Sheppard Morris CPAs – Miami’s Trusted Tax Accounting Firm
Share your goals with us, and we’ll help you reach them in the most tax-efficient way possible.
At Sheppard Morris CPAs, we support dental practices of all sizes from single-chair offices to multi-location dental groups. We understand the unique financial challenges dentists face and bring our practical knowledge to accounting, tax planning, and practice management.
Dental practices often operate through PAs, partnerships, or PLLCs, requiring strategies that optimize cash flow, tax efficiency, and income allocation. Our team provides tailored solutions to meet these needs.
Practice Growth & Ownership ChangesWe know dental practices often experience transitions, whether through associate buy-ins, partner exits, or sales to dental service organizations (DSOs). These situations require careful planning around:• Buy-in and buy-out arrangements• Capital account adjustments• Allocation of partnership income and expenses• Succession and practice sale planning• Tax implications for both the practice and individual dentists
We support these changes with accurate reporting and clear communication.
Comprehensive Services for Dental Practices• Tax Compliance & Planning – Federal, state, and practice-specific filings.• Entity Structuring & Optimization – Guidance to maximize efficiency and growth.• Financial Reporting & Advisory – Insights to strengthen operations and profitability.• Payroll & Benefits – Support for staff and associate dentists.• Transition & Succession Planning – Helping dentists prepare for long-term stability.
Why Choose Sheppard Morris CPAs• Extensive experience with dental practices• A strong track record in partner buy-ins and buy-outs• A commitment to clarity and practice-focused serviceYour focus is patient care. Our focus is ensuring your practice’s financial health is built to last.
