Trinity Tax & Financial Solutions Inc.

Tax Services for Dentists

Stop overpaying your taxes and start enjoying your profits!

Every year, dentists just like you end up overpaying their taxes. But some dentists pay a LOT less in taxes than others...even for the exact same income. Why? Because all accountants, CPAs, and tax preparers are NOT created equal.

The problems with tax professionals

Most accountants and CPAs are so overworked, understaffed, and overwhelmed during tax season that they end up racing against the clock every year to prepare their clients' returns on time. This means they aren't spending the extra time to unearth the hidden opportunities and loopholes that are critical for lower tax payments.

Many tax professionals adopt a reactive approach when advising dental practice owners on money-saving tax opportunities. This approach can lead to overpayment on your taxes—sometimes significantly—and it can continue occurring for years...because how would you ever know that you could be paying less?

What you want...and what you could get

In general, dentists and other professionals are just happy to have their taxes done on time and, hopefully, accurately enough to avoid sending up red flags for the IRS.

Want to know what I discovered?

When dentists and other small business owners come to me, I reexamine their past three years of tax returns—and 82 percent of the time, I find a lot of mistakes, missed deductions, overpayments, and red flags that attract audits. These mistakes are all made by ordinary accountants who don't have an intimate understanding of YOUR business.

That means money out of your pocket. Money that you could be putting away for your children's education... money you could spend on family vacations... money you could use for a new house, a new car, or hobbies that you enjoy. Money that gives you the financial security that you deserve. You work hard. You shouldn't pay a single penny more in taxes than what you're legally obliged. The question is...

Is your accountant taking the time and proactive steps to maximize your returns, so you don't end up overpaying on your taxes every year?

Remember: Taxes are one thing, and profits are another. Small business owners nearly always have hidden "holes" in their profit buckets. These holes are where your money is draining away right now—and you need to plug them up to improve your bottom line. Wouldn't you like to increase your take-home profits RIGHT NOW, without a single extra dollar in advertising or an hour's more work?

Want to know what I discovered?

WARNING: Federal and state governments are hurting for cash

The tax authorities have launched an audit blitz on America, the likes of which we've never seen. They're targeting independent, high-income professionals like you, because they're confident that you are not prepared, and not receiving the best tax advice.

Do you have red flags in your tax returns that are putting you at risk for a stressful, drawn-out, expensive audit? There's nothing like a three-month audit of several years' worth of returns to distract you from your practice and strain your family life. Are you SURE your tax returns are accurate enough to avoid triggering an IRS investigation?

Ask yourself these questions...

Incorporations and dissolutions, including extensive analysis of all available options: LLCs, S-Corps, C-Corps, LLPs, partnerships, and sole proprietorships
If the IRS targets you for an audit, are you sure that you'll pass with flying colors?
Are you thrilled with the net profits from your practice? How about the taxes you're paying?
Can you clearly see financial independence in your future? Is your year-to-year progress satisfactory?
When you talk to your accountant or CPA, are you getting his or her full attention? Does your tax professional really understand YOUR business? Does the advice you're receiving increase your profits and reduce your taxes?

If you answered NO to any of these questions, then listen up—I'm about to share a very important offer that can help you keep a lot more money in your pocket, and out of the government's purse.

Who are you, anyway?

You may be asking yourself why you should even listen to me about your taxes. My name is Sushil Kumar, CPA, MBA, CGMA. I've been helping New York City small business owners plan intelligently to legally reduce their taxes for more than 10 years. I specialize in helping dentists, independent professionals, and small business owners to:

Get out from under the government's radar
Improve profits and increase take-home pay
Reduce taxes
Create more value for their businesses
When you talk to your accountant or CPA, are you getting his or her full attention? Does your tax professional really understand YOUR business? Does the advice you're receiving increase your profits and reduce your taxes?

Why is this important?

Your accountant or CPA should be one of the most valuable resources on your business team—someone who is a strategic partner for your practice. You need an expert in business, profit maximization, and tax minimization, not someone who simply prepares taxes for you every year and considers you as "just another client."

I understand the complexities of tax laws (especially in New York) and the nuances of your business. But more than that, I will be your ally, coaching you to help keep more of what you earn, day by day. I don't just fill out the forms and deliver the bad news about what you have to pay—I work with you all year long. When handling accounting and tax matters for clients, my firm takes a proactive approach, instead of a reactive, after-the-fact approach. My clients count me as a friend and a valued partner. I look forward to joining your team!

7 reasons that business and health professionals choose Trinity Tax & Financial Solutions...

1. Fast, accurate financial statements. We'll generate your Profit and Loss (P&L) statement quickly, honestly, and accurately, allowing you to instantly analyze your practice using numbers you can trust. We'll be able to immediately spot potential problems before they can become crises. We can also identify potentially profitable trends that your practice should exploit, and recognize areas of improvement that you need to act on to grow your practice and gain more patients.

2. QuickBooks Health Checks. Learn how to effectively use the most popular accounting software from our in-house QuickBooks experts. Our regular financial health checks ensure the integrity of the data and financial reports generated through the software—a critical factor in reducing mistakes that can cost you money and time in reconciliation.

3. Quarterly financial and tax stewardship meetings. Get informed about how you should handle things now, when problems are small and opportunities are large. We'll give you a briefing in plain English on how to save money and make more money. You'll gain confidence by having a financial sounding board to review your key financial indicators, and receive expert advice on uncovering potential hidden goldmines in your practice.

4. Precise tax preparation, completed on time. Your tax forms and worksheets will always be submitted on time, avoiding all late penalties and fees. A team of experienced tax professionals will handle your information with meticulous care—ensuring that every "i" is dotted and every "t" crossed. We'll also review your taxes several times for accuracy and completeness.

5. Money-saving, personalized tax planning. Saving you money on your taxes is our highest priority. We recognize that your financial situation is unique, and that you require a personal solution to take advantage of the maximum amount of legal write-offs. With our services, you can expect to pay less in taxes and enjoy larger refund checks, as a result of our diligent, year-round management of your tax-related finances. In fact, you'll receive consultations for any major transactions that may trigger significant tax liabilities. Our in-the-trenches experience with the IRS gives you access to dozens of tips, tricks, and techniques to lower your taxes.

6. Audit insurance. What happens if your tax preparer makes a mistake that could incur penalties or interest? Suppose the IRS audits you? What if you're not satisfied with the way your return was prepared? Though the chances are extremely remote, our audit insurance provides you with skilled representation before taxing authorities if we ever make a mistake on your taxes—without costing you a dime. More importantly, you'll enjoy complete peace of mind knowing that you'll NEVER have to deal with the IRS alone.

7. 100% ironclad money-back guarantee. Your satisfaction is assured through our no-risk, you-can't-lose, no-questions-asked, 100% money-back guarantee. If you feel that our accounting professionals aren't bending over backwards to help you, or if you're not satisfied with our efforts to help you deal with the IRS, we want to give you your money back...period! There will be no hard feelings, and you won't have to ask twice.