What Dentists Need to Know About the HIPAA Windows 10 Update
In today’s increasing digital dental landscape, safeguarding patient information is not just good practice, it’s the law. As dental professionals, we are entrusted with sensitive data protected by the Health Insurance Portability… Continue On +
Taxes and Due Dates
Juggling taxes and due dates is difficult while trying to run a business. Now that the stress of second quarter taxes has passed, there are a couple of things that you can… Continue On +
Avoiding Audit Nightmares
Taxes are a complex subject, and they occur at every level of government (federal, state and local). As a business owner, it is essential to comply with tax laws. Sometimes, despite your… Continue On +
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 +