01. Third-Party Access
We need accountant-level access to your banks, credit cards, payroll, and 401k providers.
Services & Pricing
Everything your practice needs, one flat fee.
Our monthly engagement bundles tax work, bookkeeping, and proactive strategy into a single predictable fee.
Tax
Tax Work, Handled All Year
Everything below is included every year of your engagement.
Business tax preparation and filing for your dental practice entity- Business tax preparation and filing for your building entity, if applicable
- Individual tax preparation and filing
- Two in-depth tax projections and planning strategy sessions
- IRS letter coverage and solutions (excludes audit)
- State letter coverage and solutions (excludes audit)
- Doctor and spouse payroll assistance to maximize tax savings
- Unlimited email support
Bookkeeping
Clean Books, Every Month
Accurate financials, plus a guided training topic for each month of the year.
- Monthly reconciliation of one business checking account
- Detailed monthly financial statements and KPI analysis
- Monthly reconciliation of one business credit card
- Unlimited email support
Requirements
What We Ask Of Our Clients
To deliver all of this at a fair flat rate, we ask a few things in return. If these will not fit your practice, we may not be the right partner.
02. Responsiveness
Please respond within 48 hours, with reasonable exceptions for vacations and emergencies.
03. Gusto or ADP Payroll
You use a third-party payroll provider. We recommend Gusto or ADP.
04. Documents by February 20
Complete your tax organizer and upload documents before February 20 so we can file on time.
05. QuickBooks Online
You own your own QuickBooks Online subscription, so your financial data is always yours.
Pricing
Simple, Flat-Rate Pricing.
One predictable monthly fee for your books and taxes, with no surprises at year end.
Monthly Fee
Starting At
$1,000 / mo
Your monthly fee is based on the number of entities and tax returns your practice requires. We’ll confirm pricing once we’ve defined the scope of your services.
Schedule a Call
Onboarding & Setup
$1,000
One-time fee for new clients
Waived for dental buyer advocates clients
Current and previous Dental Buyer Advocates clients pay no onboarding fee.