On-going Service

Our Monthly Services are designed for dental practice owners and dental professionals who want proactive, year-round support. This includes ongoing tax planning, bookkeeping oversight, financial strategy, and direct access to our team to help you keep more of what you earn and stay fully compliant. If you want hands-on guidance throughout the year (not just at tax time)… this is the right fit.

Other pricing details

Our Onboarding & Setup fee is $4,500 for all new clients; however, this fee is waived for current/active Dental Buyer Advocates clients. 

We do not begin billing until your practice officially closes, but you are welcome to sign up and begin onboarding at any time before that. 

Your first month’s fee will also be prorated based on your practice purchase date or signed engagement letter date (whichever is latest). 

All monthly fees are subject to an annual increase each January 1st by the greater of 3% or the prior year’s published U.S. indexed.

Monthly Services Pricing

$1,297

Per month

Tax Prep & Compliance

  • (1) Dental Practice Entity – Business Tax Preparation and Filing
  • (1) Real-Estate Entity – Business Tax Preparation and Filing
  • (1) Individual Tax Preparation and Filing
  • IRS Letter Coverage & Solutions
  • State Letter Coverage & Solutions

Bookkeeping & Financial Review Meetings

  • Detailed monthly financial report with financials statements, dental specific benchmarks and KPIs
  • Dedicated Monthly Financial Meetings for first 6 months & Ad hoc meetings as needed after first 6 months
  • Dedicated monthly reconciliation of one business bank checking account
  • Dedicated monthly reconciliation of one business bank savings account
  • Dedicated monthly reconciliation of one business credit card

Tax Advisory & Strategy

  • Practice Entity Tax Election (S-Corp Election)
  • EIN Filings for Practice Entity and Real-estate entity if needed
  • Quarterly In-Depth Tax Projection Report
  • Quarterly Tax Planning Strategy Sessions
  • Quarterly Estimated Tax Assitance
  • Doctor & Spouse Payroll Assistance

Other Services Included

  • Unlimited Email Support
  • Access to Quarterly DTA Client Round Table
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Possible Additional Fees

  • Real-Estate Entity Monthly Bookkeeping – $250 Per Month
  • Spouse Tax Return if Married Filing Separate – $500 Per Filing
  • Dependent’s Tax Return(s) – $500 Per Filing
  • Bookkeeping for an Additional Business Account – $50 Per Additional Account Connected
  • Audit Services. When (not if) you are selected by your state or the IRS for an audit of your filed tax returns, DentalTax will assist with the process for an additional fee to be quoted at the time of need – Fees Vary
  • County, Property and Local Tax Returns (SALT) – $250 Per Filing