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Companies/Delgado Dental Group
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Delgado Dental Group

Healthcare Practices · Mesa, AZ · 2 entities
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delgadodental.example
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cmp_7f3a…e21
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$1,100
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Nov 3 · in 6d
Kickoff — Delgado Tax Strategy2pm–3pm · Google Calendar · Adalynn WellsNov 3
Kickoff call — Tax Strategy (Delgado)task · Adalynn Wells · Workflow: Closed Won handoffdue in 6d
Oct 27 · Yesterday
Sheila EppersonnoteOct 27 · 3:45 PM
Tax Strategy signed. @Adalynn Wells handoff doc generated by workflow — please confirm kickoff date.
Proposal Sent → Proposal SignedDelgado Dental - Tax Strategy expansion · by Sheila EppersonOct 27 · 3:40 PM
Signed — Tax Strategyreceived · GmailOct 27 · 3:30 PM
Signed and sent back. When does the reasonable-comp analysis start?
Oct 20 · 8d ago
Tax strategy intro — Delgado Dental24m · Fathom · host Sheila EppersonOct 20 · 8:00 PM
Maria confirmed S-corp status both locations; wants reasonable-comp analysis and a 2027 plan before third location opens.
↳ Send Tax Strategy proposal
Play recording
Proposal v1Signed$3,600 · $300/mo · Airtable recC2…Oct 20
Tax Strategy · monthly · $300
Oct 1 · 27d ago
Advanced Bookkeeping × 2 · OctPaidACH$600
Tax Compliance · OctPaidACH$200
Sep 22 · 36d ago
OnboardingPaidCard$1,800
Sep 10 · 48d ago
Proposal v1Signed$11,400 · $800/mo · Airtable recC1…Sep 10
Advanced Bookkeeping × 2 locations · monthly · $600 Tax Compliance (1120-S + 2 state) · monthly · $200 Onboarding · one-time · $1,800
ARC messagesOpen in ARC
Oct 27
Hi Erica, did the Mesa location fix go through? Partner meeting is the 30th.
Maria Delgado · Oct 27
@Sheila Epperson can you confirm with Maria today?
Internal note · Erica Newell · Oct 27
Yes, we regenerated the September report this afternoon. Sheila will confirm with you today.
Erica Newell · Oct 27 · Delivered
Thank you!!
Maria Delgado · Oct 27
iMessage · Erica Newell
Contacts1
MD
Maria DelgadoPractice Owner · maria@delgadodental.example
Deals2
Delgado Dental - Tax Strategy expansionProposal Signed
$3,600
Delgado Dental GroupClosed Won - Activated
$11,400
Tickets2 open
Q3 P&L missing location splitDelgado Dental Group · Support · In progress · Erica Newell
High
Overdue 66h
Kickoff docs not receivedDelgado Dental Group · Onboarding · Blocked on customer · Adalynn Wells
Normal
Due Tomorrow
Add Tax Strategy — DelgadoDelgado Dental Group · Expansion · Won · Sheila Epperson
Normal
Closed
Proposals
v1 · $11,400 · $800/moSep 10 · Delgado Dental Group
Signed
v1 · $3,600 · $300/moOct 20 · Delgado Dental - Tax Strategy expansion
Signed
Transactions
Advanced Bookkeeping × 2 · OctOct 1 · ACH
$600Paid
Tax Compliance · OctOct 1 · ACH
$200Paid
OnboardingSep 22 · Card
$1,800Paid