Free tax return review for practice owners — no cost, no obligation

The guide library

Ten guides we wrote for practice owners

Worksheets, benchmark tables, and decision grids drawn from the work we do for clients every quarter. No gated webinar, no drip sequence, no sales deck. 65 pages, all free, and yours in one download.

Why we give these away

Every one of these started as a question a client asked us

A dentist asks what their scanner really costs after tax. Another asks whether their salary split would survive scrutiny. A third asks why they are busier than last year and taking home less. We wrote the answer down properly, once, and now we hand it over. If a guide saves you a phone call, good. If it prompts one, better.

What is inside

The complete library

Ten guides, 65 pages. Each one is a working document with worksheets and tables, not a brochure.

  1. Working checklist

    The 41 Deductions Dental Practices Miss

    A working checklist of 41 legitimate deductions available to a dental practice, organised across clinical operations, facility, payroll, owner expenses, and growth. Most owners who go through it honestly find between eight and twenty items they are not currently claiming.

    8 pages Best for: Any owner who suspects they are paying more than they should

  2. Free service brief

    The Second Opinion

    What the free return review actually covers: the nine points a KLAS advisor works through on your last two returns, the four-step process, and what lands in your inbox on day five. It also says plainly who the review is not built for.

    5 pages Best for: Owners who have never had a return reviewed by an outside party

  3. Owner compensation worksheet

    Are You Paying Yourself the Wrong Way?

    How the salary and distribution split works for an S Corporation owner, and a five-step method for building a defensible reasonable-compensation figure from your actual clinical schedule. Includes a fill-in worksheet and the cases where the election is not worth making yet.

    6 pages Best for: S Corp owners, and anyone weighing the election

  4. Decision guide

    LLC, S Corp, or PLLC?

    How each structure is taxed, where each one fits, and the income thresholds where the right answer changes. Covers the four trigger events that demand a review and why the costliest problems are usually right choices nobody revisited.

    6 pages Best for: Owners whose entity was set up before the practice had revenue

  5. Benchmark guide

    Busy Is Not the Same as Profitable

    The overhead ranges a healthy practice runs, category by category, as percentages of collections rather than production. Includes a twelve-month scoring worksheet and what to check before you react to a number that comes back red.

    6 pages Best for: Owners who are busy but cannot see where the money goes

  6. Year-end playbook

    12 Moves to Make Before December 31

    Twelve year-end moves ordered by deadline, from projecting the year before you decide anything through to confirming quarterly estimates on January 15. It also covers the three things not to do in the last weeks of December.

    6 pages Best for: Anyone reading this before December

  7. Equipment decision guide

    Should You Buy It This Year?

    What a $120,000 scanner actually costs after tax, how Section 179, bonus depreciation, and the standard schedule compare across years, and when waiting until January is worth more than the deduction. Includes a purchase decision worksheet.

    7 pages Best for: Owners with a quote on the desk

  8. New owner setup kit

    Your First 90 Days of Practice Finances

    The banking, bookkeeping, payroll, and tax setup we build for every new practice owner, sequenced across the first ninety days. Includes the four accounts a practice should run and the five filings new owners most commonly miss.

    8 pages Best for: Owners who just bought or just opened

  9. Monthly scorecard

    The Nine Numbers to Check Every Month

    The nine numbers worth reviewing on the first business day of every month, how to calculate each one, and the healthy target for each. Includes a twelve-month tracking grid and five habits that stop the review from quietly lapsing.

    7 pages Best for: Owners who currently check the bank balance and call it a review

  10. Seller and buyer briefing

    The Tax Decisions That Cost Sellers Six Figures

    How purchase price allocation, sale structure, and payment timing decide what a seller actually keeps at closing. Covers asset versus equity sales, why C Corporation sellers have to plan years ahead, and the four questions to ask before signing anything.

    6 pages Best for: Anyone within five years of an exit, and buyers too

Download all ten free

Free download

Get the whole library in one go

One form, one archive, all ten guides. We will email the links as well, so you keep them after you close the tab.

10

Guides

65

Pages

$0

Cost

  • Every worksheet and benchmark table, print-ready
  • One archive, plus individual links if you only want a few
  • Links emailed to you as well, and they do not expire
  • One follow-up email. The newsletter is opt-in only.
  • We never sell your information

Where should we send it?

All four fields are required. Takes about twenty seconds.

All four fields are required. We send the library immediately, plus one email about what we found useful. No spam, and we never sell your information. Questions first? Call (844) 552-7100.

Before you download

Fair questions about the form

Is the library really free?

Yes. All ten guides, no cost, no trial, no credit card. We ask for your name, practice name, email, and phone so we know who we are talking to and can follow up once if something in the guides looks relevant to your situation.

Why do you need my phone number?

Because the most useful thing that comes out of these guides is usually a five-minute conversation, not a download. If you would rather we did not call, say so in the follow-up email and we will keep it to email only. We do not pass your number to anyone else.

Will I be added to a mailing list?

Only if you tick the box. The library and one follow-up email are sent either way. The newsletter is opt-in, and unsubscribing takes one click.

Do I have to download all ten?

No. After you submit the form you get one archive with everything plus individual links for each guide, so you can take only what is useful. The same links arrive by email so you can come back later.

Are these specific to dentistry?

Most of the examples are dental, because that is the largest part of our practice. The structural material on entity choice, owner compensation, equipment timing, year-end planning, and sale allocation applies to any owner-operated healthcare practice. The overhead benchmarks are the one place where the numbers are genuinely dental-specific.

How current is the material?

The planning principles are stable, but figures tied to legislation move. Bonus depreciation percentages and contribution limits in particular have changed repeatedly, so confirm the current year figure before you plan around it. If anything in a guide looks out of date, tell us and we will send the revision.

Would you rather we just ran your numbers?

The guides are the do-it-yourself version. If you would rather hand it over, send us your last two returns and we will tell you in writing what we would have done differently. Free, and the findings are yours either way.

987 KB archive • prefer email? info@klassolutions.com

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