Health Care/Senior Living

With increased government regulations and compliance, growing demand in the number of patients and quality of care, the health care industry faces constant challenges.   Our team understands the nuances of the ever-changing industry and stays active by following trends, attending trade shows and writing articles.  We take great pride in being proactive through extensive research and planning and strive to identify potential future issues in the present.  Through a strong service team approach we work to understand our client’s goals to help them make the right decisions to thrive in this complex industry.

Our team has serviced the health care industry for many years. We work with physicians, radiologists, dentists as well as for-profit long-term care facilities. We are experienced in tax compliance and consulting as well as assurance services. Specific consulting experience includes consultation on entity formation, restructuring, partner buy-ins and buy-outs, physician compensation, accounting method reviews and valuations.

Hospitality, service, personal attention, value, trust and care are all elements found in today’s retirement communities.  Through food, fitness, family relationships and travel today’s long-term care facilities are focused on much more than meeting the basic needs of their residents.  Our firm has worked with hotels, restaurants, resorts and clubs for over 20 years, counseling them on all aspects of their businesses and acting as their trusted advisors.   We use our in-depth understanding of the hospitality industry to help our long-term care clients grow and progress towards their goals.

Services include:

Tax

  • Tax Planning
  • Tax Compliance
  • Business Formation Strategies
  • Sales and Use Tax
  • Estate Planning
  • Bookkeeping Services
  • Payroll Services

Assurance Services

  • Financial Statement Audits, Reviews, and Compilations
  • Employee Benefit Plan Audits
  • Internal Auditing

Consulting

  • Medical Practice Valuation
  • Succession Planning
  • Partnership Agreements
  • Strategic Business Planning
  • Internal Control Review
  • Compliance issues

Our Team

Presentations