HEALTHCARE PRACTICE OWNERS
You built the practice. Your tax plan should keep up with it.
Tax planning for physicians, dentists, chiropractors, therapists and care-business owners whose tax bill is six figures or more. A written plan before December, from the person who does the work.
★★★★★
Enrolled to practice before the IRS · 18+ years in the financial and insurance industry
A written plan, before December.
Where practice owners usually have room
How the practice is set up and how you’re paid
Whether your structure, salary and distributions still fit what the practice earns.
Retirement plan design for owners
​Whether your plan is built for an owner’s income and the staff you employ.
​The building, the equipment and the buildout
Owning your space, equipment-heavy years, and when assets go into service.
Adding providers
What a new provider, an associate or a buy-in does to the plan.
Exit and succession
A future sale to a group, a partner buyout, or handing the practice on.
By specialty
Physicians and medical groups
​Primary care, specialists, surgical groups and urgent care, including physicians paid on a 1099 alongside a practice.
Dental and orthodontic practices
​Equipment-heavy practices where timing and structure carry the most weight.
​Chiropractic and sports medicine
Growing offices adding providers and services.
Therapy and wellness
Behavioral health, physical and occupational therapy, and wellness practices.
Home and elderly care
Payroll-heavy care businesses where cash flow and structure go together.
What practice owners say
5.0 ★★★★★ · 43 reviews on Google
★★★★★
"I got into this to help kids, not to become a finance person. Matthew keeps my books clean, tells me ahead of time what my taxes are going to look like, and explains the plan in a way I actually understand. Having one person who sees the practice and my family's future together — instead of three people who each see one piece — has taken an enormous weight off me."
STEPHANIE PILSNER, NEW HEIGHTS PEDIATRIC THERAPIES
★★★★★
“I was blind, but now I see. I’m an emergency physician and I have thrown away a tantamount of money needlessly because I was unaware and never told by any previous supposedly top-tier accountants or firms about significant ways to manage my business. I also explored financial strategies with AI. After only one consultation with Matthew my financial situation completely transformed in a very good way. No other accountant has ever helped me like him. I think it’s probably because all of my previous accountants were focused with client volume as opposed to going all in for each client. That’s not to say that you won’t have to put in some effort. But if you’re able to work in a team, Matthew will be your heavy hitter and you will win big. Consult with him just once, and you may also see again."
HAROLD SERRANO, MD, DIPLOMATE OF THE AMERICAN BOARD OF EMERGENCY MEDICINE
Start with your return. We’ll show you what we see.
Request a review
Tell us about the business. It takes two minutes, and no documents.
Send last year’s returns
Personal and business, through our secure client portal. Matthew reviews them personally.
A 30-minute call
Three to five opportunities in plain English, and what it would take to act on them. No cost, no obligation.