Tax, Accounting and Business Services for Dental Professionals:

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  • Tax planning and compliance
  • Practice projections and profit planning
  • Income tax planning and tax minimization strategies
  • Estate and trust tax preparation and planning
  • Bookkeeping service
  • Individual tax returns
  • Corporate, partnership tax preparation
  • Estate and gift tax planning and compliance
  • Tax planning for mergers, acquisitions, sale
  • Financial statement preparation
  • Outsourced controller/CFO services
  • Payroll
  • Accounting software set-up and support - QuickBooks
  • California incorporations
  • Personal financial statements
  • Business loan assistance
  • Budgets and financial projections
  • Business plan development
  • IRS problem resolution
  • Debt restructuring
  • Outsourced accounting controllership
  • Succession planning

DENTAL PRACTICE VALUATIONS & DUE DILIGENCE AND CONSULTING

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  • Mergers
  • Acquisitions and Due Diligence
  • Allocations of the acquisition price
  • Adequacy of life insurance
  • Liquidation or reorganization of a business
  • Litigation
  • Succession planning
  • Purchase or sale of the ownership interest
  • Buy-sell agreements
  • Financing
  • Insurance claims
  • Sales, expansions or reductions
  • Distribution of estate and trust assets
  • Return on investment analysis

WEALTH MANAGEMENT SERVICES & COMPREHENSIVE FINANCIAL PLANNING FOR DENTAL PROFESSIONALS

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  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Mutual funds
  • Employee benefit plans
  • Health benefit plans
  • Estate planning
  • Trust planning and charitable gifting
  • Business exit strategies
  • Compensation planning
  • Key employee retention plans
  • Welfare benefit plans
  • Insurance and asset protection
  • Succession planning and practice continuation
  • Buy/sell agreements

Next Steps...

We offer a FREE initial consultation for dental Professionals. Call 1 (818) 884-2549 today for a free, confidential consultation and ask for Fazel Mostashari.