Accounting & Tax
Accounting that reads like a dental practice.
Monthly accounting, tax preparation, and year-round tax planning — built around how dental practices actually operate.
Reliable statements are the baseline. Statements you can benchmark against your specialty, act on before December, and hand to a lender or valuator without cleanup — that's the goal.
LLI's accounting and tax work is designed for how dental practices earn, spend, and reinvest. Everything is coordinated with your business and personal tax picture so planning is proactive, not reconstructive.
What's included
Accounting, tax, and planning under one roof.
- Monthly dental practice accounting
- Business tax preparation (S-corp, LLC, C-corp, partnership)
- Individual tax preparation for owners
- Year-round tax planning & projections
- Entity structure & compensation review
- Retirement plan strategy
- Payroll & sales-tax compliance coordination
- IRS & state correspondence support
How we work
The LLI process.
- Step 01
Secure onboarding of prior returns, statements, and payroll history.
- Step 02
Baseline review and projection for the current year.
- Step 03
Monthly close, reconciliation, and reporting.
- Step 04
Quarterly planning and year-end review with actionable recommendations.
FAQs
Common questions.
- Do you handle both business and personal tax returns?
- Yes. We prepare business and individual returns and coordinate them so the practice, the owner, and the family are planned as a single financial picture.
- How do you handle sales-tax and payroll compliance?
- We help set up compliant payroll and sales-tax processes, and can coordinate with your payroll provider so filings stay current.
- How does year-round tax planning actually work?
- We build a projection early in the year, revisit it after Q3 numbers, and make specific recommendations — retirement contributions, equipment timing, entity distributions — that align with how the practice actually performed.