Strategic CPA Advisory for Healthcare Leaders
Specialized tax strategy and financial reporting for medical practice owners and pharmacy owners who expect more than compliance.
Expertise
Targeted Solutions for Healthcare Professionals
We advise on the decisions that matter most to healthcare owners: S-Corporation compensation, retirement plan design and tax strategy for high incomes. We do not simply file returns; we build plans that protect what your practice earns.
S-Corp Optimization
Structure
Reasonable Salary Structuring for S-Corporations
Many practice owners either overpay payroll taxes or set officer compensation that would be difficult to defend on examination. We model a reasonable, well-documented balance between W-2 salary and distributions, reducing payroll tax while keeping your position defensible.
QBI Maximization
Deductions
Qualified Business Income Deduction Planning
Medical practices are a specified service business, so the 20% QBI deduction phases out as taxable income rises. Each year we model W-2 wages, retirement contributions and entity structure to keep as much of the deduction as your income allows.
Cash Balance Plan Design
Retirement
Cash Balance & Defined Benefit Plans
Paired with a 401(k), a cash balance plan can let practice owners contribute well beyond standard retirement limits, with contributions deductible to the practice. We work with your plan actuary and model the tax effect before you commit.
Risk Mitigation
Preemptive Audit Defense
The IRS gives close scrutiny to officer compensation and aggressive deductions in medical practices and pharmacies. Rather than reacting to an examination, we build protection in from the outset: every strategy we recommend is supported by thorough documentation and a defensible position.
Enterprise Value
Practice Transitions & Equity Optimization
Lasting wealth depends on more than this year’s income; it rests on the long-term value of your practice or pharmacy. Whether you are structuring a partner buy-in, evaluating a private equity offer or planning succession within the family, we structure the transition to preserve value and reduce the tax on your proceeds.
Track record
A Legacy Built on Numbers You Can Trust.
2008
Year founded
95%+
Client retention
1:1
One dedicated senior advisor
100%
Individually structured plans
★★★★★
“Always the best experience working with this company. Explains documents and information thoroughly and shows a deep understanding of accounting, while making sure everything is filed timely. Professional in their customer service as well.”
SOS Englewood Cliffs
Ready to Develop Your Strategy?
Request a consultation to review your practice structure, compensation and retirement strategy, and long-term objectives.