Most of these move money only if you set them up before the quarter closes. The home office allocation, the accountable plan, the Augusta lease — none of them can be added in April for a year that already ended. This e-book walks through all seven: what each one requires, what the IRS actually asks for, and what to do next.
Written for practice owners. Every strategy cites the code section behind it.
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7 Tax Strategies for Direct Care Practice Owners (PDF)One email with the e-book. We don't sell your information, and you can unsubscribe any time.
Seven strategies, each with an overview, the requirements, and the next step. The code sections and IRS publications behind every one are cited at the foot of the page, so you can take it to any advisor and have a real conversation.
Not all seven will apply to your practice. Which ones do depends on your entity, whether you own your building, and whether you have staff. That's the conversation, not the e-book.
Seven strategies, four quarters, one entity structure — the combination that works is specific to your practice. A free tax strategy session is where we work out which of these you can actually use this year, and in what order.