If you run a Direct Primary Care practice, you already know that most financial advice wasn’t built for how you operate. DPC is different. You don’t rely on insurance reimbursements. You don’t bill by the visit. You run a subscription-based medical business where cash flow, retention, and pricing matter just as much as clinical care.
That’s why choosing the right CPA in 2026 is no longer a simple administrative decision. It is a strategic one.
The wrong CPA can cost a DPC practice tens of thousands of dollars a year in unnecessary taxes, missed deductions, and bad financial decisions. The right CPA becomes a financial partner who helps you keep more of what you earn and build a practice that actually supports your life.
So how do you know which one you’re choosing? Let’s start with what actually makes a CPA “the best” for a DPC practice.
What the best CPA for a DPC practice really does
The best CPA for a Direct Primary Care practice is not the one who simply files your tax return on time. It’s the one who understands how a DPC business works and uses that knowledge to make smarter financial decisions on your behalf.
A DPC practice has recurring membership revenue, not episodic billing. That changes everything about cash flow, tax planning, and owner compensation. A CPA who understands DPC knows how to structure your business so that predictable income works in your favor. They know how to help you pay yourself in a way that minimizes payroll taxes without triggering IRS red flags. They know how to plan around growth instead of just reacting to it.
In 2026, the best CPA for a DPC practice is really a hybrid between a tax strategist and a CFO. They are not just recording what happened. They are helping decide what should happen next.
Why so many DPC owners outgrow their CPA
Many DPC practices start with the same kind of CPA they used before opening their clinic. That might be a local firm, a friend of a friend, or someone who does a little bit of everything. That works fine when the business is simple. It stops working when the practice grows.
As your membership base expands and revenue becomes more predictable, the financial decisions become more nuanced. You start thinking about hiring, expanding services, upgrading technology, or even opening a second location. Those decisions have tax consequences and cash-flow implications that a traditional CPA is not built to handle.
Most traditional CPA firms are focused on compliance. Their job is to make sure the forms are filed and the numbers tie out. What they do not typically provide is proactive tax planning, cash-flow forecasting, or strategic guidance for healthcare business owners. That’s how DPC doctors end up feeling like they are doing well clinically but never seem to get ahead financially.
How to tell if you’re choosing the right CPA for your DPC practice
The easiest way to evaluate a CPA is to listen to how they talk about your business. If they ask about patient growth, churn, pricing, and how you take money out of the practice, you are talking to someone who understands DPC. If they only ask for last year’s tax return, you’re not.
The right CPA for a DPC practice should be having ongoing conversations with you about your financial strategy. That includes how much you should be paying yourself, how much you should be setting aside for taxes, and what decisions you should be making now to reduce what you owe later. They should be reviewing your numbers throughout the year, not just at filing time, and helping you plan instead of just react.
Just as importantly, your financials should actually make sense to you. You should know how profitable your practice is, how much cash you have available, and what your growth looks like. If your books feel confusing or constantly change, that’s a sign your CPA is not giving you the clarity you need to run a business.
Why Goodman CPA is built for DPC owners
This is where Goodman CPA is different.
Goodman works specifically with medical practices, including Direct Primary Care clinics, dentists, chiropractors, and mental health providers. They are not learning DPC on the fly. They already understand how subscription-based medicine works and how to structure finances around it.
Their approach combines tax planning, bookkeeping, and CFO-level strategy into one relationship. That means you’re not just getting a tax return at the end of the year. You’re getting guidance on how to pay yourself, how to grow, how to manage cash flow, and how to reduce your tax burden before it becomes permanent.
For DPC owners who want more than compliance, Goodman becomes a financial partner. They help you see where your money is going, what you can keep, and how to make smarter decisions as your practice evolves.
Choosing the best CPA for your DPC practice in 2026
In 2026, the best CPA for a Direct Primary Care practice is not the cheapest and it’s not the most generic. It is the one who understands your business model, plans proactively, and gives you the financial clarity to grow with confidence.
If you’re wondering whether your current CPA is really built for where your practice is headed, a short conversation can give you that answer.
Schedule a strategy call with the Goodman team to review your current setup, identify opportunities to save on taxes, and see what it looks like to have a CPA who truly understands DPC.