Medical Practice | Center Owner

Comprehensive Accounting and Tax Solutions for Medical Practices and Centers

At CA Dental & Medical CPA, we provide tailored financial solutions to medical practices of all sizes, from small offices with just a few staff to large medical centers with over 500 employees.
Whatever your practice’s scale, our experienced team assigns the ideal number of tax and accounting experts to ensure your financials are meticulously managed.

Year-Round Financial Guidance

As CPAs specializing in medical practices and centers, we provide expert answers to your financial questions any time throughout the year. Whether you’re managing a small clinic or a large medical center, count on us to guide you through every financial challenge with confidence.

Maximized Tax Deductions

We help your practice identify and maximize every eligible deduction, ensuring you save more and improve profitability. Our proactive guidance keeps your practice ahead of tax deadlines and focused on delivering exceptional care.

All-Inclusive, Fixed Monthly Pricing

Our clear, fixed monthly pricing covers all the essential services your practice needs—bookkeeping, tax filing, compliance, and expert guidance. No surprise bills—just comprehensive, reliable support to help you manage the complexities of running a medical practice or center with ease and confidence.

Choose Package

Your All-Inclusive Accounting Plans for a Fixed Monthly Cost

silver plan

start at
$720
per month

Essential services for solo practitioners or small medical offices with basic financial needs, looking for expert guidance.

Bookkeeping
monthly
Bank & Credit Card Reconciliation
monthly
Comprehensive Financial Reports Preparation
monthly
Annual Statement Of Information Filing
BOI Reporting Assistance
Business And Personal Tax Return Filing
Prompt Responses To Accounting Questions
Biannual Tax And Business Strategy Meetings
--
Assistance With IRS, FTB, And EDD Letters
--
Entity Setup
Fees apply
IRS/FTB Audit Assistance
Fees apply
Due Diligence
Fees apply
CFO-Level Support
--
Popular Plan

gold plan

start at
$790
per month

Comprehensive support for mid-sized medical practices needing more in-depth financial guidance and strategic support.

Bookkeeping
Monthly
Bank & Credit Card Reconciliation
Monthly
Comprehensive Financial Reports Preparation
Monthly
Annual Statement Of Information Filing
BOI Reporting Assistance
Business And Personal Tax Return Filing
Prompt Responses To Accounting Questions
Biannual Tax And Business Strategy Meetings
Assistance With IRS, FTB, And EDD Letters
Entity Setup
One per year
IRS/FTB Audit Assistance
Fees apply
Due Diligence
Fees apply
CFO-Level Support
--

diamond plan

start at
$1,450
per month

All-inclusive services for large or growing medical practices and centers, including advanced financial support and IRS/FTB audit assistance.

Bookkeeping
Monthly
Bank & Credit Card Reconciliation
Monthly
Comprehensive Financial Reports Preparation
Monthly
Annual Statement Of Information Filing
BOI Reporting Assistance
Business And Personal Tax Return Filing
Prompt Responses To Accounting Questions
Biannual Tax And Business Strategy Meetings
Assistance With IRS, FTB, And EDD Letters
Entity Setup
Two per year
IRS/FTB Audit Assistance
Due Diligence
CFO-Level Support
Pricing and Discounts

The exact price for Silver and Gold plans is based on your average monthly bank transactions.

For the Diamond plan, pricing may vary depending on additional factors.

For contractors who don’t yet have an entity, accounting, or payroll system, if you choose to work with us, we’ll set up your entity (S Corp), accounting and payroll system for free. For setting up an entity, you’ll only pay the $100 state fee that we incur on your behalf.

Get Started in 4 Simple Steps

Reach Out

Send us a message below to get started. We’re excited to learn about your business.

1

01.

Schedule a Call

You’ll receive an email with a link to schedule a Zoom or phone call to discuss your needs, Within 24 hours.

2

02.

Review Contract

If we’re the right fit for your needs, we’ll send over a contract for your review.

3

03.

Get Started

Once signed, you’ll be assigned an expert accountant and tax professional to begin work immediately.

4

04.

Contact Us

Fill out the form, and we’ll contact you to discuss your needs and how we can help you achieve your goals.

Simplify Your Finances with Expert Support
Ready to take control of your financial future? At CA Dental & Medical CPA, we help Medical Practice | Center Owner streamline their bookkeeping, tax planning, and financial management.

Our success, echoed by our clients

Our healthcare clients share their experiences with our accounting services. Unfiltered feedback from dental and medical professionals we serve.

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