Full-Service Client Accounting and Tax Services
This is our signature service where we provide dental practice owners with a customized package of monthly bookkeeping, periodic compiled financial statements, ongoing tax planning, and annual income tax preparation.
We’d love to talk to you about being a Full-Service Client if …
You own (or are buying) one or more dental practices
You want updated financial statements throughout the year
You are willing and available to meet with us via Zoom each quarter to discuss your financials and taxes
You want us to prepare your business and personal income tax returns
If you meet all four of these conditions, we would be interested in speaking to you about becoming a Full-Service Client
How To Become A Full-Service Client
How Much Does It Cost To Be A Full-Service Client?
Full-Service Clients pay a monthly fee for recurring services and an annual fee for certain (mostly compliance) services.
The monthly fee for all the services included in your FSC package starts at $800 and can be as high as $2,000 per dental office per month; it all depends on how many recurring services you want to include in your package of services and you get to make this decision.
Business income tax returns start at $2,000 per year and personal income tax returns start at $1,500.
During your Proposal Meeting, you’ll have an opportunity to build a custom package of services to meet your budget.