AE Tax Advisors

I own two veterinary clinics in the Raleigh area and my old CPA had both structured as a single partnership. AE Tax Advisors showed me that was costing me money in at least three ways.

First, they restructured the entities so each clinic is an S-Corp under a holding company. This optimized self-employment taxes and created better liability protection between the two locations. Second, they identified over $200,000 in diagnostic equipment -- digital X-ray machines, ultrasound units, dental stations, surgical instruments, and lab equipment -- that qualified for accelerated depreciation but had been placed on standard depreciation schedules by my old CPA.

Third, they set up a profit sharing plan with a 401k component that allows me and my associate veterinarians to defer significantly more income than the SIMPLE IRA my old CPA had put in place. The contribution limits are dramatically higher and the plan design gives me flexibility to maximize my own contributions while providing meaningful benefits to my team.

Combined savings: $71,000 in year one. The team took the time to understand the veterinary industry, including the specific equipment categories, the regulatory requirements, and how practice revenue typically flows. They were not learning on the job -- they came prepared.

The whole process from initial consultation to full implementation took about six weeks. They coordinated with my attorney, bookkeeper, and payroll company so I did not have to manage any of the moving pieces.

If you are a veterinary practice owner, AE Tax Advisors is the team to call. The savings are real and the process is painless.