Over 40 years ago, our firm started out with medical practices as our sole industry focus. Since then, we have continued to serve medical practices of various sizes and specialties, sharing our expertise to help these unique clients understand the financial nuances of their practices, and help them prosper.

Medical practices are complex organizations with intricate tax, accounting and consulting needs. All of this is second nature to us. Our clients appreciate our ability to focus on their business while they focus on their patients.

In addition to our traditional tax, accounting, consulting and wealth management services, we also provide specialized services to medical practices:

Tax Services and Planning

We meet quarterly with many of our medical practice clients to assess and discuss their financial and tax positions. Our work includes quarterly projections and tax estimates tied to bonuses. We also identify ongoing opportunities to maximize income and minimize tax liability.

Accounting and Bookkeeping

In addition to preparing year-end financial statements, our team prepares quarterly compiled financial statements used for planning and projections.


Our input can help you make better decisions in a number of areas:

  • Shareholder agreements
  • Shareholder buy-ins and buy-outs
  • Income allocation formulas
  • Productivity bonus calculations
  • Overhead allocations
  • Loan and financing consulting
  • Real estate purchase / sale consulting
  • Retirement planning
  • Exit and succession planning
  • Estate and gift planning