Proactive Tax Planning for Healthcare Practices
Strategic tax planning for owners who want decisions made before year-end, not explanations after filing.
Tax preparation reports what already happened. Tax planning changes what happens next.
The Advisory Service Package is built for healthcare providers who want to legally reduce taxes, improve cash flow, and make structural decisions with clarity instead of guesswork.
Advisory Service Package is a one-time fee for as long as you are a client. Tax savings guaranteed or you'll receive a full refund.*
*Ask our team for details.
Who this package is for.
This package is a strong fit if:
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Your practice is consistently profitable
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You feel your tax bill is higher than it should be
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You want planning conversations during the year, not after
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You are open to making changes when the numbers support it
If your goal is to keep more of what you earn, this is the work that makes that possible.
The problem with tax prep alone.
Most business owners think tax planning happens during tax season.
By then, most opportunities are gone.
Tax preparation focuses on compliance. Advisory focuses on timing, structure, and decisions. This package exists to address those areas before deadlines lock in outcomes.
What advisory work actually looks like.
We analyze your current tax position across both business and personal returns. We review entity structure, income flow, and documentation. We identify planning opportunities tied to how your practice operates, not generic checklists.
This work happens during the year and includes guidance on what to change, when to change it, and how to support those changes properly.
What is included and why it matters.
Business and individual tax planning
Aligns planning across both returns so strategies work together.
Entity structure planning
Evaluates whether your current setup supports your income level and goals.
LLC income strategies
Focuses on how income flows and how it is taxed.
Cash flow planning using your LLC
Improves predictability and planning around owner compensation.
Business operations and documentation support
Ensures strategies are supported by real business practices.
Independent contractor versus employee analysis
Reduces risk and clarifies classification decisions.
Company fringe benefit strategies
Identifies benefits that support both tax efficiency and compliance.
The guarantee.
We guarantee a reduction in your tax liability or your advisory fee is refunded.
This guarantee requires full participation and accurate information. Planning recommendations must be implemented as advised to apply.
How this works with monthly accounting.
Effective tax planning depends on accurate, current financial data. Advisory services work best when paired with reliable monthly accounting.
Have questions? Visit our FAQs page for clear answers tailored to pharmacy and healthcare clinic owners.