Accounting and tax for medical and professional 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.

• Proactive tax planning

  Through the year, not after it.

• Year-round CPA access

  Directly with Brent.

Services and starting prices.

• 01

  Accounting + Tax + Planning

  From $900/mo

  Monthly 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/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

• 03

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

Starting prices. Your scope and price are agreed in writing before work begins.

Already have an accountant? See how switching works.