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Professional Tax Preparation for

Medical & Health Care Professionals.

(Plus tax deduction information)

Top Hospitals Are Hiring(NY.,NJ.,CA.,GA., CT., FL):- Nyp.org;  Mskcc.org; Hss.edu; Nyulangone; Montefiore.org; Northwell.edu; Valleyhealth.com; Mountsinaihealth.org;  Stonybrookmedicine.edu;  Maimonidesmed.org; Chsli.org; Atlantichealth.org.

Hackensackumc.org; f4mmc.org; Valleyhealth.com.

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

Wellstar.org; Nghs.com; Gradyhealth.org.

Greenwichhospital.org; Daykimball.org; Gaylord.org. 

Leehealth.org; Mayoclinic.org; Adventhealth.com.

You care for us, and we care about you. We cherish those old school principles(Duty-of-Care / Fiduciary responsibility). This is your time to hire the right Tax-Accountant who is Relevant and Transparent; and has the Expertise, Empathy, and a Proven and Verifiable Track Record in your industry for over 30-years. Lets get to the Specifics and cut through the noise that everybody is making.

***NOTE:-Up to 20% of your BUSINESS INCOME is TAX FREE.(Qualified Business Deduction).

***NOTE:-Get our monthly personal & business expert advice and tax planning tips (This entails the Tax Impact on every personal and business transaction that you plan to undertake;and the best Tax-efficient Structure that will MINIMIZE your TAX LIABILITY and INCREASE your Cash-Flow and Disposable Income).

***NOTE:-Accounts Receivable Collection (We can collect money from people that owe your Company or Private Practice money and refused to pay you. Give us the contract(s) that you had signed with each dead-beat).:- Risk Management.

We Prepare Tax Returns on a Case-by-Case Basis for over 300 new and regular Medical & Health Care Clients in NY, NJ, CT, PA, GA, CA, FL, & NV. Clients can come to the office, OR IF THEY PREFER, they can FAX us their information; OR send us their documents by FedX. Post-office, UPS or DHL.(We give them $30 credit for printing & mailing). Tax Return is completed in 2 to 5 days AFTER we receive ALL the information. Time Management is VERY important to us. Call us when you are READY to do business with us.

We have the expertise to help you overcome ANY tax challenges that you are experiencing. We keep up with current developments in this industry and we use every Regulatory Tax Loophole, deduction, exemption, credit, exclusion, deferral, and loss carryover (carryforward), etc. in the New Tax Laws to help clients keep more of their money. We ensure every assignment is completed Quickly, Efficiently, and Accurately. Clients get Exceptional Results and Peace-of-mind. They breathe a BIG sigh of relief with a BIG smile on their faces.

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 $220 to the IRS and $200 to the State PER MONTH. Go to IRS.gov and file Extension Form 4868, for Individuals and Form 7004 for Corporations. The IRS number is (800) 829-1040 from 7am Eastern Standard Time.

The price to prepare a Simple Tax return is $280. Itemized Tax Returns START at $400; and a Corporation or Self-Employment Tax Return STARTS at $1,275. 

The fee is Tax Deductible. It is an INVESTMENT you make to MINIMIZE you Tax Liability and keep more of your money(Disposable Income). PLUS you are in Capable Hands because we are proficient at managing expectations; and we have a proven and verifiable track record. Therefore, you get Peace-of-mind and Exceptional Results, and you have NOTHING to lose ("The multiplier effects"). Testimonials that we have received during our annual Clients survey are overwhelmingly impressive. Compare that alongside the Total Amount of money you MAY have LOST in the Stock Market, Crypto Currency, Casinos Gambling, Race Track Betting, Sports Betting, Lottery Tickets, and people that owe you money and will never pay you (The Oppprtunity Costs):- A Reality Check.

We are quite familiar with your Industry Practices, Revenue & Expense Allocations, R&D expenses, and Regulatory Compliances. We speak your language; so it is easy for you to communicate with us (Chronic and Acute Problems). Primary, Critical, In-Patient, and 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.).

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

We thoroughly analyze the details that our medical clients give us against our annual compiled list from changes in the Tax Laws; and we formulate a strategy that provides a Myriad of tax-breaks/tax write-offs:- (regulatory tax loopholes, deductions, exemptions, credits, exclusions, deferrals, carryovers, etc.),in the New Tax Laws. 

Tax Codes we use (Costs Segregation):- 1, 2, 55, 61, 63, 67, 132, 162, 167, 168, 170, 179, 197, 199A, 248, 274, 280, 401, 441, 446, 6013, 6015,  7703, etc.); Plus IRS 48 hours of Mandatory Annual Continuing Education.

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

Who are our clients:- Our Database shows they are over 300 medical professionals. Some of them are new 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); and 471). This Industry is Legalized, Regulated, and Rigorously Monitored by States and the IRS).

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).
• 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).
• Medical Billing, Coding Audits, and Compliance (Coming Soon. We have a lot of inquiries).

Where our new clients come from (Our pipeline is vast and varied:- Hospitals, Employment Agencies, Medical & Law Practices, etc.). Some clients work for:-

• Hospitals Employees.
• Visiting Nurses of New York.
• Direct Mailing from our exclusive Database.
• Family-Law Attorneys preparing Pre-nuptial and Divorce agreements.
• Flex Care Medical Staffing.
• Hayes Locums; and Cross Country Staffing.
• All Medical Personnel.
• Trade shows (California Cannabis Country Fair, etc. 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:- "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.).

Click here for "Business Taxes, Accounting, & Strategic Planning"

Click here for "Real Estate Taxation"

Click here for "Financial Planning & Wealth Management"