As a leader in the healthcare industry, your priority is delivering the highest quality patient care and provider support. Since the landscape of the healthcare industry is constantly changing, it is imperative that you have a trusted business advisor to navigate you through each step of the process. The Whitley Penn Healthcare team provides audit, tax, and consulting services tailored to the nuances that span across a myriad of healthcare settings. Together, we’ll manage your business challenges so that you can focus on what matters most – your patients and providers.

Assurance and Advisory Solutions:

The audits we perform are normally required by the entities’ banking relationship or at the request of other stakeholders. We consult with clients who plan to sell in the future to ensure that the audit needs are met prior to the anticipated sale date.

Tax and Compliance Planning:

Our full-service tax practice provides federal and state income tax return preparation and planning for healthcare structures that include:

  • Professional Associations
  • Professional Limited Liability Companies
  • Limited Liability Partnerships
  • Corporations and S-Corporations
  • Nonprofit medical organizations

Outsourced Accounting Solutions through Client Advisory & Accounting Services include:

  • Monthly accounting functions:
    • Bank reconciliation
    • Process accounts payable
    • Expense reporting management
    • Month-end close
  • Assessment & selection of various accounting technologies
  • System implementation & managed support services
  • Tax compliance
  • Financial reporting including metrics and KPI’s
  • Fractional or outsourced Controller & CFO services
  • Cash flow forecasting
  • Cash balance plans
  • Budget planning

Additional Solutions:

  • Defined Employee Benefit Plans
  • Retirement Plan Design & Asset Management
  • Stock Option Planning
  • Profit Sharing Plans
  • Safe-Harbor 401-K
  • Physician Wealth Management (Visit the WPWealth website to read more)
  • HIPAA and SOC II + HITRUST Solutions
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Josh Agren

Audit Partner

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Jon Karp


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Daniel Boarder

Transaction Advisory Partner