What we do
OrthoBooks is a tax accounting service specifically designed for Medical Sales Representatives.
We meet with you to create a tax saving strategy. Many medical sales representatives are independent contractors subject to federal income tax and self-employment tax. We help you set up a tax structure, so you can minimize both. When Congress passed the Tax Cuts and Jobs Act in December 2017, the potential tax pitfalls and opportunities increased. We stay on top of these tax law changes, so that you get the best possible deal.
We track your expenses throughout the year to maximize deductions. Medical Sales Representatives often have significant expenses for vehicles, meals and entertainment, travel, and home office. Many sales reps (or their tax preparers) are not claiming deductions to which they are entitled. This is largely because they use estimates or standard mileage rates, which are often much less beneficial than actual expenses tracked throughout the year.
We follow up with you periodically during the year to keep you on track. If you have a tax preparer, you likely speak with him or her once a year. But tax questions pop up throughout the year, and you need answers quickly, so you can make the best decision. For example, “If I pay for business meals with a credit card in December, do I get the deduction when I make the charge or when I pay the card?” We are available to address these questions as they come up.
We prepare and file your tax returns. In April, we will file your personal tax return (Form 1040). We also prepare any separate tax returns for your business (such as corporate or partnerships returns). This package of services ensures that you are not leaving money on the table. And it allows you to focus on what you do best: selling and installing medical products like knee/hip replacements and biologics.
Meet the team
Caleb Ellinger – CEO
Caleb is the CEO & tax advisor for Ellinger Services Worldwide. He worked for the IRS for over a decade, performing audits and collections. In 2009, he started his private practice representing individuals and small businesses before the IRS.
Leigh Ann Brune – Bookkeeping Manager
Leigh Ann has decades of experience in bookkeeping, IRS controversies and tax preparation.
Joe Luis Martinez – Bookkeeper & The Web
Joe handles recurring bookkeeping for Ellinger Services Worldwide’s clients. Joe also helps out with updating the web site.
Robbin Ward – Sales
Robbin provides client onboarding and manages client relationships throughout the year.
Andrew Shaw – Tax Preparer
Andrew prepares federal and state tax returns for individuals, corporations, and partnerships.
Amy Ellinger – Administration
Amy handles billing and administrative support.