Expert Tax & Accounting for Healthcare Professionals
A boutique firm built exclusively for healthcare providers, with a special focus on independent pharmacies. Get proactive tax strategies, clear financial guidance, and a team that makes the entire process easy from start to finish.
Request Your Free Income Tax Review
Designed Exclusively for Healthcare Providers
Your industry is complex, and your time is limited. That’s why we built a firm specifically for medical and pharmacy professionals who need accurate accounting, proactive tax planning, and simple communication.
We translate the complicated parts for you, keeping everything clean and easy so you can focus on patients instead of paperwork.
Boutique Service With Deep Expertise
Confidential Income Tax Review
Most healthcare professionals have never had their returns reviewed by a specialist. Errors, missed deductions, and outdated strategies are extremely common.
Our free tax review gives you answers quickly. We look for missed opportunities, sloppy work, and ways to legally reduce your taxes immediately.
The Experience You Deserve
What You Can Expect
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Relief knowing your tax strategy is proactive and designed to reduce what you owe.
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Clarity through plain-language explanations, not confusing terminology.
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Confidence that your financials are handled by healthcare accounting specialists.
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Support from a responsive team that knows your industry inside and out.
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Simplicity with fast, minimal onboarding and clear communication.
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Control thanks to organized, timely financial visibility.
Lowering Every Barrier to Entry
We built our entire process to make switching and starting effortless.
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No complicated checklists.
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No overwhelming document requests.
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No long meetings.
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A simple upload, a short conversation, and we take it from there.
Nationwide Service, Modern Technology
Healthcare practices across all 50 states partner with us because we use secure, cloud-based tools that make working together easy.
Upload documents, sign forms, communicate with us, and access your financials anytime.
Client Stories
"Very easy to get in touch with. He is quick to return calls, texts or emails. Very knowledgeable and is a good listener. I’m glad I’m older than Cody because he should be here until I retire!"
Tom Kines, owner
Kines Family Pharmacy
Charleston, WV
"Cody and his staff are wonderful. I have had 5 accountants over the years and he is the best.”
Chris Williams, owner
Chris' Pharmacy & Gifts
Maurepas and Port Vincent, LA
"We went through many CPA’s before we found Cody. Very professional and I highly recommend.”
John Smith, owner
John's Pharmacy
Albany, LA
"Excellent all around! They do a great job with accounting, tax preparation and payroll! Highly recommend!”
Dr. Ramie Bares, owner
Grove Eye Center, Burke Eye Center, and Vinita Family Eye Care
Grove and Vinita, OK
Real Client Example
We recently completed an income tax review and written tax plan for an independent pharmacy owner. Below is a real example of what we uncovered and why a coordinated tax plan makes a difference.
Tax Plan Results
Estimated annual tax savings: $15,858
The written tax plan identified savings through coordinated planning across the pharmacy and the owner’s personal situation. This included optimizing retirement contributions, evaluating available credits, structuring compensation and family involvement appropriately, and reviewing real estate related tax opportunities. The value came from coordination and documentation, not a single strategy.
• View the full one-page case study (PDF)
• Request a free confidential income tax review
Get in Touch
Contact Us Today
Call our office or send an email to schedule a consultation.
Office: 918-891-3455
