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CPA CFP Tax Accountant Accounting Los Altos, Menlo Park, Palo Alto, Mountain View, Oakland, Pleasanton, Silicon Valley, Bay Area

We are focusing on financial planning for doctors, dentists, and other healthcare professionals. 

We believe that doctors, dentists, and other healthcare professionals should focus on caring for their patients, rather than struggling with complicated accounting and tax issues. We have relieved many healthcare practitioners from this burden and turned many distressed medical practices toward healthy financial practices. We can handle your finances, from your business cash budgets and financial statements to your personal retirement and income tax planning. 


We understand each medical practice has different situations and unique dynamics, so we strive to bring new ideas and solutions to help you manage your practice more efficiently. Our systematic approach can identify your practice's weaknesses, as well as opportunities to simplify internal processes, save on expenses, and maximize growth. 


We’re always here to answer your questions when you need timely guidance in making important financial decisions that affect your medical practice. 

CPA CFP Tax Accountant Accounting Los Altos, Menlo Park, Palo Alto, Mountain View, Oakland, Pleasanton, Silicon Valley, Bay Area

Some questions to consider:


  • What is the value of my medical practice?


  • When, where, and how do I sell or buy my medical practice?


  • Is my dental practice maximizing its profitability? 


  • How do I know if my office manager is stealing from my assets?


  • Can I deduct my charitable medical care?


  • Am I ready for an associate? Can I afford one?


  • Should I buy or lease medical equipments or devices?


  • How can I increase my income without working more hours?


  • What is medical practice goodwill and how do I protect it?


  • How do I maximize my practice’s value when I am ready to sell?


  • Should I use a medical CPA that specializes in medical accounting?


  • How do I transition from an associate to a practice partner?


  • What risks do I take when I purchase or sell a practice?


  • Is my practice maximizing its profitability?


  • How does my practice compare to others?


  • How long should I have a realistic plan for retirement? 


  • I have never had to consider “Financial Planning” as part of my athletes’ lives. Can I get the customized financial education?


  • As an athlete, can I get the consulting service that creates substantial cash flow and wealth?


  • Can an athlete get the customized retirement and estate planning services like an entrepreneur?



Are you curious about or struggling with the questions above? The situation of each medical practice or athlete is different; this is why we are here to help you out. Just contact us to get the customized answers!



CPA Milpitas CPA CFP Tax Accountant Accounting

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