Medical Clients Services

(tax deduction checklist below)

Over 200 tax returns are prepared annually for clients in the medical profession. They are:

	Dentists
	Medical doctors
	Restorative therapists
	Veterinarians
	Nurses & visiting/community nurses

Fees are charged on a case-by-case basis. The services offered are custom-made to meet your specific needs.

	Individual, federal, and multi-state tax returns
	Corporation tax returns
	IRS and state tax resolution
	Practice merger/acquisition
	Partner(s) entering or exiting & joint venture arrangements
	Managed care contract review
	Cash flow (fee schedule negotiations with payers)
	Reimbursement methodologies
	HIPPA title 1 & 2 compliance audit
	Billing/coding support (member: AAPC & AHIMA)
	Prepare/review plan for investment in another industry

Tax deductions (partial list): Uniform & maintenance, equipment, instruments & kits, specialty tuition and board examination fee, union & professional dues, seminars/conventions, publications/reference books, wages, salaries, taxes, state license fees, DEA registration fee, all insurance, office rent, utilities, sanitation, accounting & legal fees, all leases, automobile travel expenses, repairs, medical & product supplies, patient/job search, outsourcing, advertising, parking & tolls, etc.

**If you are a physician transitioning from residency/fellowship, then your tax situation is unique. You may have purchased a residence or equity share in a rental property and relocated to a new area and are wondering what real estate and moving expenses are deductible. Also, you or a visiting/community nurse may have used your vehicles to travel to multiple locations during the same day, as a requirement of your job, without receiving reimbursement for gas, repairs, insurance, lease payments, etc. Bring me your record and travel log. My experience serving a diverse clientele will ensure that you receive all of your deductions.**

Click here for "Business Taxes, Accounting, & Strategic Planning"

Click here for "Real Estate Taxation"

Click here for "Financial Planning & Wealth Management"

Click here for "Tax Appeals/Representation"