Monthly Core Services

As a dentist, you have enough to worry about. Tax compliance, monthly bookkeeping, and annual financial reports should not be on your list of things to do. That’s why we offer a complete solution to our clients.

Our #1 service that sets us apart from other CPA tax services!

All-in-One CPA Tax Services

The Monthly Core Services Plan is a one-stop-shop for all of your tax & accounting needs. This plan offers the services you need to keep your business operating smoothly.

  • Tax + Accounting
  • Monthly bookkeeping + financial statement preparation
  • Annual + quarterly tax return preparation

Our specialists have decades of experience handling tax submissions, entity creation, monthly financial prep & more for dental practice owners, and we can do the same for you! If you need more information, contact us here.

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Unbeatable Flat-Rate Cost

We charge a flat-rate plan customized for each client. You will receive all of the typical tax & accounting services that we offer all clients, but you also receive customizable options specific to your business + personal needs.

This solution saves you money relative to paying a la carte for each service. No hidden costs, no complicated contracts. We provide you with the exact services you need at an affordable price. Contact us today for more information on this value-added plan!

We Are Your Financial Experts.

972-267-9191 or Schedule a Consultation

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Have Questions?

Contact us at or call us at (972) 267 9191 to schedule a consultation!