In this case study, we will delve into the world of Employee Retention Credit (ERC) for dental offices and explore how TaxRx Group, the healthcare specialists for tax credits, helped Dr. B, a fictional dentist, leverage this powerful tax incentive. By understanding the technical aspects of ERC application and aligning it with the unique requirements of dental offices, TaxRx Group unlocked substantial tax savings and financial benefits for Dr. B’s practice.

What is ERC and Why is it Important for Dental Offices?

The Employee Retention Credit (ERC) is a federal tax incentive established under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. It aims to support businesses affected by the COVID-19 pandemic by giving them a refundable tax credit. The ERC offers dental offices a valuable opportunity to alleviate financial strain and retain valuable employees.

The ERC is particularly important for dental offices due to the nature of their business operations, which were significantly impacted by the pandemic. By leveraging this credit, dental offices can allocate resources toward practice improvements, equipment upgrades, staff training, and other crucial investments.

Where Can Dental Offices Find Information on ERC?

Dental office owners and practitioners seeking information about ERC can refer to authoritative sources such as the Internal Revenue Service (IRS) and their official publications. Specifically, dental offices can consult IRS Publication 5419, “New Employer Tax Credits,” and IRS Notice 2021-20, “Guidance on the Employee Retention Credit under Section 2301 of the CARES Act.”

These resources provide comprehensive guidance on ERC eligibility, qualified wages, calculating the credit, and other essential aspects specific to dental offices.

Learn more about ERC here:

How Can Dental Offices Apply ERC: A Case Study on Dr. B’s Practice

Dr. B, a dedicated dentist running a thriving dental office, approached TaxRx Group for assistance in maximizing the benefits of ERC. By analyzing the practice’s financials and considering the specific requirements of dental offices, TaxRx Group developed a tailored strategy to apply the ERC effectively.

Throughout the year 2020, Dr. B’s dental office had the following qualifying wages:


Quarter Qualifying Wages Estimated Credit
Q1 $25,607 $12,803
Q2 $40,914 $20,457
Q3 $45,890 $22,945
Q4 $3,562 $1,781
Total $115,973 $57,987


TaxRx Group meticulously reviewed Dr. B’s payroll records, ensuring compliance with ERC requirements. By accurately calculating the qualified wages and applying the ERC formula based on the applicable tax law, TaxRx Group determined that Dr. B’s practice was eligible for a total estimated credit of $57,987.

Disclaimer: This case study is for informational purposes only and does not constitute legal or tax advice. Each dental office’s circumstances may vary, and it is essential to consult with qualified tax professionals and refer to official tax resources, including IRS publications and notices, to ensure accurate compliance with ERC regulations.


Dr. B’s experience exemplifies the tremendous potential of ERC for dental offices. By partnering with TaxRx Group and leveraging the technical knowledge of tax laws and regulations, Dr. B’s practice unlocked substantial tax savings, which were reinvested in practice improvements and vital areas of growth.

To explore the benefits of Employee Retention Credit for your dental office, reach out to TaxRx Group today. Our team of healthcare specialists for tax credits will provide personalized guidance and help you navigate the complexities of ERC, ensuring maximum tax savings and financial stability for your dental practice.

Learn more about ERC here:


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