmarking guidance
  • Recommendations for key relationships (e.g., dental law, dental loan financing, dental brokers, etc.)
  • Preparing your financial position
  • Tax preparation for future dental practice owners

Leonard & Associates, CPA PLLC offers the financial support dental practices need to thrive with a full range of specialized accounting and tax services. We provide timely and accurate dental accounting, financial reporting, bookkeeping, tax services, and benchmarking analysis. Because of our experience in the dental industry, we’ll also assist with business performance including profit improvement, growth opportunities, and practice transition services.

When you come to us for dental accounting services, we’ll design a customized package that’s tailored to the needs of your particular dental practice. No matter what services suit you best, you’ll always receive sound advice and responsive service.

Please review our list of dental accounting services below then call us at 704-960-4815 or request your consultation online.

Dental accounting and bookkeeping services

You’ll have more time for running your practice when you leave the accounting and bookkeeping to us.

Tax planning and preparation

Our proactive tax planning strategies will reduce tax liabilities, save you money, and increase profits.

Dental practice benchmarking

Benchmarking will reveal how your practice is really doing financially and where to make adjustments.

New Dentist Program

We offer new dentists the financial tools they need to for a successful career in the dental industry.

Charlotte benchmarking for dentists

Do you know how financially strong your dental practice really is? Make sure your practice is healthy and on track to meet financial targets with dental practice benchmarking from Leonard & Associates, CPA PLLC. We use benchmarks to compare your practice with others and highlight areas where adjustments can be made to improve business performance.

Dental practice benchmarking offers a number of benefits. Benchmarking data helps analyze overhead to see if expenses should be reduced and examines personnel costs to figure out if you need to hire additional staff. For practices with multiple dentists, this data can be used to evaluate your compensation structure and discern if it’s fair and on par with regional standards and industry trends. Benchmarking will also assist in determining what your practice is worth for transitions like strategic mergers, acquisitions, or partnerships. Once our analysis is complete, we'll clearly outline recommendations for changes that will make your practice stronger.

To learn more about how benchmarking can open your eyes to opportunities for increased profitability and growth for your dental practice, contact us at 704-960-4815 or request a free initial consultation now.

Our practice benchmarking services for dentists include:

  • Aggressive tax planning
  • Strategic growth planning
  • Practice start-up consultation
  • Overhead analysis
  • Personnel cost analysis
  • Capital acquisitions
  • Lease vs. buy analysis
  • Business continuation planning
  • Operational review and implementing improvements
  • Financing assistance
  • Business plans
  • Equipment acquisition planning
  • Choosing the right type of entity for your practice
  • New Dentist Program

Our dental practice transition services include:

  • Mergers
  • Acquisitions
  • Partnerships
  • Buy/sell agreements
  • Real estate sale or purchase
  • Financing
  • Adequacy of life insurance
  • Liquidation or reorganization of a practice
  • Litigation support
  • Succession planning

profit coaching

As a dentist, your practice plays a central role in your overall financial plan. Building your dental practice means building your wealth and our profit coaching services will maximize your earning potential by strengthening your practice. Our proven methods are carefully designed to improve productivity and increase your bottom line.

When you work with Leonard & Associates, CPA PLLC, we tap into our years of dental industry experience to guide your practice towards success. We'll analyze your financials and develop a customized strategy to generate higher profits. We show you the best ways to implement changes and teach you proven practice management techniques that will keep your team motivated and keep your profits on the rise. As your practice evolves, we'll be with you every step of the way to help you overcome financial challenges and stay on the path to prosperity.

Strategic Profit-Building for Dentists

If you're ready to start growing the profits of your dental practice, call our office at 704-960-4815 or request a free consultation online.

  • Framework for profit building
  • Strategies for improving internal controls
  • Budgeting and forecasting
  • Practice benchmarking
  • Practice tax planning strategies
  • Outsourced accounting and bookkeeping

Dental Equipment Acquisition

dental equipment acquisitionA key component of running a successful dental practice is keeping your operatory furnished with modern equipment. New equipment presents a professional appearance that instills confidence in your patients -not to mention the tax benefits. But, acquiring new dental equipment also brings up many questions. How much should you spend? What type of acquisition is appropriate for your particular dental practice?

At Leonard & Associates, CPA PLLC, we have the industry expertise to assist all types of practices with dental equipment acquisition. We'll analyze your situation and explain the best options for your needs and budget. But we don't just deliver information, we help you carefully weigh the pros and cons so you can come to the right decision for your dental practice. Once we've identified the best form of acquisition for your practice, we'll do the legwork to research banks and find the best offer for financing .

New Dental Equipment Acqusition Specialists

Find out why so many dentists have turned to us for their equipment acquisitions and consulting needs. Call 704-960-4815 or request a consultation online now to learn more.

  • Choosing financing, purchasing, or leasing
  • Lease agreement assistance
  • Loan financing

Dental Loan Financing

medical loan financingFunding the growth of an emerging dental practice generates a unique set of challenges. Navigating the sea of dental loan options, credit lines, and financing rates can quickly becomes overwhelming for mosts dentists. To make the right choice for your practice, turn to Leonard & Associates, CPA PLLC for guidance.

As a CPA firm with an extensive background in the the dental industry, we understand your situation and know exactly what to do. We'll learn all we can about your practice in order to pair you with the right bank and loan for your needs. Whether you're expanding your practice, acquiring new medical equipment, updating your office furnishings, or just want to improve cash flow, we have the solution. When you work with us, you can stop worrying about the numbers and use your energy to care for patients and keep your practice growing.

Find the Right Loan for Your Dental Practice

Make sure you're choosing the right loan financing option by calling Leonard & Associates, CPA PLLC today at 704-960-4815 or request a free consultation online.

  • Refinancing practice debt
  • Dental equipment acquisition
  • Loans for dentists and oral surgeons
  • Expanding, relocating or remodeling
  • Practice-related property purchases
  • Partnership buy-ins/buy-outs

Consulting For Dental Practices

What sets Leonard & Associates, CPA PLLC apart from other dental CPA firms is our years or experience working closely with dentists. We offer an unmatched skill set that goes way beyond routine accounting and tax planning. From practice benchmarking and profit coaching to equipment acquisition and loan financing, we'll help you manage every aspect of the financial side of your dental practice.

If you're ready to start growing your profits and your dental practice, give us a call at 704-960-4815 or request a free consultation online.

Dental practice benchmarking

Benchmarking will reveal how your practice is really doing financially and where to make adjustments.

Profit Coaching for Dental Practices

Our profit coaching will show you how to structure and manage your dental practice to drive more profits.

Dental Equipment Acquisition

We'll show you the best way to acquire new dental equipment including financing, leasing, and other options.

Loan Financing

We know how pair you with the right bank and the right loan for your dental practice.

Accounting for Dental Practices

accounting for dentists in CharlotteBuilding a successful dental practice requires powerful financial strategies from a knowledgeable CPA firm who’s looking out for your best interests. Leonard & Associates, CPA PLLC is the right firm for the job because we’re highly experienced in dental practice accounting services, tax planning, and business strategies that will keep your books organized and boost the value of your practice.

When you become our client, we take the time learn about the unique dynamics of your dental practice and create an optimal package of accounting and tax services around your needs. We know the importance of measuring overhead costs so we organize your financial records into meaningful reports you can use to control expenses and evaluate the costs of adding new technologies. To keep taxes in check, we’ll formulate a comprehensive tax planning strategy that will maximize profits for your practice and increase your personal wealth.

Call us now at 704-960-4815 or request a consultation online to learn more about our dental CPA firm and how we can care for all your accounting needs.

Accounting for Oral Surgeons

accounting for oral surgeonsOral surgeons are too busy with patients to manage accounting tasks and tax strategies on their own. For the essential dental accounting services your practice needs to run smoothly and be successful, turn to Leonard & Associates, CPA PLLC. We have extensive experience working with the dental industry so you can count on us for outsourced accounting solutions to save you time and innovative tax planning techniques to save you money. We’ll compile detailed financial statements that allow you to keep expenses in check, regulate cash flow, and see higher profits at year-end. With our support and targeted financial advice, your practice will streamline accounting procedures, increase in value, and be prepared to capitalize on opportunities for growth.

Find out how we can improve your bottom line and leave you more time concentrate on patient care. Request a consultation online now or call our Charlotte, NC CPA firm now at 704-960-4815.

 

Accounting for Orthodontists

accounting for orthodontistsOrthodontists often struggle to balance managing accounting and practice development with patient care. At Leonard & Associates, CPA PLLC, we believe you shouldn’t have to choose between your patients and your practice so we offer a full range of outsourced accounting services and profit improvement techniques for dentists. While you’re tending to the needs of your patients, we’ll take care of your budgeting, financial statements, and all of your critical accounting functions. We’ll also build an extensive tax planning strategy for your dental practice that will limit tax obligations and increase profits.

If you’re an orthodontist in Charlotte that needs help keeping up with your dental accounting, call us at 704-960-4815 now or request a free initial consultation online. Our CPA firm is ready to assist you with exceptional service, personal attention, and tangible results.

Accounting for Independent Dental Contractors

accounting for dental contractorsLeonard & Associates, CPA PLLC is a highly valuable resource for independent dental contractors because we offer the accounting and tax services to keep you on the path towards opening your own practice. We’ll skillfully manage your finances with innovative accounting solutions, creative tax strategies, and a realistic budget to increase your income while you stay focused on working with patients. With our dental CPA firm in your corner, you’ll have lower tax obligations and more money in your pocket. You’ll also have us as a trusted financial advisor you can turn to for the reliable advice and direction to help you reach your goals.

We invite you to take advantage of our expertise and learn how we can help you build a financially rewarding career in the dental industry. Call us at 704-960-4815 or request your consultation online.

Get Your FREE Book

Find out how we can reduce your taxes! We'll provide The Great Tax Escape* when you schedule a consultation.

Certified Tax Coach

Certified Tax Coach Planners are tax professionals with advanced training in proactive tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax.

 

Send Us Files Securely

Use our secure file sharing tool to send files to our CPA firm.