About Us

CPA4doctors is designed exclusively around the financial and operational realities of medical practices. Instead of offering one-size-fits-all accounting, we focus on the complexities physicians face—practice structures, compensation models, compliance requirements, and long-term financial planning. Our role extends beyond tax filing to helping doctors gain clarity, control, and confidence in their financial decisions.

Our pricing is based on the type and scope of services required. We offer structured service packages, ongoing retainers, and project-based engagements depending on your needs. Fees are determined by factors such as practice size, entity structure, transaction volume, and reporting requirements, ensuring transparent and predictable pricing without surprises.

We are competitively priced within the healthcare-focused CPA space. While we are not positioned as the lowest-cost option, our services are designed to deliver strong value through risk reduction, improved tax efficiency, and better financial decision-making—often resulting in savings that exceed the cost of engagement.

Yes. Clients who engage multiple services, such as accounting, payroll, and tax planning, may qualify for bundled pricing. We also offer incentives for long-term engagements and referrals, allowing physicians to receive comprehensive support at a more favorable overall cost.

All documents are shared through our secure client portal, which allows encrypted uploads and centralized access to financial records. This ensures confidentiality, efficiency, and compliance with privacy standards. Exceptions for physical documentation may be considered on a case-by-case basis.

Yes. We assist physicians with IRS and state tax matters, including notices, penalties, payment plans, and compliance issues. While outcomes cannot be guaranteed, we develop strategic approaches to minimize financial impact and guide communication with tax authorities. When legal representation is necessary, we coordinate with experienced tax attorneys.

We do not perform audits or financial reviews directly. However, when assurance services are required, we work closely with trusted partner CPA firms that specialize in audits and reviews, ensuring alignment with your broader financial strategy.

Yes. Many clients choose ongoing advisory relationships, which allow us to develop a deeper understanding of their practice, income structure, and long-term goals. This approach enables proactive planning, consistent oversight, and more effective financial support over time.

We are happy to discuss our experience working with medical professionals across various specialties. While maintaining client confidentiality, we can share relevant insights and examples that demonstrate how we support physicians in managing and growing their practices.

Getting started is simple. Contact CPA4doctors to schedule an initial consultation where we’ll review your situation, discuss your goals, and outline how we can support your practice. From there, we’ll define next steps and move forward with a clear, structured plan.