Who we help
Healthcare & Medical Practices
A practice is a business with unusually complicated payroll, unusually large receivables, and very little tolerance for a late filing.
01What makes this different
Where the money and the risk actually sit
Every sector has a handful of things that are easy to get wrong and expensive to correct later. These are the ones we look at first.
Professional entity rules
California restricts which entities licensed professionals may use, which narrows the structuring options.
Provider compensation
Splitting salary and distribution defensibly across multiple owner-providers takes documentation, not a formula.
Insurance receivables
Cash basis and accrual basis tell very different stories when a large share of revenue sits in receivables.
Payroll across locations
Multiple sites, mixed W-2 and 1099 staff, and per-provider reporting make practice payroll error-prone.
Equipment and build-out
Leasehold improvements and equipment have different recovery periods, and the allocation matters.
02What we do about it
How we help
Work that is done on a schedule, by people you can reach, with the filings made before the deadline rather than after the notice.
- Practice accounting with provider-level and location-level reporting
- Reasonable compensation documented for each owner-provider
- Payroll run correctly across sites, with the tax deposits made on time
- Entity filings kept current against California professional entity rules
- Equipment and build-out cost allocation documented at the time of purchase
03Services
What this usually involves
The services this sector asks for most. Nothing starts without a fixed fee agreed first.
-
Business Accounting
Reconciliation, statements, ledger and close — delivered on a published date each month, for less than a part-time bookkeeper costs.
-
Payroll Services
Running the numbers is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
-
Business Tax Returns & Compliance
K-1s flow straight through to the owners without a hand-off — which removes the single most common source of filing errors in business.
-
Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
Who we help
Other industries
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.