WHO WE SERVE · MEDICAL & PROFESSIONAL PRACTICES
Accounting and tax for Lodi medical and professional practices
Medical and professional practices in Lodi, California, share ZIP codes 95240 and 95242 with 50 physician offices, per the 2023 ZIP Code Business Patterns from the Census Bureau. Brent Tucker, CPA, prepares business and owner returns for Lodi practices.
Sound familiar?
More owners, more entities, more returns.
As a practice adds partners or separate entities, the filings multiply. The practice’s returns are coordinated with each owner’s return.
You need a clearer view of how the practice is performing.
Monthly statements show what comes in, what it costs to run the practice, and what remains — explained in plain terms.
A major decision is on the horizon.
A new provider, new equipment, a second location. Talk it through with Brent before you commit, with the tax consequences in view.
Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.
How we help.
Monthly accounting
Current books and financial statements.
Business and owner returns
Prepared together.
Services and starting prices.
- 01
Accounting + Tax + Planning
From $900/moMonthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.
Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms
- 02
Monthly Accounting
From $400/moTransaction categorization, account reconciliations, financial statements and regular accounting support.
- 03
Tax Preparation
From $300Individual returns (federal and one state) from $300; business returns from $750.
Starting prices. Your scope and price are agreed in writing before work begins.
Work directly with Brent.
Licensed CPA · 10+ years in public accounting · Member, AICPA and MICPA
Brent has served medical and professional-services clients throughout his career, at a boutique firm and at a large national accounting and advisory firm.
Brent Tucker is a CPA licensed in Michigan and serves clients in other states under applicable CPA mobility provisions.
More about BrentLodi at a glance
50
physician offices with paid employees in the ZIP codes 95240 and 95242 that serve Lodi
Source: U.S. Census Bureau, ZIP Code Business Patterns 2023
Tax offices for Lodi medical practices
City of Lodi Finance Department
City business tax and licenses.
310 W Elm Street Lodi, CA 95240
Phone (209) 333-6717
San Joaquin County Treasurer-Tax Collector
County property tax collection.
44 North San Joaquin Street First Floor, Suite 150 Stockton, CA 95202
Phone (209) 468-2133
California Franchise Tax Board (income tax)
State tax and revenue agency.
Phone 800-852-5711
IRS Taxpayer Assistance Center - Stockton
Federal tax help in person.
4643 Quail Lakes Dr., Suite 202, Stockton, CA 95207
Phone (209) 476-7501
A Lodi practice has contacts at four levels of government, and all four are listed on this page. The City of Lodi Finance Department is the city office for local taxes.
In San Joaquin County, the San Joaquin County Treasurer-Tax Collector collects property tax. California Franchise Tax Board (income tax) is at state level, and IRS Taxpayer Assistance Center - Stockton is at federal level.
For the practice itself, Brent Tucker, CPA, handles monthly accounting with transaction categorization, account reconciliations and financial statements. Year-round CPA access means a decision about a new provider or a second location gets talked through with tax consequences in view.
Source: each office's official website, checked October 16, 2026.
GET STARTED
Let's talk about your numbers.
Tell us a little about your business or situation, and Brent will reply personally. No office visit needed — meetings are by phone or video, wherever you’re based.
Call 888-762-4370 · Email brent@brenttuckercpa.com · Prefer to pick a time? Book a consultation online