Services Offered
Tax Services
Our tax and financial consultants are specialists in planning for the dental professional. This section of our web site addresses the need for proper tax and financial planning.
We at Wiederman & Associates work very hard for our clients making sure that they do not receive an "April surprise" from Uncle Sam. We believe, as all good CPA's should, that tax planning is a year round job. Here is what we do:
• In January, all incorporated doctors are contacted (if needed) and receive a detailed salary schedule for the coming year. We project the expected tax liability, and provide all Federal and State deductions for each paycheck to the doctor. As long as they follow the schedule, they will be close to paying what they owe for the year.
• For our unincorporated doctors, we set quarterly estimated tax payments in April for the coming year. In June and September, the dates that the second and third estimated tax payments are due, we project how each client is doing and discuss with the client whether they should make the regularly scheduled payment, increase or decrease payment accordingly.
• Finally, we will prepare your tax return using the latest state of the art tax preparation software. We are in close contact with our clients while preparing their return, and because of our familiarity with the dental profession, we know what questions to ask, which many times will provide a client with additional tax deductions he or she did not know were available. We also electronically file the individual tax returns, we prepare which expedites the receipt of your refund.
Accounting Services
Wiederman & Associates provides traditional CPA services for your dental practice including bank reconciliation, preparation of Federal and State payroll tax returns, preparation of workers compensation reports and property tax statements.
In addition, if you are currently doing your own accounting, our experienced staff has vast experience using the popular computer programs Quicken and Quick Books. We have assisted many clients in setting up and using these programs. We also assist clients who do their own payroll, and deal with the IRS and other taxing authorities if there are problems.
We feel that we have an accounting staff that is second to none, and you can feel comfortable that your accounting will be taken care of accurately and timely with our firm. If you have any questions about our accounting services please feel free to contact us at 714.259.0505.
Financial Planning
Services
Are you aware that only three percent of all dentists practicing in this country will have the financial ability to retire? The saddest part about that statistic is that most dentists earn enough over their lifetimes to be able to save for retirement. One of our missions at Wiederman & Associates is to help our clients meet their personal and business financial goals.
We have helped hundreds of dentists plan for retirement, save for their children's college education, determine the proper levels of life and disability insurance, plan their estates, and work on personal budgeting.
We work with some of the premier attorneys, investment and insurance counselors in the United States to help our clients meet their personal and business financial goals.
Copyright © 2007 Wiederman & Associates