Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by receiving personalized, quality service that is beyond comparison. Below we have listed the services we offer to our clients, along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Consulting Services
  • Management Advisory Services
  • Fee Schedule Evaluation
  • Accounts Receivable Control
  • Practice Expansion
  • New Practice Start-up
  • Insurance Evaluations
  • Staff Evaluations
  • Financial Controls
  • Financial Statements
  • Payroll Services
  • Business Entity Selection
  • Business Succession Planning
  • Tax Planning
  • Tax Preparation
  • Estate & Trust Tax Preparation
  • IRS Representation
  • Financial Planning
  • Retirement Planning
  • Pension & Profit Sharing Plans
  • Investment Review
  • Privacy Notice

    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

    *Type of entity selection

    *Business valuations

    *Buying/selling a business

    *Computer systems for patient financial activity

    *Financial & retirement decisions

    *Estate, trust & gift planning

    *Expense analysis & control

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    Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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    Fee Schedule Evaluation
    Type your description for your custom service here.

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    Accounts Receivable Control
    Monitoring of accounts receivable is a key to your practice's success. We will work with your staff to evaluate problems and recommend action plans for collection optimization.

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    Practice Expansion
    Do you have a need to bring a new doctor into your practice? We can help you structure an agreement that is reasonable for all parties.

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    New Practice Start-up
    Just starting out? Let MDM help you make the best decisions for your furture. Discard the trial and error approach. Let us guide you through the steps to enable your practice to become profitable as quickly as possible.

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    Insurance Evaluations
    We will review all of your insurance needs: Life, Disability, Business,Health. Do you have adequate insurance? Do you have the right type? Do you have the right combination? We do not sell insurance. We can give you an honest and objective answer.

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    Staff Evaluations
    A systematic and perodic evaluation of your staff can help relieve the stress of staff management.

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    Financial Controls
    Type your description for your custom service here.

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    Financial Statements
    We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management in making financial decisions.

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    Payroll Services
    As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in payroll calcualtions and if you desire, we can prepare your payroll for you. Our firm can prepare all necessary payroll tax returns in a timely manner.

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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Business Succession Planning
    Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing and implementing a strategically sound plan.

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    Tax Planning
    Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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    Tax Preparation
    Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts,and estates.

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    Estate & Trust Tax Preparation
    We are not lawyers. We do,however, work with your attorneys to create estate documents necessary for the orderly transfer of assets to your beneficiaries,to provide security for your surviving spouse, and to reduce or eliminate the tax due on the transfer of your business or personal assets. For business owners, providing for business continuity and succession of ownership is essential. We help work you through the complex process of putting your financial affairs in order. The preparation of the 706 and 709 forms for filing is just one of our services.

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    IRS Representation
    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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    Financial Planning
    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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    Retirement Planning
    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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    Pension & Profit Sharing Plans
    Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. We will also act as your agent for administrative matters(plan accounting , summary annual reports, allocations and participant reports, and form 5500 preparation).

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    Investment Review
    As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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    Privacy Notice
    The Following is the privacy policy of Medical Dental Management Inc.

    Information we collect

    Inconnection with serving you, MDM may collect nonpublic,private personal information about you, including but not limited to your name, address, social security number, financial and medical information that you provide to us or give authorization to collect for the process of completing our services.

    What information we disclose.

    It is the policy of Medical Dental Management Inc. to keep all information strictly and completely confidential. We do not disclose or release any information whatsoever to anyone or any source except as requested by the client directly or as required by law after being served proper notice by the requesting authority. This has always been the policy of Medical Dental Management Inc. and will remain so.

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