Get in touch
Talk to an advisor who only works with practices
Ask about a program, request the free review of your last two returns, or just describe what is going on and we will tell you whether we can help. No pressure, and an honest answer if we are not the right fit.
Send us a message
Required fields are marked with an asterisk. Everything else helps us give you a more useful first answer.
Reach us directly
- Phone. (844) 552-7100 — ask for accounting and tax
- Email. info@klassolutions.com
- Office. 1 Martin Woods Way, Fountain Inn, SC 29644
- Service area. Practice owners across the United States. Everything runs remotely.
Please do not attach tax documents to this form.
Submit the form and we will send you a secure upload link for returns, financial statements, and anything else sensitive. Never email protected health information.
What to send for a free review
- Your last two filed business tax returns
- The matching personal return for each year
- A current-year profit and loss, if you have one handy
- A sentence or two about your clinical schedule and whether you own the building
What happens next
Four steps, about five business days
A licensed advisor does the work, not software...
and there is a written document at the end of it.
You send the documents
About ten minutes of your time, through the secure link we send back after you submit the form.
We confirm scope
A short intake covering collections, entity type, state, number of owners, and whether you own the building. This tells us where to look first.
An advisor reviews
Nine review points covering entity structure, owner compensation, retirement design, depreciation elections, real estate, missed credits, owner expenses, accounting method, and multi-year consistency.
You receive the memo
A written summary: what we would have done differently, what looks correct, and an estimated dollar range. A twenty-minute call to walk through it is optional.
Fit
Who the review is built for
It is most valuable when there is something structural to find. If none of the following describes you, a short call is probably a better use of your time than a document review, and we will say so.
- Practice owners netting $400,000 or more who have never had a return reviewed by an outside party
- Owners who added a location, a partner, an associate, or a building in the last three years
- Anyone who filed as a sole proprietor or single-member LLC last year
- Owners within five years of selling, where structure decisions now change the number at closing
Looking for something else?
- Selling or buying a practice. KLAS Practice Transitions (opens in new tab) handles valuation, listings, and closing.
- Growth, team, and case acceptance. KLAS Dental Coaching (opens in new tab).
- Physician-owned practices. KLAS Healthcare Coaching (opens in new tab).
- Everything under one roof. KLAS Solutions (opens in new tab).
Before you write in
Contact questions
How quickly will someone get back to me?
Within one business day. If you would rather not wait, call (844) 552-7100 and ask for the accounting and tax division.
How do I send you my tax returns securely?
Do not attach them to this form or to an email. Submit the form first and we will reply with a secure upload link. That keeps your returns, financial statements, and anything else sensitive out of ordinary email.
Is the review really free, and what is the catch?
It is free and there is no obligation. You keep the written findings whether or not you ever work with us. The reason we offer it is straightforward: it is the most honest way to show a practice owner what proactive planning would be worth, and it filters out the practices we are not the right fit for before anyone commits.
What if I am happy with my current accountant?
Then the review is still worth ten minutes. If the memo comes back thin, you have independent confirmation that your advisor is doing the job well, which is genuinely useful information. We are not going to tell you your accountant is bad at their job. Most of the time they are doing exactly what they were hired to do.
Do you have capacity right now?
We review a limited number of returns each month so every memo gets real advisor time. If we are at capacity when you write in, we will tell you when we can start rather than rushing the work.