Business Details
Dental Accounting & Tax Services
Integrated Accounting Solutions was founded on the principle that dental professionals deserve accounting services specifically tailored to their unique needs. As a dental-focused CPA firm, we combine deep industry expertise with a commitment to personalized service. Our clients benefit from continuous accounting practices that ensure real-time financial insights, enabling proactive decision-making. We specialize in eliminating the stress of financial management through all-inclusive monthly service plans that cover bookkeeping, payroll, tax planning, and compliance. Our proactive approach to tax strategy helps clients reduce liabilities while maintaining compliance with evolving regulations. With a deliberately limited client base, we guarantee responsive support and direct access to experienced professionals.Our teams decades of combined experience in dental accounting ensures clients receive unmatched expertise. We prioritize transparency and value, ensuring fees are consistently offset by cost-saving strategies and operational efficiencies. Technology integration allows us to deliver timely, data-driven advice that aligns with practice goals. Client satisfaction remains our highest priority, reflected in our 24/7 communication accessibility and commitment to long-term partnerships. This philosophy has positioned us as a trusted partner for dental professionals seeking financial clarity and growth.
Services
Bookkeeping
Payroll Services
Tax Planning
Tax Returns
Dental Tax Strategy
Business Filings
Practice Start-Up Assistance
Cash Flow Analysis
Financial Reporting
HR Compliance
Highlights and features
- We specialize in dental accounting and tax services with industry-specific expertise
- Our team maintains a deliberately limited client load for personalized attention
- We provide unlimited phone and email support with no hourly billing constraints
- Our all-inclusive monthly service packages eliminate unexpected charges
- Proactive tax planning strategies are implemented year-round to optimize savings
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Beyond excellent services
Prompt and knowledgeable responses
Seamless transition to new software
Proactive guidance throughout year
Highly recommend
Services
Bookkeeping
Our continuous accounting system ensures daily transaction processing and real-time financial tracking. Clients receive customized monthly reports with performance analysis and trend identification. This foundational service enables all other financial operations and strategic planning activities.
Tax Planning
We implement year-round tax optimization strategies tailored to dental practice structures. Services include quarterly tax projections, deduction maximization, and audit risk reduction specific to healthcare providers. Proactive planning ensures no surprises during tax season.
Payroll Services
Full-service payroll management includes direct deposit processing, tax filings, and new employee onboarding. Our solution covers quarterly reports, W-2 preparation, and HR compliance assistance for dental practices with multiple employees.
Dental Tax Strategy
Industry-specific tax guidance compares practice performance against dental benchmarks. Services include practice purchase evaluations, sales tax optimization for equipment, and entity structure recommendations tailored to dental professionals.
Tax Returns
Comprehensive preparation of federal and state income tax returns, including business property tax filings. Our service ensures accurate deductions for dental equipment depreciation and compliance with healthcare-specific regulations.
People
Dave Sholer
Certified Public Accountant
Dave Sholer, CPA and MBA, specializes in dental accounting with over two decades of experience. Member of California Society of CPAs and AICPA, he focuses on creating streamlined financial systems that allow dentists to concentrate on patient care while maintaining practice profitability.
Questions
What accounting services are included in your monthly plan?
Our all-inclusive plan covers bookkeeping, payroll processing, tax planning, tax return preparation, business filings, and unlimited support with no additional fees.
How do you specialize in dental practice accounting?
Our team exclusively works with dental professionals, providing industry-specific insights on equipment depreciation, practice valuations, and tax deductions unique to dental practices.
How are your services billed?
We utilize fixed monthly pricing with no hourly rates or unexpected charges. All necessary accounting and tax services are included in your transparent service plan.
Can you help with starting a new dental practice?
Yes, we offer practice start-up services including entity formation, cash flow projections, loan application assistance, and complete accounting system setup at no additional charge.
What sets you apart from other accounting firms?
We maintain a limited client base for personalized service, provide proactive tax planning year-round, and specialize exclusively in dental accounting with direct CPA access 24/7.
How do you handle tax compliance across different jurisdictions?
We manage federal, state, and local tax filings including annual business property tax returns, ensuring compliance with all regulatory requirements while minimizing tax liabilities.
