Tax & Accounting

If the words "tax" and "accounting" make you want to rinse and spit, we understand. That's why we're here. Your Coleman & Ureda team, made up of the firm's two principals, a client manager, and a client service accountant, is here to make tax and accounting a little less painful for you.

At Coleman & Ureda, we make tax and accounting understandable by providing you with monthly financial statements and graphs that let you know exactly where you stand. We can help you understand how the numbers relate to revenue and overhead control—so that you can focus on your patients. Our annual "State of the Practice" analysis and benchmarks help to uncover inefficiencies and anomalies that affect practice profitability. And to make sure there are no surprises at tax time, we begin giving you tax projections early in the summer of each year. As a client, you'll receive our proactive, confidential support on all of the financial matters that come up in your practice.

Additionally, because your office building is one of your most important assets, we work with the engineers at Ernst Consulting Group to perform cost segregation studies. A cost segregation study thoroughly analyzes a building's components in order to segregate personal property from real property; the result of such a study is to provide the dentist with the documentation needed to capture or recoup substantial tax and cash flow benefits.

At the heart of our tax and accounting services is our commitment to understanding who you are—your vision, direction, and philosophy—so that we can help you achieve your goals.