Accounting and Tax Service Plan
Keeping accurate financial records is essential to the success of any dental practice. As part of our services, we maintain your books in a manner that is specifically designed to meet the needs of a dental practice. With our Quickbooks Online platform, you will be able to access your financial information at any time.
In order to provide the best possible service, we customize our tax planning services to each client. We will prepare a tax projection for your practice twice a year, and we will meet with you twice a year to review the projections and discuss your practice’s direction. During your bi-annual meetings with the Trident team, we will also share dental business insights based on our experience working with hundreds of other dentists, as well as tax positions that are applicable to your practice.
There is nothing more frustrating than a tax surprise. At Trident CPA Services, we have developed an efficient method for helping dentists manage their taxes throughout the year. With our help, you will be able to streamline your dental practice’s cash flow and avoid penalties and interest associated with tax underpayments. We strive to make tax preparation as easy as possible for you. As a result, we collect client tax documentation in February and schedule the preparation of your tax returns well in advance. Our goal at Trident CPA Services is to only extend tax returns when necessary or at your request.
Schedule your consultation with Jim Zenk and the Trident team, today.