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 +
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 +
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 +
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 +
Downtown Business Incentive Credit **update**
As you’ll recall from the Fluence blog sent in late 2023, the City of Portland released its “Downtown Business Incentive” (DBI) credit program, which is a temporary non-refundable credit program to incentivize… 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 +
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 +
OHA Cyber Insurance
You could be at risk if you see patients with Delta/Moda coverage The Oregon Health Authority (OHA) has recently come out with new requirements for dental practices that see patients with Oregon… Continue On +