Broker Check

Medical

Healthcare is one of the industries that we specialize in for our clients. We provide service to our medical clients in the specific areas of Tax Preparation, Business Planning, & Accounting Services. We are pleased to provide our services for many medical practitioners in the CA central valley and across the United States. We work with our medical practitioners clients along with their special needs and circumstances in the ever changing and complex tax law for Healthcare providers in the Healthcare Industry.

Here are the types of medical clients in the healthcare industry that we currently serve:


With costs increasing and reimbursements decreasing, your medical practice should include the services of a financial advisor who will help you increase cash flow and profitability, and maximize tax savings with a plan for your future. When you employ the services of RLJ Financial Services for tax and accounting support, here is what you will get:

  • We focus on helping our medical practitioner clients to increase their profits, better their cash flow situations, get the most out of their assets, and work with you in providing information about your business to your Investors, Shareholders, Owners, and Bankers.
  • We allow you to relax knowing that we keep a close eye on new tax laws regarding the Healthcare Industry and the ever increasing laws that you have to comply with.
  • We work with our medical practitioner clients to structure a customized tax strategy for their unique business to minimize their tax burden.
  • We help you design a long term vision for your business. We will also help you establish an efficient “exit” strategy for when you want to leave your medical career. We will work to establish an effective estate plan in order to pass your wealth to the next generation with the least amount of possible tax.
  • We will help you setup and maintain your QuickBooks (or an equivalent bookkeeping software) in the most efficient manner.

Be sure to ask us about the following unique services & documents that we have created here at RLJ Financial Services especially for you:

  • Healthy Business Checklist - (Take an Annual Business Check-Up)
  • Financial Ratio Formulas – (How do your numbers stack up)
  • Blueprinting – (Living your life by design not by chance)
  • New Business startup checklist – {Be sure not to miss critical steps in your new business startup)
  • Advantages and Disadvantages of different types of Business Entities

Here are a few links and resources especially to help you in the local Healthcare Industry to aid you in smoothly running your Medical Practice:


Here are a few links and resources especially to help you in the Healthcare Industry with your special Tax Information: