The healthcare industry, in general, is poised for tremendous growth and change in coming years. We make it a point to stay on top of today’s rapidly changing healthcare landscape to understand the mounting challenges you face. You can take comfort in knowing that our depth of industry-specific expertise will help you strike a healthy balance between practicing medicine and managing your business.

We offer a full range of tax and financial services for doctors, dentists, orthodontists and healthcare professionals.

Services include:

Business Assurance

  • Financial statement audits, reviews and compilations
  • Financial reporting and accounting for closely held businesses

Business Advisory Services

  • Business valuation
  • Debt covenant analysis
  • Loan proposal solicitations and reviews
  • Stock transfer and change of ownership
  • Transaction negotiations
  • Turnaround assistance


  • General ledger bookkeeping and analysis
  • Preparation and analysis of financial statements
  • Bookkeeping and accounting
  • Software evaluation and implementation

Tax Services

  • Federal tax – business and individual
  • State and local tax
  • Multi-state income tax
  • Tax planning and preparation for closely held businesses
  • Sales and use tax compliance and consulting
  • Credit and incentive eligibility reviews
  • Nexus reviews

Business Planning

  • Strategic business planning
  • Forecasts and projections
  • Management transition and succession planning
  • Compensation and incentive planning
  • Financial planning

For more information on our Healthcare Industry Services, please contact Rick Chrisman, CPA, Shareholder or Peggy Murphy, CPA, Shareholder, at 616-949-3200.