Insights

The Mid-Year Tax Review Every DPC Practice Should Run Before Q3

By July, you finally have real numbers. Six months of membership revenue. Six months of expenses. A clear read on where the year is heading. That makes now the best...

Direct Primary Care

Best CPA for Direct Care Practices 2026

You left the W-2 grind to build something of your own. That takes real courage. Direct Care owners enjoy advantages the traditional model never offered. You don’t bill insurance. You...

Direct Primary Care

Should Your DPC Practice Add Employer Contracts? What to Consider Before You Say Yes

As Direct Primary Care continues to grow in visibility, more employers are looking for ways to offer their employees access to a membership-based primary care model....

Direct Primary Care

How DPC Physicians Should Think About Quarterly Estimated Taxes

One of the quieter financial surprises that comes with owning a Direct Primary Care practice is the shift in how taxes work. In a traditional employment setting, taxes are withheld...

Direct Primary Care

The Post-Tax Season Reset: What DPC Owners Should Do in the Next 30 Days

Filing is done, but the smartest financial moves happen after tax season ends. DPC owners who use the next 30 days intentionally — reviewing margins, maxing retirement accounts, and planning...

Direct Primary Care

What Employer-Sponsored Contracts Actually Mean for the Finances of a DPC Practice

Employer-sponsored Direct Primary Care is now the dominant growth engine of the industry, bringing predictable revenue alongside new financial complexity. Here is what DPC practice owners need to know about...

Direct Primary Care

What Most DPC Physicians Wish They Had Done Differently in Their First Year

Starting a Direct Primary Care practice comes with a learning curve that goes far beyond medicine. Physicians across the country reflect on what they wish they had known earlier about...

Direct Primary Care

Should Your Direct Care Practice Be an S-Corp?

Wondering if S-Corp status is right for your Direct Primary Care practice? Learn how S-Corp election works for DPC physicians, when it makes sense, and what it could save you....

Direct Primary Care

Why Tax Season Is the Wrong Time to Think About Taxes

Tax season doesn't have to be stressful for Direct Care practice owners. Learn practical tax tips, common mistakes, and proactive strategies for Direct Primary Care physicians....

Direct Primary Care

Tax Strategy Is the New Growth Strategy in 2026

Overpaying taxes? Healthcare practice owners can unlock cash flow and growth with strategic tax planning in 2026. Learn what most CPAs miss and how to optimize now....

Direct Primary Care

Tax Season 2026 Playbook for DPC & Medical Practice Owners

January is the most important month of the entire tax year for healthcare business owners, even though most people don’t realize it. By the time April arrives, the outcome of...