Understanding Dental Practice Overhead: A Guide for Dentists
Running a successful dental practice isn’t just about delivering great care — it’s about managing the financial health of your business. One of the most important metrics to track and understand is… Continue On +
Unclaimed Patient Refunds
Around this time of year, Fluence sends out a letter about submitting unclaimed patient refunds older than three years to the state’s Unclaimed Property division. Along with a formal letter describing the… Continue On +
FinCEN Lifts Beneficial Ownership Reporting Requirement for U.S. Companies
The Financial Crimes Enforcement Network (FinCEN) announced that U.S. companies no longer need to file Beneficial Ownership Information (BOI) reports under the Corporate Transparency Act. This reporting rule took effect in 2024… Continue On +
Auto Log and Meals and Entertainment
Here are two important letters: the Auto Letter and the Travel, Meals, and Entertainment Letter. These letters provide helpful information regarding the proper documentation and substantiation of these business-related expenses, as well… Continue On +
New Voluntary Self-Identification Form for Oregon Taxpayers
Beginning with the 2025 filing season, tax practitioners are obliged to inform Oregon taxpayers (including non-residents who file an Oregon tax return) of a new form, Form OR-VSI. Please see below for… Continue On +
Fluence LLC Introduces SafeSend Returns® for Tax Return Delivery
We are pleased to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of… Continue On +
The Importance of Small Businesses Keeping Good Records for the IRS on Mileage, Meals, and Travel
When running a small business, maintaining meticulous records isn’t just advisable; it’s essential, especially when it comes to dealings with the IRS. Specifically, keeping detailed records of mileage, meals, and travel can… Continue On +
Recharging Your Practice for 2025: A Fresh Start for Growth and Success
The new year is a time for reflection, goal setting, and renewal—and as a dentist, it’s also a chance to rejuvenate your practice and professional outlook. The fast-paced changes in technology, patient… Continue On +
SafeSend One Client Portal
We are pleased to offer our clients the SafeSend One Client Portal as a way for you to keep your tax documents, and manage any action items, all in a central location.… Continue On +
Update On Corporate Transparency Act and FinCEN’s BOI Reporting- Feeling Confused on What You Are Required to Do? So Are We!
There have been several developments since our last blog on December 13th, 2024, https://www.fluenceportland.com/consulting/corporate-transparency-act-cta-and-fincens-boi-reporting. On December 23rd, 2024, the Fifth Circuit Court of appeals ruled in favor of the Justice Department lifting… Continue On +
Announcing SafeSend
We are very excited to announce our new client portal and delivery system, SafeSend! SafeSend is a secure, easy to use system that will improve your online experience with our firm. We… Continue On +
Corporate Transparency Act (CTA) and FinCEN’s BOI Reporting
There have been several recent developments surrounding the CTA and BOI reporting that we recently released a blog about – https://www.fluenceportland.com/consulting/potential-action-item-business-ownership-information-boi-filing. Since the release of that blog a Texas federal court TEMPORAILY… Continue On +