Individual Tax Preparation

Individual Tax Services for Veterinary Practice Owners

Where Your Practice, Real Estate, and Personal Finances Converge

As a veterinary practice owner, your personal financial life is closely tied to your business. The practice, your real estate, and your household all connect into one financial ecosystem. The tax strategy that supports it must reflect that reality. Our role is to help you make decisions that optimize your entire financial picture, not just one part of it.

Explore Our Approach
Explore Our ApproachExplore Our Approach
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A Holistic Approach to Tax Planning

We go beyond preparing returns. We design proactive strategies that align your practice's financial results, real estate holdings, and personal goals so that every decision you make moves you toward the future you want.

Our Team helps you:

Coordinate business income, S-Corp wages, and distributions to balance tax efficiency with reserves, retirement, and loan objectives.

Plan around family goals such as education, savings, and legacy within your annual and long-term tax outlook.

Integrate real estate ownership, lease structures, and depreciation planning for long-term equity and cash flow.

The result is a coordinated plan where your business success translates into personal financial freedom.

Basic

Advisory

Strategic

  • Titles
    Basic
    Advisory
    Strategic
    Ideal For
    Low cost, Numbers on forms
    High quality at a reasonable price
    Optimization, VIP Service
    Foundational Package Cost
    $800 to $3,500
    $2,200 to $6,800
    $5,600 to $10,000
    Out of Scope Rates
    Full
    Full
    Discountend
    Current Number of Packages
    400
    150
    20
  • Titles

    Basic

    Advisory

    Strategic

    Reoccurring Information Request List
    PracticeDen Team Gathers Available Information
    Cut off Date for Information
    45 Days Prior to Due Date
    25 Days Prior to Due Date
    10 Days Prior to Due Date
  • Titles

    Basic

    Advisory

    Strategic

    Federal Income Tax Entity Filings
    State Income Tax Entity Filings
    Itemized vs. Standard Deduction Maximization
    Reasonable Inquires of Information that Appears Incorrect, Incomplete, or Inconsistent
    Compliance Season Kick-Off Meeting
    Income Tax Notice Response and Audit Protection
    Optional
    Included
  • Titles

    Basic

    Advisory

    Strategic

    Strategy Meetings
    One per year
    Four per year
    Proactive Communication of Tax Strategies
    Individual Taxable Income Estimates
    One per year
    Four per year
    Estimated Tax Prior Year Safe Harbor Calculation
    Estimated Tax Current Year Safe Harbor Calculation
    Upon Request
    System-generated Estimated Tax Reminders
    Personalized Estimated Tax Reminders
  • Titles

    Basic

    Advisory

    Strategic

    Tax Return Delivery Timing
    No priority
    Standard
    High priority
    Extension
    Firm discretion
    Client discretion
    Client discretion
    Delivery Method
    SafeSend
    SafeSend
    SafeSend
    Electronic Signature & Filing
    Signer of Tax Return
    Qualified team member
    Manager
    Partner
    Custom Delivery Message
    Tax Return Review Video
    Tax Return Review Meeting
  • Titles

    Basic

    Advisory

    Strategic

    Portal Communications
    Email Access
    Shared inbox
    Shared inbox
    Dedicated team member
    Zoom
    Phone
    Phone tree
    Dedicated team member
    Text
    Group
    Dedicated team member
    Response Time
    < 72 hours
    < 36 hours
    < 12 hours
    Offshore Team Support
    Required
    Required
    Optional
    Available Hours
    Mon-Thu, 9am-3pm PST/12pm-6pm EST
    Mon-Thu, 7am-6pm PST/10am-9pm EST
    Extended hours for urgent needs
    Billing Method
    Pre-billed annually
    In stages
    In stages
  • Titles

    Basic

    Advisory

    Strategic

    Expedited New Client Onboarding
    PracticeDen Swag
    Invite to Dean in the Den Sessions
    Sponsored membership to PracticePack
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Built for Veterinary Entrepreneurs

You are not just a taxpayer. You are a clinician, an employer, and an investor. We understand that your income flows from multiple sources and that every move has both tax and lifestyle implications. Our approach is designed specifically for the financial rhythm of independent veterinary owners.

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Let's Build Your Complete Financial Picture

Your practice exists to serve others. Your financial plan should serve you. We help veterinary owners connect the dots between business growth, real estate, and household wealth through one integrated strategy at a time.

Why they choose us

Testimonials

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"We hired PracticeDen prior to completion of our practice sale. It was great to be able to start out on the right foot and ask questions prior to day 1. He was able to handle both our personal and business taxes and answered endless questions we had as first-time practice owners. Going into this without ownership experience has been scary, but we always know who to ask questions to... Accounting is one of our bigger expenses, but we know we are doing things correctly and it takes a big mountain of worry off our shoulders knowing it is prioritized. Worth every penny!"

— Ms. Frances & Dr. Scott Hoffman

Owners and DVM, Gig Harbor Veterinary Hospital

89%

of customers recommend PracticeDen

"My business partner and I hired PracticeDen in 2014 following the retirement of our accountant at the time. Dean was not only knowledgeable about the needs of our business, but also the best communicator. We received timely and accurate reports including valuable information on key performance indicators. My partner and I were so impressed with Dean that when the time came to sell our practice, we hired him to mediate offers from prospective buyers. Now that I am retired, Dean and his team continue to take care of my personal tax needs even though I live in a different state."

— Dr. Susan R. Zakos

DVM, former owner of Diamond Veterinary Hospital

89%

of customers recommend PracticeDen

"We needed a new bookkeeper and accountant and PracticeDen provided both services which made things flow. It has made our lives much easier. I like that we can contact our bookkeeper anytime during regular working hours and get a reply quite promptly. I am glad we found PracticeDen since they are familiar with the veterinary field and they are professional and competent, which alleviates my concerns and allows me to spend more time with my patients."

— Dr. Swaran Dhaliwal

DVM and Owner, Orcas Veterinary Services

89%

of customers recommend PracticeDen

FAQs

Yes, we’re here if questions come up later.  If a notice is generated due our work product we resolve it at no charge. All clients receive IRS notice and audit support, with the level of help depending on your package. Basic clients receive general guidance for additional costs, Advisory clients can opt for additional support, and Strategic clients enjoy full audit and notice protection for complete peace of mind.

Ideally we have a direct connection with them to collaborate on your financial goals. In our best relationships we have authorization to speak with them on your behalf to help with current cash flow, tax planning, risk management, and long-term goals.

Of course! The more advanced notice the better. Let us know when major life events are on the horizon or unexpectedly happened so we help you. We are here to shoulder your stress, save you money, and protect your time.

Each year, we’ll run the numbers for both itemizing and the standard deduction, then guide you toward the option that saves you the most.

Yes. We can forecast your personal and business income to show how your taxes may change as your income grows, helping you plan ahead with confidence.

Depending on the scope and desired service we've created three tiers that are in alignment with the entities and individuals. We do our best to give fixed fee pricing with scope limitations. There are instances that don't quite fit into a fixed fee box, so we do have situations where we use hours and rates, but we try to avoid this...

We conduct all meetings virtually to best serve clients in many states. As a tech-forward firm. we make sure your experience is convenient, secure, and easy to navigate.

We like to have a little fun, but we take our responsibilities seriously. We are authentic in our transparent communications. Our goal is to keep things clear, calm, and maybe even a little enjoyable along the way.

Yes! We can review your prior two tax returns to identify any missed opportunities and determine whether filing an amendment would be beneficial.

Our level of communication depends on the package you choose. We offer a high touch option where we stay connected all year long through schedule check-ins, email updates, and messages in your secure client portal. In our lowest level the communication is limited.

Still have a question?

Can’t find the answer to your question? Send us an email and we’ll get back to you as soon as possible.

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