Proactive, Forward-Thinking
Tax Reduction Services for Medical Practitioners

Comprehensive Services Designed To
Increase Your Bottom Line

Tax Strategies Are Just the Beginning

We look at tax reduction from a holistic perspective and offer a full suite of tax, accounting, and virtual family office services to help you optimize your financial situation through saving money, growing revenue, and building wealth.

Advisory Services

Improve your practice’s financial health with a team that understands the unique challenges medical practitioners face, helping you stay ahead of the curve.

Featured Services:

  • New Practice Formation Advisory
  • Business and Financial Consulting
  • Business Growth & Expansion
  • Debt Management
  • Retirement Planning
  • Meaningful Monthly Client Communication (M2C2)

Tax Services

Ensure tax compliance and reduce your tax bills with guidance and strategies that will help you save thousands of dollars every year.

Featured Services:

  • Tax Planning & Reduction
  • Tax Preparation & Filing
  • Tax Advisory & Compliance
  • IRS Representation

Accounting Services

Keep your practice on the path for growth with proactive accounting services catered to your goals. You’ll have a team of experts handling your regular accounting needs.

Featured Services:

  • Cash Flow Monitoring
  • QuickBooks Setup & Support
  • Detailed Financial Statements
  • Budgeting & Financial Forecasting

Virtual Family Office Services

Safeguard your generational wealth by maximizing revenue and minimizing taxes with our integrated Virtual Family Office (VFO) wealth management services.

Featured Services:

  • Asset Protection
  • Risk Mitigation
  • Financial Planning
  • Estate Planning
  • Legal Support
  • Insurance Support

Bookkeeping Services

Clean up your books, keep your business legally compliant, and enjoy peace of mind with experienced, efficient bookkeeping support.

Featured Services:

  • Monthly Reporting and Closings
  • Balance Sheets & Financial Statements
  • Accounts Payable & Receivable
  • General Ledger Maintenance
  • Credit Card Reconciliations
  • Expense Report Reimbursement

Payroll Services

Minimize the risk of costly errors and reduce expenses (compared to hiring an in-house employee) by outsourcing payroll services to a knowledgeable firm well versed in healthcare-specific tax laws and regulations

Featured Services:

  • Payroll Tax Filings
  • Direct Deposits
  • W2, W3, and 1099 Preparation
  • Worker’s Compensation Audits
  • Customized Payroll Reports
  • Unemployment Claims

Comprehensive Tax Reduction Services
for Private Practice Owners

Custom Accounting CPA is dedicated to helping medical practitioners with a comprehensive approach to tax reduction, proactively identifying opportunities so you have time to make strategic decisions that will save you money.

  • Advisory
  • Tax
  • Accounting
  • Virtual Family Office
  • Bookkeeping
  • Payroll

Committed to Saving You
More Than You Pay Us

Taxes for a medical practice are complicated and overwhelming, but not with the right partner by your side. Our Certified Tax Coaches help you make back our fees and reach your financial goals–all in a flat monthly fee.

Our clients have achieved:

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    Savings of over $20,000 per year on their taxes

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    ROIs of 200+%

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    Peace of mind that their business is tax compliant

Hear from Our Clients

rachel

"I'm so relieved to finally have an amazing accounting team. They take care of everything and have saved me SO much money. Plus, they're lovely to work with and always on top of everything so nothing falls through the cracks. I can't recommend them highly enough!"

Rachel Provan, Founder & CEO

lauren

"I have used a few tax strategy CPAs in the past. Custom Accounting is the first one that I am truly happy with. They are organized, efficient, and great teachers. I have learned so many tax savings strategies in my one year working with them so far!"

Lauren Acquaviva, Founder

Mocanu

"I've done my taxes with Natalya for several years. She advises me on the best practices to minimize my chances of audit and gives heads up on new tax laws that would be applicable to my situation. Her proactive tax planning services saved me several thousand dollars in taxes due in 2020 alone. Highly recommended!"

Mocanu Serghey, Sole Proprietor

Brooklyn, NY

Looking for Assistance with Your
Personal Finances Instead?
High-Income Personal Tax Planning & Preparation Services

Are you a high-net-worth individual needing tailored tax services? We also work with individuals seeking guidance on paying less in taxes, managing their investments, and growing their wealth.

Focus on what matters most. We’ll focus on your finances.