Meridian Dental Group saved $148K with one entity restructure.
$148K
Tax saved in year one
4 → 1
Entity groups to manage
12 days
Faster monthly reporting
The challenge
Four practices, four entities and four tax returns, each planned on its own. The owners were making decisions on numbers that were weeks old, and nobody fully trusted them.
Our approach
We started with a two-week diagnosis, cleaned up the history and set a fixed close calendar. Then we added tax planning and accounting so the team had both reliable books and someone to plan with.
The results
$148K: tax saved in year one. 4 → 1: entity groups to manage. 12 days: faster monthly reporting.
Fixed fees, real advice, and nothing slips through.
Dr. Samuel Ortiz
Managing Partner
Client
Meridian Dental Group
Industry
Healthcare Practices
Services
Tax Planning, Accounting
Timeline
6 months
