Monthly tax, accounting, payroll, and bookkeeping support for healthcare providers who want consistency and fewer surprises.

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Best for owners who want clean books, compliant filings, and reliable monthly support without managing multiple vendors.

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What’s Included:

• Monthly accounting & bookkeeping

• Timely, easy-to-read monthly financial statements

• Business entity tax preparation

• Personal tax preparation

• Payroll with time clock reporting

• Sales tax reporting

• A dedicated point of contact for fast communication

• One flat monthly fee -- no surprises.

Proactive tax planning for healthcare practices focused on reducing tax liability and improving long-term financial structure.

Best for profitable practices that want planning decisions made before year-end, not explanations after filing.

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What’s Included:

• Business & individual tax planning

• Entity structure planning

• LLC income strategies

• Cash flow planning using your LLC

• Business operations & documentation support

• Independent contractor vs employee analysis

• Company fringe benefit strategies

• One-time fee good for as long as you remain a client

• Guaranteed tax reduction or your money back

For clients needing support without a full package.

• Proactive tax planning (entity & individual)

• Monthly bookkeeping & accounting

• Payroll & time clock reporting

• QuickBooks training

• The basics of understanding a financial statement

• Free income tax review - for peace of mind