Tax & Accounting Services Tailored for Healthcare Professionals
Medari clients get two things: clean books and a real tax strategy. Both are required. One without the other is just compliance work, and compliance work alone doesn't reduce your tax bill.
Maintenance keeps your financials accurate and your obligations met -- monthly bookkeeping, payroll, tax filings, and KPI reporting.
Advisory is where the tax strategy lives -- a written tax plan, owner compensation structure, retirement planning, entity coordination, and quarterly meetings to keep it current.
Together, they give you numbers you can trust and a plan that actually uses them.
One flat monthly fee. No hourly billing. No nickel-and-diming.
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Maintenance (Tax & Accounting)
Monthly tax, accounting, payroll, and bookkeeping support for healthcare providers who want consistency and fewer surprises.
Best for owners who want clean books, compliant filings, and reliable monthly support without managing multiple vendors.
What’s Included:
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Monthly accounting & bookkeeping
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Timely, easy-to-read monthly financial statements
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Business entity tax preparation
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Personal tax preparation
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Payroll with time clock reporting (optional)
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Sales tax reporting
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A dedicated point of contact for fast communication
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One flat monthly fee -- no surprises.
2
Advisory (Tax Strategy & Planning)
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.
What’s Included:
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Business & individual tax planning
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Entity structure planning
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LLC income strategies
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Cash flow planning using your LLC
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Business operations & documentation support
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Independent contractor vs employee analysis
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Company fringe benefit strategies
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One-time fee good for as long as you remain a client
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Guaranteed tax reduction or your money back
3
Additional Services
For clients needing uniquie support.
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Proactive tax planning (entity & individual)
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Monthly bookkeeping & accounting
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Payroll & time clock reporting
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QuickBooks training
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The basics of understanding a financial statement
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Free income tax review - for peace of mind
Have questions? Visit our FAQs page for clear answers tailored to pharmacy and healthcare clinic owners.
White -glove service.
Modern process.
We make working with our firm simple. Our secure client portal and mobile app let you:
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upload documents
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review and e-sign forms
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message our team
All in one place. We guide you through each step. The technology just removes the friction.
