Accounting and Tax Advisory for Medical and Dental Practices

Manage your practice with clear accounting information and tax planning.

Industry Challenges

Addressing your organization's priorities

Reconciliation of deposits and payments from patients and insurers with administrative reports.

Recording wages, benefits, and payments subject to information reporting.

Classification of equipment and improvements to assess depreciation and deductions.

Projection of financial results and estimated tax payments based on your practice's structure.

Answers to Your Questions

Do you need patient medical records?

Financial and administrative reports are generally sufficient. Limit sensitive information to what is strictly necessary.

Can you reconcile insurer payments?

Yes, using collection reports, adjustments, and bank statements.