Accounting for Dentists | Dental Practice Consulting
Tiered & Tailored Services
Levy CPAs is committed to offering clients individualized care and tiered services based on need and desired outcomes.
There is no one size fits all model of tax planning, consulting, financial planning, and business advising. Levy CPAs will work with you to discuss service options that are best suited to your individual practice and business needs.
Clients can select any of the service options and/or add-on services below.
We are excited to assist you through this decision making process.
starter
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Tax return preparation for Federal and state tax returns, includes business and personal returns
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Estimated tax vouchers provided with tax return
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In-Person/Phone consultations – up to 1 hour per year
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Discounted QuickBooks Essentials software subscription
Optional Add-On Services:
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Monthly/quarterly practice management reports, which include real-time performance benchmarks and use of key performance indicators
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IRS audit protection
premium
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Tax return preparation for Federal and state tax returns, includes business and personal returns
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Quarterly estimated income tax consulting
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In-Person/Phone consultations – up to 2 hours per year
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One mid-year or year-end meeting to discuss tax projections and strategic tax planning
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Discounted QuickBooks Essentials software subscription
Optional Add-On Services:
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Monthly/quarterly practice management reports, which include real-time performance benchmarks and use of key performance indicators
-
IRS audit protection
CONCIERGE
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Tax return preparation for Federal and state tax returns, includes business and personal returns
-
Quarterly estimated income tax consulting
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In-Person/Phone consultations – up to 4 hours per year
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One mid-year and one year-end meeting to discuss tax projections, strategic tax planning and annual goals
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QuickBooks Essentials software subscription included ($480 value)
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Monthly/quarterly practice management reports, which include real-time performance benchmarks and use of key performance indicators included
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IRS audit protection included
* Bookkeeping services can be added to any package above (starting at $250/mo.)
* Routine phone calls or emails included for all levels of service