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Focused Financial Services for Orthodontic Practices

At OrthoLedger, we offer accounting solutions designed specifically for the unique financial structure of orthodontic practices. From streamlined operations to tailored tax and advisory support, our flexible, tiered service packages ensure clarity, accuracy, and peace of mind—so you can stay focused on delivering exceptional care.

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Comprehensive Service Offerings

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Tax & Compliance Services

  • Ensure your orthodontic practice meets all federal and state tax requirements with confidence.
  • We provide accurate, timely tax preparation and filing that reduces risk and enhances peace of mind.
  • Specialized tax planning for orthodontists
  • Compliance monitoring and support
  • Timely filing and documentation
  • IRS and state audit readiness
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Financial Consulting & Benchmarking

  • Gain strategic insights into your practice’s performance with expert consulting and data-driven benchmarking.
  • Our financial guidance helps you make confident business decisions backed by real metrics.
  • Performance tracking against industry benchmarks
  • Budgeting and forecasting strategy
  • Financial health assessments
  • Profitability and growth planning
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Payroll Support

  • Simplify your payroll operations with reliable, hands-free support tailored to your team’s structure.
  • We manage your payroll so you can focus on delivering exceptional patient care.
  • Accurate payroll processing and delivery
  • Tax withholdings and reporting
  • Direct deposit setup and support
  • Year-end W-2 and 1099 preparation

Tiered Pricing

Tier Features & Services Compliance Tier Advisory Tier Strategic Partner Tier
Income Tax Returns Up to 2 Business or Personal Returns Up to 3 Up to 4
Outsourced Accounting Monthly Bi-weekly Weekly
Financial Reports Quarterly Quarterly Monthly
Strategy Meetings Annual Quarterly Monthly
Tax Projections Year-End (1) Mid-Year and Year End (2) Q1, Mid-Year, Year-End (3)
Support Response Email – 72 hrs Email & Scheduled Calls – 48 hrs Email & Calls – 24 hrs
Fixed Assets Management Included Included Included
Business Personal Property Tax Return Included Included Included
Form 1099 Filings Included Included Included
Secure Document Delivery & Access Included Included Included
Payroll Support Additional $200 per month Additional $200 per month Included
Sales & Use Tax Returns Additional $75 per month Additional $75 per month Included
Additional Income Tax Returns $250-$1,000 per return $250-$1,000 per return $250-$1,000 per return
Special Projects $150-$300 per hour $150-$300 per hour $150-$300 per hour