Accounting and Financial

Accounting Services | Financial Planning | Mergers & Acquisitions | Practice Transitions | Practice ValuationTax Planning, Strategy & Preparation

Accounting Services

Let us take care of the accounting so you can focus on surgery. We offer healthcare accounting best practices, with an eye toward lowering your business’s tax burden. Our accounting team can also generate financial reports that are easy to understand and make it clear where money is coming from and going to.

Financial Planning

Sound financial planning is the foundation of your practice’s future. Our experts can work with you to build a plan that helps you reach your goals and manage risk. OMS Consulting Firm also specializes in managing retirement plans for you and your employees.

Mergers & Acquisitions

Practice mergers and acquisitions are complicated and labor-intensive. Let us use our in-depth assessment tool to manage the preparation, implementation, and evaluation of your OMS merger or acquisition. We’ll work with you and your team to ensure a smooth and productive transition, avoiding the typical pitfalls and hassles along the way.

Practice Transition

Want to sell your OMS practice? We can help you develop a strategy to get the best price possible and then manage the appraisal, negotiation, sales, and transition processes.

Practice Valuation

You may need a valuation of your oral and maxillofacial surgery practice for a specific event or to get an update on your OMS practice’s value. Either way, we can help. Our team will perform the necessary calculations to ensure you get an accurate valuation.

Tax Planning, Strategy, & Preparation

Our team can advise you and implement the steps needed to save you money and minimize your tax burden. We are experienced in OMS practice financials and know how to make sure your practice is structured to maximize income. We can support you during tax season and throughout the year through:

  • Tax planning for you and your business
  • Tax preparation for you and your business
  • Payroll tax preparation
  • Retirement plan services
  • Bookkeeping and reporting
  • IRS representation