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Service

Our Core Services for Dental Professionals At Realtime CPAs, we specialize in providing proactive, personalized tax strategies designed exclusively for dental practice owners. Our streamlined three-tier service model ensures you get the clarity, support, and results you need—whether you're ready to take full advantage of tax-saving strategies now or prefer to take a phased approach.

Our Core Services

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01. Comprehensive Dental Tax Plan

One-Time Fee: $1,000

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.02 Full-Service Tax Strategy & Compliance

Starting at $975/month

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03. Compliance & Support Only

Starting at $475/month

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ACCOUNTING shape TAX

TAX shape PAYROLL

CFO shape TAX

TAX shape STRUCTURING

CPA shape TAX

DENTISTS shape CPA

CPA shape FINANCE

PROFIT shape MARGIN

BUDGET shape CASHFLOW/h2>

GROWTH shape STRATEGY

START shape UP'S

ERIC shape CPA

Step one - Meet and Greet. We will schedule a time for one of our Dental CPAs to talk with you to review your tax structure and determine if we would be a good fit. If after that call you would like to move forward we would schedule a Comprehensive Review Consultation.
Step two - All of our new clients receive a Comprehensive Review Consultation. Here we go over the Trifecta Plan where we outline all of the clients income producing activities and asset portfolios. We then add all the tax strategies the client could implement, along with the applicable projected tax savings for each activity. We review legal entity structuring and proposed qualified plan ordering. At the end of this meeting every client has a detailed tax strategy roadmap with specific instructions and proposed savings. The investment for this consultation is $1000. At the end of this meeting the client will be given three choices to move forward.
Step three - Client decides what to do next. They can do any of the following:
1. We can begin implementing the proposed tax strategies right away and activate them as a client. We will prepare the corporate dental practice return (Form 1120s), we will prepare the company personal property tax return (Form PPR), we will prepare the clients individual tax return (Form 1040). We will prepare quarterly tax projections using current year financial information to calculate current quarterly estimates so there are no surprise tax bills. A Dental CPA will have a call with the client to go over the quarterly projections and be available to answer questions. The Dental CPA will also begin to implement the outlined tax strategies from the Comprehensive Consult. This package averages $975 a month.
2. If the client does not want to implement the tax strategies but they do want to have quarterly meetings with a Dental CPA to go over their tax projections and have them file their tax returns as described above we can do that too. This package averages $475 a month.
3. Or if the client does not want us to implement the strategies or complete the tax returns, they can take their tax strategy road map and do it themselves or have others assist them.

How Our Services Work

work-process Step 01

Comprehensive Dental Tax Plan

Every journey begins with a plan. This in-depth tax blueprint is the cornerstone of everything we do. We take a 360° look at your current tax structure, uncover missed opportunities, and outline new strategies tailored to your practice and goals.
What’s included: A custom, actionable tax plan you keep One-on-one 60-minute strategy review with a dental CPA Real-world recommendations for maximizing deductions and reducing your tax burden This is the essential first step for all our clients and a powerful standalone option for those just exploring.

work-process Step 02

Full-Service Tax Strategy & Compliance

For practice owners ready to take action. This ongoing monthly service handles everything—from implementing your custom tax plan to keeping you compliant year-round. We become your dedicated tax partner, ensuring nothing slips through the cracks.
What’s included: Full implementation of your custom tax strategy Filing of Forms 1120S, 1040, PPR Quarterly tax projections & reviews Quarterly calls with a dental-focused CPA Assistance with estimated tax payments and IRS e-filing Ideal for dentists seeking hands-on, done-for-you tax optimization with no guesswork.

work-process Step 03

Compliance & Support Only

Not ready to implement your full tax strategy yet? No problem. This monthly plan provides expert support and compliance services to keep your filings accurate and on time, while maintaining access to a dental CPA.
What’s included: Filing of Forms 1120S, 1040, PPR Quarterly tax projections Quarterly CPA strategy calls Help with IRS estimated payments Perfect for those who want peace of mind with their filings and guidance, without implementing full strategies right away.

Testimonials

What our customers had to say:

When it comes to client service, Eric goes well above the norm. He has personally spent countless hours assisting me in understanding my future needs and wants with regards to practice purchase. He has confidently guided me through the decision making process and uncovered critical areas of weakness in costly practices that undoubtedly would have cost me over a million in losses. Eric provides sound and critical advice to dentists with minimal experience in the purchase process, with an eye on your long term success. I highly recommend consulting Eric before you purchase a practice or do a start-up if you are looking!

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Florida Dentist

Tim Millward DDS

Eric is a very bright and personable individual who knows his work inside-out. He can guide you on the right path.

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Wisconsin Dentist

Cesar Chilmaza DDS, MS

RealTime CPAs have been there from the beginning for me. Eric helped me buy into my dental practice and is now helping us go paperless. He has been a Trusted Business Advisor and a good friend.

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Atlanticdentists.com

Dan Drake, DDS, FICOI

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