Jim Alley - JBA CPA, LLC
Our advisory approach and responsive service set us apart and provide your practice with tailored strategies for financial well-being and plans to reduce the tax burden year over year. Transferring knowledge to our clients creates an environment where we all ask better questions and get better results.
Tax Strategies for Practice Owners
There’s nothing better than feeling informed and in control of the financial side of your practice. That feeling comes from having a CPA advisor to help sharpen the focus on your business goals, build your financial acumen, set up an accounting system that produces insightful reports, and craft a tax strategy. As your practice grows, taxes will likely be your largest expense each year. Personalized advice from JBA CPA helps you reduce your tax expense and put more cash in your pocket, which makes every dentist smile.
CPA Services for Medical Arts:
Practice Acquisition
By putting together a valuation report and five-year cash flow projection, we let buyers know exactly what they are getting and how their tax situation will be impacted. We work hand-in-hand with your Attorney and your Banker to close the acquisition smoothly.
Tax Compliance
We can complete and file your individual and business tax returns, including estimated tax payments for the subsequent year, responses to general notices, and tax questions during the year.
Tax Compliance & Strategy
Ensuring your business adheres to tax laws while maximizing benefits. Navigate the complexities of tax regulations with strategic guidance tailored to your unique needs.
Business Valuation
Comprehensive Business Valuation services – accurately determining the value of your business using industry-leading methods. Understand your company's worth for mergers, acquisitions, or strategic planning.
Benchmarking
We have the resources to compare your practice’s financials to others in the area to analyze your performance.
Accounting Services
We use cloud-based accounting systems to provide up-to-date financial information that’s accessible anytime, anywhere.
Tax Strategy
We put together a customized strategy with your input and update it continually. Your tax strategies can include retirement plans, organization structure work, entity selection, depreciation planning, and buy/sell analysis. Our plans are designed to work with other service providers for other more complex planning or financial management.
Schedule a free 45-minute discovery meeting and allow us to determine if there are tax savings available from your prior year's tax returns.
Jim Alley - JBA CPA, LLC
Jim specializes in helping Dentists meet their personal and practice financial goals. He is the owner of JBA CPA, LLC, serving clients in Northern Virginia and across the U.S. for over 20 years. Jim focuses on helping business owners maximize their profits while saving on taxes. Your financial and tax strategy is an ongoing journey; let Jim help you get to the finish line.
What Our clients say
Dr. Badawy
“Jim is a smart, diligent accountant who is thorough and solution-driven. He finds ways to maximize what you keep from your earnings by thinking out of the box and structuring your firm in the most tax-efficient way. I would recommend him to all my dentist friends.”