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Cut Your Practice's 2026 Tax Bill Before December 31
Free for dental practice owners: the Year-End Tax Moves Checklist. 8 moves to review with your CPA before December 31, while there is still time to act.
Every month you wait, fewer of these moves are still available, and the savings shrink with them.
From Natalya Grigoriev, CPA, Certified Tax Coach and Certified Tax Planner.
CUSTOM ACCOUNTING CPA
Year-End Tax Moves Checklist for Dentists
Before December 31, 2026
Tax Planning & Tax Reduction Strategists
What you'll learn in the checklist
A few of the questions the checklist helps you answer before December 31.
Are you paying yourself the right way?
Why the salary you take from your practice matters more at year-end than most owners think.
Moves with a December 31 cutoff
The purchases and payroll decisions that only count for 2026 if they happen before the year closes.
A family-friendly tax saver
A way to involve your kids in the practice that can lower your family's tax bill.
A state election many practices miss
One state-level decision that can reduce your federal tax, if it is made in time.
The details, dental practice examples and the questions to ask your CPA are in the free download.
Why an S corp salary that is too low, or too high, can cost you, and what to check before your final payroll.
Deadline: Before final payrollWhich scanner, CBCT or chair purchases can still count for 2026, and the date that decides it.
Deadline: By December 31Which retirement plan and bonus moves must happen before December 31, and which can wait.
Deadline: By December 31How paying your kids for real work in the practice can lower your family's tax bill, and how to document it.
Deadline: By December 31How a state election, a 2026 projection and a payment by December 31 can cut your federal tax.
Deadline: By December 31A question to ask your CPA for every move, a December timeline and a quick self-score.
Deadline: Inside the PDFCommon questions
Quick answers for practice owners before you download.
Who is this checklist for?
Owners of general dental, orthodontic and oral surgery practices, especially practices with $750K or more in annual revenue and a yearly tax bill above $100K.
Why does December 31 matter so much?
Many tax-saving moves only count for 2026 if they are done before the year ends. After December 31, your CPA can usually only report what already happened.
Is the checklist really free?
Yes. Fill in the short form and we email you the PDF, plus occasional dental tax tips. You can unsubscribe at any time.
Will someone call me?
Only if you ask. After you download, you can book a free 30-minute Year-End Tax Savings Audit with our team.
Who created the checklist?
Natalya Grigoriev, CPA, Certified Tax Coach and Certified Tax Planner, and author of two Amazon books on tax planning. In 2025 our firm found $2,019,302 in legal tax savings for 53 clients. Individual results vary.
Is this tax advice?
No. The checklist is general education. Every practice is different, so review each item with your CPA before acting.
Get your free Year-End Tax Moves Checklist
Fill in the form and we'll send the checklist to your inbox right away.
$2,019,302
in legal tax savings Custom Accounting CPA found for 53 clients in 2025
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Individual results vary.
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