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.  Our team of experienced professionals work with healthcare systems, independent living, assisted living, primary care, and nursing homes. In addition, we work with private-equity owned physician practices, surgical centers, physical therapy centers, dental groups, and sole practitioners with growing practices.  Home health organizations, medical equipment and leasing companies, behavioral hospitals, and pharmacies are also segments of the healthcare industry where we have significant experience.

Our team knows and understands the nuances of dealing with:

  • Accountable Care Organizations (ACO)
  • Medical Homes
  • Health Information Exchanges (HIE)
  • Electronic Health Records (EHR)
  • Independent Physician Associations (IPA)
  • Health Insurance Exchange markets
  • Healthcare service companies


Assurance and Advisory Services:

The audits we perform are normally required by the entities’ banking relationship or at the request of the owner. 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


Other Services We Provide:

  • Outsourced Accounting Solutions through WP Edge
  • Full service bookkeeping, payroll, budgeting, and cash management services
  • Retirement Plan Design & Asset Management
  • Stock Option Planning
  • Profit Sharing Plans
  • Safe-Harbor 401-K
  • Defined Benefit Plans
  • Cash Balance Plans
  • Physician Wealth Management (Visit the WPWealth website to read more)
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Josh Agren

Audit Partner

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Jon Karp


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Shane Miller

WPWealth Partner