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Professional Tax Preparation and Advisory

Service for Medical and Health Care

Practitioners & Technicians

(Plus tax deduction information)

(MD, DDS, PT, CRNA, NP, CCRN, RN, CST, LPN, CNA, HHA, PCA).

Thanks for logging-on to this webpage to get RELIABLE and DETAIL information that pertains to your industry. We are READY to work with you, if Exceptional Results and Peace-of-mind are Important to you. Our client's testimonial from our survey report is at the bottom of this page.

***NOTE:-For Tax Year 2023, the IRS has collected US$4.7 Trillion; and paid US$659 Billion in 2023 Tax Refunds.The balance is used to fund social programs and the national debt, according to the report from the Treasury Inspector General for Tax Administration(TIGTA). For Tax Year 2024, The IRS will start accepting Individual / Personal Tax Returns on January 15, 2025; and Corporation Tax Returns on JANUARY 16, 2025. The DEADLINE for filing a Corporation tax return is MARCH 15, 2025. IRS Late Filing Penalty for a Corporation is $250 per month.

We are proficient at managing Clients expectation. Our  Website has over 1,020,000 readers. Some of them are Clients, some of them are Paid Subscribers, and some of them are searching for a Tax-Accountant or Business Advisor that has the EXPERTISE("Industry-Specific Knowledge"), SHARED-PASSION, and COMMITMENT they need to accomplish their goal/mission.

We have saved our Clients a total of $450 million in taxes. Hence, they have more LIQUIDITY (Cash-flow, Disposable Income, and Working Capital) that enabled them to maintain their Personal and Business Financial Obligations and Credit-worthiness. What do you want us to do for you, TODAY?

**Tax Tip:-Up to 20% of your Business Income is TAX FREE(IRC 199A), if you own a Practice; or if you have Self-employed income.

**Tax Tip:-Research & Development Cost (R&D). Full deduction now - (IRC-174); OR deductions over 5-yrs (IRC-174b). That is in addition to your Business Operation Expense deductions(IRC-162, 179, 212, etc.); and other Tax Credits.

Clients:-We are proficient at managing Clients Expectation. We have prepared and file PRESENT and PRIOR years Tax Returns, on a Case-by-Case Basis, for over 300 Medical & Health Care Clients WITHIN 1 to 5 days AFTER we received ALL the information to prepare each tax return. They are Employed in NY, NJ, CT, PA, GA, FL, NV, & CA. Testimonials that we have received during our Annual Clients Survey are overwhelmingly impressive.

Clients can come to the office; OR IF THEY PREFER, they can pay their choice of courier (FedEx; Post Office; UPS; DHL) and send us their ORIGINAL documents. As usual, we give them up to $30 credit; and we pay the Post Office (regular delivery rate) to return their documents and a copy of the Tax Return that we prepared for them. 

The Price:- The price to prepare a simple Tax Return is $280. Itemized Tax Returns STARTS at $400; and a Corporation, LLP, LLC or Self-Employment Tax Return STARTS at $1,275. The fee is Tax Deductible. We are proficient at managing clients expectation. We will give you exceptional results and peace of mind; and we will keep you smiling. 

Our Tax Database:- Our CONTINUALLY Updated Tax DATABASE contains over 1,000 Tax Strategies that are unique to your Profession and your Industry. It enables us to use the BEST Tax-efficient Structure(regulatory tax loopholes, deductions, exemptions, credits, exclusions, deferrals, loss carryover/carryforward, etc. in the continually changing Tax Laws). We will MINIMIZE your tax liability; and MAXIMIZE your Cash-Flow and Disposable Income without raising a red flag. Hence, our clients have NEVER been audited by the IRS or State.

***Top Coding & Billing Agencies:- MaximStaffing.com; AgsHealth.com; OutsourcedBilling.com; VGABilling.org; CareCloud.com; EmediBilling.com; MajesticMedicalBilling.com.

***Top Hospitals Are Hiring:- (NY.,NJ.,CA.,GA.,CT.,FL):- 

NY:-Nyp.org;  Mskcc.org; Hss.edu; Nyulangone; Montefiore.org; Northwell.edu; Valleyhealth.com; Mountsinaihealth.org;  Stonybrookmedicine.edu;  Maimonidesmed.org; Chsli.org; Atlantichealth.org.

NJ:-Hackensackumc.org; f4mmc.org; Valleyhealth.com.

CA:-Uclahealth.org; Careers.sharp.com; Cedars-sinai.org. 

GA:-Wellstar.org; Nghs.com; Gradyhealth.org.

CT:Greenwichhospital.org; Daykimball.org;Gaylord.org. 

FL:-Leehealth.org; Mayoclinic.org; Adventhealth.com.

Time Management is VERY important to us. CONTACT us when you are READY to do BUSINESS WITH US.  Lets get to the SPECIFICS and cut through the noise and confusion that everybody is making.

Tax DEADLINE:- The deadline for filing a Corporation Tax Return is MARCH 15; and an Individual Tax Return is APRIL 15. You can AVOID paying a Late Filing Penalty of $250 to the IRS; and $200 to each State PER MONTH. Go to IRS.GOV and file Federal Extension Form 7004 for Corporations; and Form 4868 for Individuals. From INSIDE the USA,  call the IRS (800)829-4933 and (800)829-1040, from 7:00m Eastern Standard Time(EST). From OVERSEAS, (267) 941-1000 and (313) 234-6146, From 8:00am (EST).

General Information:-

#1) We are quite familiar with your Industry Practices, IAHSS Reports, Revenue & Expense/Expenditure Allocations, R&D expenses, and Regulatory Compliances. We SPEAK your LANGUAGE(Chronic & Acute Problems); so it is easy for you to communicate with us ( Primary, Critical, In-Patient, Out-Patient/Ambulatory Care:-(Patients Visits; Examinations; Admitted Patients; Emergency Room/Ward/Department; Referring Physicians; Diagnostic Tests & Procedures; Medication; Surgical & Specific Procedures; Insurance Carrier; Pre-Authorization; Co-payment; Re-imbursement; Advance Beneficiary Notice; Diagnostic & Procedural Coding/Billing; Claims Submissions; Transfers; Discharge; Follow-up; Home Visits, etc.).

#2) Regulatory Compliance:(HIPAA; FDA; OSHA; AHIMA; Medicare; The Federal "No Surprise Act" that took effect in January 2022; and Medical Board Guidelines).

#3) Other Reports we have read:-(The Center for Disease Control & Prevention(CDC); The Occupational Safety & Health  Administration(OSHA); The National Alliance on Mental Illness(NAMI); The International Association for Healthcare Security & Safety(IAHSS).

#4)Tax Codes we use:- 1, 2, 55, 61, 63, 67, 132, 162, 167, 168, 170, 174, 179, 197, 199A, 212, 248, 274, 280, 401, 441, 446, 6013, 6015,  7703, etc.); PLUS IRS Publications 502 & 969; PLUS IRS 48 hours of Mandatory Annual Continuing Education.

#5)Tax and Research Companies we use:-American Medical Association(AMA); American Dental Association(ADA); CCH; Thompson Reuters; Prentice-Hall; WG&L; BNA; and RIA. They are the best/legendary, and they are use by IRS Auditors. Hence, you are in capable hands with us. 

#6)Other Clients we serve:- Real Estate Owners (Residential and Commercial); Transportation Owners and Workers (Land, Sea, and Air); Contractors & Skilled-Trades Workers; and  Entertainers/Artists (Music, Fashion, Films/movies, and Sports).

Who are our clients:- Our Database shows they are over 300 medical professionals. Some of them are new clients; and some of them have been our clients for many years. They are:-

• Dentist; Urologist; OB/GYN; Podiatrist; Cardiologist; Internal Medicine; Ear, Nose & Throat; Anesthetists; Physical/Restorative Therapists; Pharmacy; Medical Laboratories; and Medical Technicians.
• MD, CRNA & RN (Visiting, Travelling, & Community).
• Per Diem Nurses (RN, LPN & CNA).
• Adult Family Care Homes (Assisted Living).
• State-licensed Marijuana Dispensaries(IRC Sections:- 280E; 263(a); 471; and 20% income exemption under IRC 199A. This Industry is Legalized, Regulated, and Rigorously Monitored and Audited by States and the IRS("The Corporate Transparency Act".).

Services We Provide:-

• Individual Tax Planning and Preparation. (Preparing for unforeseen contingencies-IRC section 6402(c)for delinquent Child Support payments and default on Student Loan); and changes in tax rate/bracket; and Identifying and prioritizing other key risks; and assisting with practical solutions, Including the Tax Aspects of Marriage, Separation, and Divorce - IRC Sections 1, 2, 6013, 7703, etc.
• Financial and Investment Planning. (Identifying key Risk Areas and assisting with Practical Solutions Practitioners are adapting to the pandemic by stocking up before supplies get expensive. They are operating more efficiently by finding out the specific reason for a patient visit beforehand, and figuring out the billing in advance (The "No Surprise Act"). They have become more versed in accessing government relief programs; and they are keeping more rainy day funds (Contingency Funds Reserve).
• Individual Tax Preparation(Single State, Multiple-States, Part-year residence, and Non-residence Tax Credit.
• Business Tax preparation (S-Corp., C-Corp., LLP., and LLC., for high risk occupations).
• Accounts Receivable Collection (Risk Management):-We can collect money from people that owe your Private Practice money and refused to pay. Give us the contract(s) that you had signed with each dead-beat.
• Real-Estate Advisory & Tax Preparation (Leasing, Buying, Exchanging, Inherited, Selling, etc.).
• Medical Practice Valuation (Buying or Selling).
• IRS and State Tax Problem Resolution:- (Payroll tax audit; Failure to reply; Collection appeals; Delinquent tax returns; Prior years tax owed; Penalty abatement; Wage garnishment; Innocent spouse forgiveness; Tax refund seizure; etc.).You can read for FREE Chapter 2, pages 11-20 in my best selling book,"Sweet Success" by Clemson Barry on Amazon.
• Consultation:- Medical plans; COBRA; Disability Retirement; Pension plans (IRA; Roth; 401K; 403B; Keogh; SEP; Social Security; Medicare; Medicaid; Medigap or Supplemental plans; HSA; Archer MSA, etc).

What we want from you

1)Your Cell Phone number and E-mail address for quick communications (we work quickly).

2)A paper copy of the last tax return you filed if you are a New or Former client.

3)Birth Certificate and Social Security Card for each person you are claiming on your tax return; and information from the Day Care Center or Baby Sitter you paid.

4) Give us those letters you received from the IRS and States, including the letter you received from the IRS with the IP PIN number that was assigned to you to put on your tax return(Identity Protection Personal Identification number).

5)We need a paper copy of your Drivers license or State ID; AND a copy of your spouse Drivers License or State ID.(Started in 2016, the IRS & State require information on this document be included on ALL tax returns to help deter Identity Theft). IRS (800) 829-1040 from 7am EST.

In Addition:-

A) If you are Employed at a Hospital, Nursing Home, or Medical Office:- We need your Forms W2 from your employer; Forms 1099 for Pension, Social Security, Unemployment, and Disability Income you received; Forms 1099 Interest and Dividends from your Banks and Brokerage Company; Forms W-2G for Gambling  Winings from Casions, State Lottery, & Race Track; Forms 1098-T for college tuition you paid; AND a list of your job related expenses and home office expenses - (IRC Sections:- 1, 2, 55, 61, 63, 162, 199A, 280, 613, 6013, 6015, 7703, etc).

B) If you own a Private Practice, or you are Self-employed:- We need an Analysis of your operating/overhead expenses PLUS the business Gross Income and Forms 1099 from the the Hospital and/or Insurance Companies that paid you in accordance with your PMA/PSA Arrangement or Agreement (Managed Care Contract). In addition, we need to know the amount of Cash and Credit Card (Co-pay) that you received from your patients. In addition, we need the Forms 1099 for Pension; Social Security; Mortgage Interest, Savings Interest; Dividends; Forms 1098-T for college tuition you paid; Forms W2-G for gambling winnings from Casinos, Sports betting, and State Lottery, etc. (There are more demands for Transparency and IRS Auditors are looking closely at those sources of incomes- (IRC Sections:- 1, 2, 61, 62, 162,167, 179,  199A, 274, 280, 351, 401, 441-446, 761, 3402, 6017, 6072, etc).

C) If you are a Travelling/ Community/ Visiting, Doctor or Nurse:-We need the amount you paid for Medical Supplies, Office Supplies, Taxi, Airlfare, Lodging, Meals, Lease vehicle payments, Gas, Insurance, Repairs, Agency Fee, FROM your travel log; OR you can take the DOT/IRS standard milage rate of 62.5 cents per mile. We also need Forms W2 and Forms 1099 from Unemployment, Social Security & Disability; Forms 1099 from the Hospital and Employment Agencies that paid you; Forms W2-G for gambling winnings from Casions, State Lottery, Race Track, etc.; Forms 1098-T for college tuition you paid; PLUS an Analysis of your home office expenses.(IRC Sections:- 55, 61, 63, 162, 170, 179, 199A, 280, 6013, 6015, 6017, etc.).

D) If you own a Private Home, Vacation Home, Time Share; or live in a Gated Community:- We need the Mortgage Interest; Real Estate Tax; School Tax; Village Tax; Town Tax; Community Tax; Sales Tax you paid for your Boat and Automobiles; and Home Owners Association (HOA) dues/fee you paid on each property. (If this is the first time you are disclosing this property on your tax return, we need The Closing Documents that you received from your Attorney/Lawyer when you bought the property).

E) If you own a Condo or Co-op:- We need Forms 1099 that show Mortgage Interest you paid your bank; PLUS the Letter/Statement you received from your Condo Board or Co-op Association that shows the number of shares own(Co-op) and the mortgage Interest and Real Estate Tax you paid from the Maintenance Fees you paid.

F) If you own one or more Rental Property:- We need the amount of Rent you collected from each property; and an analysis of the Repairs and Operating Expenses that you paid for each property. Plus the Mortgage Interest and Property Tax you paid on each property.(IRC Sections:- 61, 162, 168, 199A, 1006A, etc.).

G) If you Sold a Property during the Tax Year:- We need Form 1098S and the Closing documents you received from your Attorney.

H) We need your Credit Card or Bank Account Information to pay for this service.

Our Job Related Education

• MS Taxation and MBA Business Admin.
• IRS Enrolled Agent (1989 to present).
• Insurance Broker (Property & Casualty).
• AAPC; OSHA; FDA; HIPPA and AHIMA continuing medical/health education.
• Health Insurance/Medicare/Medicaid/HSA and COBRA annual continuing education.
• IRS 48 Hours of Mandatory Annual Continuing Education.

Testimonial from Clients Survey:- "I dread going to a tax office during tax season. Barry told me what to send and I mailed him those documents. In a couple of weeks I received my tax refunds, a copy of my tax return, the documents I sent him, and a gift. That was Amazing!"  - Dr. Anette, P. (Ventura, CA.).

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