The average medical practice owner overpays by $80K–$250K+ every year because their CPA files returns instead of engineering wealth. We don't do tax prep. We build tax intelligence systems that turn the income you already earned into the wealth you actually deserve.
That $400K laser, that imaging suite, your build-out — your CPA is depreciating it all over 7–39 years. With a cost segregation study and strategic bonus depreciation, we reclassify and accelerate deductions so your most expensive investments pay for themselves in year one, not year fifteen.
Most practice owners pay themselves a straight salary and their CPA calls it done. But the difference between a W-2 salary and an S-Corp distribution strategy — combined with a defined benefit plan that shelters $100K–$300K per year — is the difference between retiring at 55 and retiring at 70. Your compensation structure is your biggest tax lever.
The Research & Development (R&D) tax credit isn't just for tech companies. If you're developing treatment protocols, implementing new clinical workflows, or integrating technology into patient care — you qualify. Add the Employee Retention Credit lookback and WOTC for clinical hires, and you're leaving credits on the table every quarter.
A med spa owner with 3 locations and $2.8M in revenue came to us paying $196K in annual taxes. Their CPA had been filing returns the same way for 4 years. Here's what happened in the first 90 days.
"My CPA had no idea what a cost segregation study was. I was depreciating $600K in equipment over 7 years when I could have taken it all in year one."— Med Spa Owner, 3 Locations
We analyze your returns, entity structure, and depreciation schedules. You'll see exactly where you're leaving money and how much you can recover.
Your dedicated strategist builds a multi-year plan: cost segregation, entity restructuring, retirement funding, credit capture — all mapped to your growth plan.
We execute the plan, file amended returns where applicable, and meet quarterly to adjust as your portfolio grows. Every new practice or location launches tax-optimized from day one.
Your CPA files returns. We engineer tax outcomes. Most CPAs are compliance-focused — they record what happened. We build a proactive strategy that determines what should happen: entity restructuring, cost segregation, credit capture, and retirement funding — all coordinated into a multi-year plan. We work alongside your CPA, not against them.
We'll analyze your current returns, entity structure, and depreciation schedules and show you exactly where you're leaving money. You'll walk away with a clear picture of your savings opportunities.
Everything we recommend is fully IRS-compliant and well-documented. Cost segregation, WOTC credits, entity structuring, and retirement funding strategies are all explicitly sanctioned by the tax code. We build defensible positions with complete paper trails. In fact, having a proactive strategy often reduces audit risk because your filings are more precise and better supported.
Most clients see meaningful impact within 90 days. Amended returns for prior years (2022–2024) can unlock immediate refunds, and structural changes like entity restructuring and cost segregation typically produce results in the first tax cycle. Our blueprint is delivered within 2 weeks of your review.
No. We complement your existing CPA — we focus on strategy while they handle compliance and filing. Many of our clients keep their current CPA for day-to-day bookkeeping and returns while we handle the strategic layer. If you don't have a CPA, we can handle that too.
Your next hire won't fix your tax problem. Your next CPA won't either. You need a system that turns every piece of equipment, every procedure, every provider into a strategic tax advantage. That's what we build.
Tell us about your business and we'll identify every savings opportunity available to you.