Optimize Your Tax Strategy and Maximize Savings with Expert Guidance

At Tower Financial Group, our Tax Services are designed specifically to help dental practices navigate the complexities of tax compliance and planning. From reducing tax liabilities to identifying tax-saving strategies, we provide comprehensive support to ensure your practice is operating as efficiently and profitably as possible. Whether you need help with annual tax returns or proactive tax planning, our experienced team delivers tailored solutions that drive real results.

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Comprehensive Tax Solutions
for Dental Practices

Our Tax Services are designed to provide dental practices with comprehensive support, from tax compliance to strategic planning. We help you reduce tax liabilities, optimize cash flow, and ensure you’re prepared for every tax season.

Tax Compliance & Support

We ensure your practice remains compliant with federal, state, and local tax regulations. Our services include business and individual tax returns, IRS and state examination representation, 1099 filings, and other required tax documents for your practice.

Tax Planning

Proactive tax planning is essential to minimizing your tax liabilities. We provide year-end tax projections, quarterly estimated tax payments, cash flow planning, and federal and state tax credit analysis to ensure you're prepared throughout the year.

IRS Representation

Dealing with an IRS audit or state tax examination can be stressful. We provide expert representation to ensure that your practice remains compliant, while minimizing risks and penalties during audits or examinations.

Cost Segregation & Tax Credit Strategies

Through advanced techniques such as cost segregation studies and tax credit analysis, we help dental practices lower their taxable income and increase savings. Our team identifies every opportunity for you to claim deductions, credits, and other benefits.

Succession & Legacy Planning

Ensure the long-term success of your practice and protect your financial legacy with comprehensive tax and estate planning. From retirement planning to charitable giving, we provide the expertise you need to future-proof your business.

How Our Tax Services
Have Helped Dental Practices

Advisory

Strategic Growth and Expansion for a Dental Practice

This case study details a dental practice’s journey from 2022 to 2024, focused on expanding capacity, improving operational efficiency, and increasing profitability. Through strategic interventions in leadership, capacity enhancement, and financial planning, the practice achieved significant growth in collections and EBITDA, securing financial independence for the owner.

Advisory

Maximizing Dental Practice Performance

This case study details a dental practice’s journey from 2022 to 2024, focused on enhancing operational efficiency, profitability, and organizational development. Through the implementation of scorecards, targeted marketing strategies, and team restructuring, the practice achieved significant improvements in collections and EBITDA.

Advisory

Transforming a Perio and Implant Specialist Practice

This case study details a two-year journey with a perio and implant specialist practice focused on transitioning from operational marketing to authoritative brand-building. Through improved patient targeting, cash management, and a strengthened management structure, the practice achieved record-breaking collections and robust profitability by 2024.

Benefits

Why Choose Tower Financial Group for Tax Services?

Dental Industry Expertise

We specialize in working with dental practices, so we understand the unique financial challenges you face, from cash flow issues to optimizing patient revenue cycles.

High-Level Financial Guidance

With our Fractional CFO Services, you gain the strategic financial leadership of an experienced CFO without the cost of hiring a full-time executive.

Tailored Solutions for Growth:

Every practice is unique, which is why our financial strategies are customized to your specific goals, helping you scale efficiently while maintaining profitability.

Ongoing Financial Insights

We provide continuous support and real-time financial insights, ensuring that your practice stays on track and adapts to changes as needed.

Components and Functionality

Cloud and On-prem

Use the same processes to scan data in all locations.

Distributed Scanning

Use satellite scanning nodes to process data in residency regions or cloud locations.

Virtually no false positives.

DataStealth is built for enterprise. With fast and easy integration that’s as simple as updating your DNS.

Data Lineage

Classification of not only where sensitive data is located, but also related objects and copies.

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API, Demand, or Scheduled

Initiate scans via API integrations, on-demand, or scheduled to run off-hours or on a regular schedule.

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Why Choose Tower Financial Group for Tax Services?

At Tower Financial Group, our tax department is led by seasoned professionals with deep expertise in tax strategy, not just basic dental CPA work. We go beyond the surface-level advice you may have received from a traditional tax accountant. Many dental practices receive inadequate or outdated tax advice that limits their growth and causes them to miss significant savings opportunities.

Our leadership team brings advanced tax knowledge and innovative strategies that ensure your practice benefits from the most sophisticated tax planning available. We take a proactive approach, identifying tax-saving opportunities such as cost segregation, tax credits, and optimal business structuring—strategies that many dental CPAs overlook. With Tower Financial Group, you get more than compliance—you get a strategic partner dedicated to maximizing your savings and driving your practice’s financial success.

How Can Tax Services Help Your Dental Practice?

Our Tax Services provide dental practices with peace of mind by ensuring full compliance with tax laws, while helping you take advantage of every tax-saving opportunity available. We provide proactive tax planning that enables you to manage your cash flow, reduce your tax burden, and maximize your practice’s profitability.

Are You the Right Fit for Tax Services?

Our Tax Services are perfect for dental practices that feel frustrated with their current tax strategy or CPA. You’re the right fit if:

⦁ You suspect you’ve overpaid in taxes or missed out on key deductions.

⦁ You often find yourself scrambling at the last minute to pay taxes or file returns.

⦁ You’ve been receiving the same advice year after year without seeing improvements in your tax savings.

⦁ You feel unprepared or uncertain heading into tax season and want proactive guidance throughout the year.

⦁ You’re concerned that your current CPA isn’t providing the sophisticated tax strategies your practice needs to grow.

what we do

Components and Functionality

Cloud and On-prem

Use the same processes to scan data in all locations.

Protect payment card data.

Reduce PCI audit scope.

Comply with new PCI DSS 4.0 requirements.

Learn More Schedeule Demo

Data Lineage

Classification of not only where sensitive data is located, but also related objects and copies.

De-risk non-production environments with high-fidelity substitute data.

Learn More Schedeule Demo

Distributed Scanning

Use satellite scanning nodes to process data in residency regions or cloud locations.

Learn More Schedeule Demo

API, Demand, or Scheduled

Initiate scans via API integrations, on-demand, or scheduled to run off-hours or on a regular schedule.

Learn More Schedeule Demo

Real Results, Real Growth

At Tower Financial Group, we don’t just provide advice—we help you achieve real results. Our clients have seen increased profitability, improved operational efficiency, and sustainable growth through our Advisory Services. Let us help you create the path to success for your practice.

Tax returns delivered on average one month earlier than prior CPA firms.

Implemented significant tax-saving strategies not previously utilized on 30% of tax clients.

Able to amend to claim impactful tax refunds on 20% of tax clients on tax returns filed by other CPAs.

Average savings of $50,000 per tax return.

Optimize Your Tax Strategy and Maximize Savings with Expert Guidance

Comprehensive Tax Solutions
for Dental Practices

How Our Tax Services
Have Helped Dental Practices