
25+ Years Advisory Experience
Integrated Medical Practice Accounting + Tax Strategy
Multi-State Advisory Expertise
EA, LTC, CTP, CFEI Credentials









We Are Strategic — Not Just a Medical Practice Accountant
Integrated Tax + Financial Strategy
25+ Years Experience Serving Established Businesses
EA, LTC, CTP, CFEI Credentials
Multi-State Business Expertise
Entity Structure Optimization Expertise
No. We are not a transactional tax prep service. We provide ongoing advisory as a specialized medical practice CPA and healthcare CPA, focused on proactive planning and long-term tax reduction.
We work with established, revenue-generating medical and dental practices. Our advisory model is designed for profitable owners seeking strategic growth and tax optimization.
Our focus is advisory and integrated healthcare accounting services tied to tax strategy. We do not position ourselves as a basic bookkeeping service.
Yes. We support multi-state and nationwide businesses.
Apply for Priority Advisory Enrollment to see if your medical or dental practice qualifies for our ongoing tax strategy and advisory program.

Mon–Fri: 9AM–5PM
Oregon: 4545 SW 96th Ave, Beaverton, Oregon 97005
Idaho: 2020 Blaine Street, Caldwell, Idaho 83605
Connecticut: PO Box 271356, West Hardford, Connecticut 06127
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