Tax Planning for Professional Practices
Physicians, dentists, surgeons, attorneys and independent IT consultants earn at the top of the bracket and run a business at the same time. We help you keep more of it, from entity structure to retirement plans and practice transitions.
You run the practice. We run the numbers.
Practice owners face a unique mix of high personal income, business decisions and limited time. The structure that worked when you opened may not fit how you operate today.
We look at the practice and its owners together, so your entity, compensation, retirement plan and personal taxes all work toward the same goal.
Bring these questions to your free call.
We speak your language.
A focused client base means we already understand how your income, entities and decisions work.
Medical practices & clinics
Primary care, specialty and multi-provider clinics.
Dental practices
Solo and group dental practices, including associate buy-in planning.
Orthopedic & surgical
Orthopedic groups, surgery centers and individual surgeons.
Law firms
Partners and solo attorneys balancing their practice and personal tax planning.
IT consultants
Independent IT professionals running their own consulting businesses.
Other professional services
Consultants and professionals with practice-style income.
Where planning makes the biggest difference.
These are the strategies we review most often with clients like you.
Entity & owner compensation
S corp structure and reasonable salaries that balance payroll and income taxes.
Cash balance & 401(k) plans
Retirement plan designs that can shelter far more than a standard 401(k).
Pass-through entity elections
State-level elections in Oregon and California that can lower owners' federal tax.
Equipment & buildouts
Timing purchases and improvements to make the most of depreciation.
Buy-ins, buy-outs & partners
Structuring ownership changes so they're tax-efficient for everyone.
Practice sale & succession
Planning a sale or transition years ahead to protect the proceeds.
The services that matter most.
Every engagement is tailored, but these are the services clients in this group use most.
A CPA for dental and medical practices in Lake Oswego, Beaverton & Orange County.
We work with dental, medical and surgical practices in Lake Oswego, Beaverton and Tualatin, with specialty groups in Bellevue, and with practice owners across Orange County.
Practice owners can meet us at our Portland office or work with us entirely online, with documents shared through our secure client portal.
Dental and specialty practices weighing S corp structure and cash balance plans.
Medical clinics, law firms and IT consultants on the west side of Portland.
Practice owners using California’s PTE election and high-limit retirement plans.
Physician groups and surgeons planning around Washington’s tax rules.
Common questions.
Every situation is different. A free call is the fastest way to get a straight answer.
Do you work with practices outside Portland?
Yes. We work with practices across Oregon, Washington, California and Idaho, in person in Portland or online.
Can you work with our practice manager or bookkeeper?
Yes. We coordinate with your practice manager, bookkeeper and payroll provider so the numbers flow cleanly into planning and returns.
Is a cash balance plan worth it?
For high-earning owners with steady profits, a cash balance plan can allow much larger tax-deductible contributions. We model the cost and benefit before you commit.
What about associates thinking about buying in?
We help both sides, practices and associates, understand the tax consequences of a buy-in and structure it sensibly.
Do you offer tax planning for dental and medical practices in Lake Oswego and Beaverton?
Yes. Tax planning for practices in Lake Oswego, Beaverton and Tualatin is a large part of our work, and we also serve practice owners in Bellevue and Orange County, mostly online.
Plan your next move with a trusted advisor.
A free, no-obligation call with Amit to talk through your situation and goals.