Starter Smile Package

Service type is strategic. Our most prestigious plan, this plan is for high growth practice owners looking to scale, we look ahead down the road to ensure you are on track to reach your practice goals. We implement strategies to take advantage of growth opportunities in your practice.
$ 797
One Time On-Boarding Fee: Varies
Est. Onboarding Time: 2 Weeks
Communication Priority: Email or Text
Semi-Annual Elevate Meeting
Customized Tax Strategy Plan
Dedicated Tax Strategist
Access to Client Portal
Individual Tax Return Prep & Filing
Business Tax Return Prep & Filing
24/7 Cloud To Gather, Organize, and Sign Tax Docs
IRS Audit Representation
Courtesy Tax Extensions (Business & Individual)
Semi-Annual Estimated Tax Analysis
Annual Income Tax Projection
IRS Notice Response (up to 3 per year)
Tax Advisory
Book to Tax Reciliation
Bookkeeping Review for Tax Season
Access to our Financial CE Virtual Workshops

Pro Bite Package

Service type is proactive. This plan is for practices looking to become more efficient. We take care of your practice essentials by combining accounting services with forward looking financial analysis, ensuring that your business remains compliant, up-to-speed, and well-equipped to make informed decisions.
$ 1097
One Time On-Boarding Fee: Varies
Est. Onboarding Time: 4 Weeks
Communication Priority: Dedicated Client Success Manager
Includes everything in the Starter Smile Package
Quarterly Elevate Meeting [1]
On-Going Tax Plan Implementation
Full-Charge Bookkeeping
Bookkeeping Clean-Up
Business Payroll
Dental Chart of Accounts
Cash Basis Financials
Tax Plan Implenetation Meeting (Quarterly)
File & Send Annual Employee (W2's) & Cont
Monthly Financial Report
Financial Statements P/L, Balance Sheet, St
Submit payroll taxes to agencies
Most Popular

Platinum Crown Package

Service type is reactive. This plan provides the basics needed to run your practice. We help you stay compliant, by reviewing records to ensure accuracy, taking care of tax filings, and being in your corner as you navigate practice ownership. With this package, you can focus on your core operations while ensuring your financial foundation is solid.
$ 1497
One Time On-Boarding Fee: Varies
Est. Onboarding Time: 5 Weeks
Communication Priority: Priority 24/hr Video Meet, Text, or Call
Includes everything in the Starter Smile and Pro Bite Package
Monthly Elevate Meeting [2]
Accrual Basis Financials
Customized KPI - Practice Dashboard Clean-Up
Annual Meeting with Practice Advisor
On-Going Entity Maintenance Review
Practice Management Software Intergration
Accounts Receivable Concierge
Entity Maintence - Minutes, etc.
Sales Tax
Estate Planning
Wealth Advisory Meeting (Semi-Annual)
Practice Advisory

Customized Package

Contact us today to create a customized package