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

DPC mid-year tax review checklist — Goodman CPA

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 time to act, not next April. A DPC mid-year tax review is the highest-leverage move you can make before Q3. Wait until tax season, and […]

Best CPA for Direct Care Practices 2026

Best CPA for DPC practices in 2026 — Goodman CPA

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 spend more time with patients. And you’re building recurring revenue, not one-time billing. That model is a real advantage — but only if it’s structured […]

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 automatically from each paycheck. In a DPC practice, that responsibility falls entirely on the physician.

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 for 2026’s new HSA rules, will come out significantly ahead. Here’s a practical, CPA-backed checklist to make the most of this window.