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Physician Healthcare Practices

One of the areas that our CPA firm has specialized in involves the healthcare industry and medical practices. This specialized focus provides a depth of knowledge about the needs of the medical professions which is unmatched by most accounting firms in Texas and surrounding states. Our services for physicians include tax preparation, financial statements, accounting, payroll solutions, tax planning, assisting with financial planning, practice valuations, estate planning, budgeting, equipment leasing, computer consulting, new practice setup, buy-sell agreements, salary and benefit surveys and business brokerage, to name a few. 


Our principals have over 80 years combined experience in private industry executive management positions (CFO, Tax Director, Director of Internal Audit, Director of Financial Planning/Analysis and President) and in some cases have started and owned their own companies. They have worked in both public and privately held companies. Many of our principals and employees came from Big Four accounting firms and Fortune 500 companies. We have an appreciation for the level of training and experience gained from these firms. As a result of the team approach we have created, and our level of expertise, we believe we are more responsive to our client's needs. We are also one of the few CPA firms that are affiliated with two CPA/Tax attorneys that meet with our clients as needed, in our offices or your office.

Assistance with the Purchase and Implementation of Computer Systems

To effectively manage a medical practice in today's world, a practice should be computerized. We can assist in making recommendations on the purchase of hardware and implementation of a new system, or in upgrading old systems. 

Planning for the Future

In addition to financial detail work, we advise and assist physicians in planning for the future. We suggest ways to increase office productivity. We work with several sources to provide advice on life insurance matters and personal investment options. We can assist in developing pension plans, and in estate and retirement planning. We can also help fine tune tax strategies and make sure you are operating in the most tax efficient entity. We help clients maximize their success and avoid financial trouble by maintaining regular contact with their financial advisors and accountants. 

Regular Reviews and Contact with a Principal

Throughout the year one of our principals visits with each client to review goals and to address questions that come up in their practice. We encourage our employees to see themselves as an entrepreneur or partner to your business versus simply as an accounting vendor providing services. 

Dedication and Access to a Firm that Cares

Our clients realize that we work hard to make a difference. They appreciate our staff's dedication to their needs. Each client is assigned to a specific team member, who owns the client account, providing personal attention to the client and easy access to our firm and to prevent bottlenecks. Clients benefit from an integrated team approach, however, where the team can provide a wide array of services. The broad skills of the team and each team member can then be drawn on as needed to provide the very best services to each client situation. 

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