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Medical Practice Expertise

I specialize in preparing income tax returns for medical practitioners that work for a hospital, clinic, or who run a small medical practice. I take pride in delivering personal attention, accuracy, and excellence to all clients within the health care industry, and help craft a personalized financial plan that suits their unique needs.

Unlike most CPA firms, I bring decades of experience working directly with healthcare industry professionals. This specialized focus provides a depth of knowledge about the distinctive needs of physician groups, doctors, dentists, assisted living facilities, physical therapists, radiologists and other healthcare related practitioners that is unmatched by most accounting firms in the Bay Area.

My experience working with healthcare practitioners will give you the confidence you need to confirm your finances are in good hands. As a result, you can focus on cultivating your clientele and meeting your personal and business goals.

What I can do for you​​

I have worked with doctors, physicians, dentist and medical practitioners of all shapes and sizes, and can develop an individualized service plan that meets each client’s unique needs and budget. I have decades of experience that I can put to work for you. 

Balance  The Books

I can help balance the books for your healthcare practice, from tax return planning to preparation.

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Personalized Stategic Analysis

I offer personalized strategic analysis and planning, as well partnership agreement strategies, buyouts, succession planning and exit strategies.

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Holistic Financial Planning

I can manage owners’ personal finances alongside that of their business’, including short and long-term goal setting, and retirement planning.

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Employees

Pay Employees & Budget for Health Insurance

Marterials

Save on 

Day-toDay Expense

Equipment

Properly track expenses and track depreciations for big savings

Save Money For What Matters

The financial practices and tax provisions that the hospitality industry are unique, and you can’t afford to have your financial advisor learning the industry on your time. 

 

Overlooking valuable tax breaks can cost you money, and poor accounting practices can impact your restaurant’s financial stability.

I am an experienced professional who knows how to get the job done for restaurant, bar and café owners, with experience across a wide spectrum of the hospitality industry. I am to arm you with insightful financial information and competent advice, so that you can feel confident making well-informed decisions. 

 

My goal is not only to save you money, but also to help you achieve your business and personal financial goals, so you can do the things you love, and enjoy owning a thriving business.

 

I am an experienced professional who knows how to get the job done for contractors and real estate developers. I have experience across a wide spectrum of the industry – including general and specialty contractors, homebuilders and real estate developers. Armed with insightful financial information and competent advice, you can feel confident making well-informed decisions. 

Medical Practices Have 100's of Hidden Savings Waiting To Be Discovered

Want to save money each year with professional tax assistance and financial planning?

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