The accounting and tax professionals in our medical services group understand the complex business and financial matters facing today's medical and dental practices.  We realize that owning a practice no longer means just worrying about treating your patients; it also means worrying about declining reimbursement rates, rising insurance rates and increasing costs.  We understand the financial ramifications of these and other industry issues and can provide the information and guidance you need to maintain financial stability in today's competitive marketplace and beyond.

For more than 30 years, we have helped medical and dental practitioners achieve their business and personal financial goals.  As your accountant, we will work closely with you to develop a thorough understanding of your immediate concerns and your long-term goals before making recommendations.  Over the years, we have been involved in many facets of our clients' practices, including helping them: prepare their 1099s at year-end; select an investment manager for their retirement funds; and ultimately develop a succession plan for their practice.  The recommendations and resources we provide clients enables them to make educated financial decisions, so they can achieve their business goals.  For example, as a result of the succession plan we helped a client develop and implement, the client grew the practice from three owners to eight, highly successful owners. How can we help you?

Accounting Services:

• Prepare annual and interim financial statements
• Maintain fixed asset and depreciation schedules
• Develop budgets and cash flow forecasts
• Review and advise on your internal control systems

Tax Planning Services:

• Prepare individual, partnership and corporate tax returns
• Provide year-round tax planning for your practice and its owners
• Prepare year-end reports of payments to service providers
• Advise on buying and leasing business equipment

Management Consulting Services:

• Advise on buy/sell agreements
• Provide consultations on business succession planning
• Advise on new employee benefit plan regulations and options
• Develop plans for handling owner retirements

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