Faster, Smarter, Tax-Optimized

Expert CPA Solutions for Healthcare Practices & Providers

Streamline back-office operations, ensure critical regulatory compliance, and apply powerful tax strategies designed to maximize profitability and give physicians more time for patient care.

Medical equipment on a white surface including a stethoscope, blood pressure cuff, and metal medical instrument.

Reclaiming Time and Maximizing Physician Wealth

Tax Mitigation & QBI Maximization: Aggressive, compliant tax strategies focused on maximizing the Qualified Business Income Deduction (QBI) and optimizing corporate structure.

Efficient Practice Bookkeeping & Payroll: Faster, streamlined back-office services using cloud-based platforms to manage high-volume transactions, payroll, and vendor payments.

Cash Flow & Revenue Cycle Analysis: Efficiently identifying bottlenecks in the billing and insurance reimbursement cycle to accelerate cash flow and reduce collection times.

Retirement & Wealth Strategy: Designing tax-advantaged retirement plans (e.g., Solo 401(k), defined benefit plans) that allow practice owners to save substantial tax dollars.

Our Value Proposition: We are Faster, More Efficient, and Focused on Your Bottom Line. We eliminate financial administrative drag, accelerate your reporting process, and implement tax strategies that legally shield your practice income, giving you the freedom to focus on your profession.

FAQs

Q: How can we structure our retirement plan to maximize personal tax savings as high-income physicians?

A: We frequently recommend Defined Benefit Plans integrated with 401(k) plans. This allows practice owners to make significantly larger, tax-deductible contributions than standard retirement plans, rapidly building tax-advantaged wealth.

Q: What level of assurance (review vs. audit) is required when buying into or selling a practice?

A: Banks and buyers typically require a Review or Audit of the practice's historical financials to substantiate the practice valuation and secure financing. We prepare the necessary assurance reports swiftly and accurately.

Q: How can we make our insurance reimbursement and collections cycle more efficient?

A: We use benchmarking and process review to identify bottlenecks. This includes optimizing your charge capture, managing denial rates, and ensuring timely reconciliation between your EHR and accounting software to accelerate cash conversion.

Testimonial

“This firm works faster and more efficiently, cutting our administrative time in half. We finally have tax returns ready when we need them, not weeks later." — Larry Yen, a regional dental provider.