Thank you for filling out the 5-Point Tax Review.

A member of Dentist Advisors’ accounting & tax team will reach out to you shortly.

As a reminder to get the most out of your 5-Point Tax Review, we’ll ask for a few key documents to understand your full financial picture. Our team will guide you through exactly what’s needed.

Most commonly this includes:

• The past 1–2 years of business tax return
• Recent profit and loss statements
• Your depreciation schedule (if not listed in tax return)
• Production reports (by ADA code and by provider)
• A summary of your current accounting services (payroll, tax filing, consulting, etc.)
• Basic staff and compensation information
• Your current tax software