Stop Overpaying Taxes. Start Keeping What You Earn.
We’ve saved Direct Primary Care practices over $22 million in taxes. Watch this video to see exactly how we do it — and what it could mean for your practice.
Watch the video, then book your free 30-minute strategy session below.
Trusted by leading Direct Care & DPC practices nationwide
Verified Client Results
Real Savings.
Real Practices.
Real Numbers.
These aren’t projections. These are verified savings Goodman CPA has delivered for Direct Care providers just like you — practices that were overpaying before they found us.
$0
Federal tax liability eliminated entirely for the year
Dr. Jamie Eller · Healthy Self DPC
$77,573
Identified via advanced real estate tax strategy
Healthcare Practice · Anonymous
$66,000
Annual burden found through entity & compensation restructuring
Dental Practice · Anonymous
$52,757
Missed deductions uncovered during proactive planning review
Dr. Jonathan Wade · Orchard Health
$37,852
Immediate tax opportunities identified in first advisory review
DPC Practice · Anonymous
$36,438
Recovered by correcting an inefficient financial structure
Psychiatric Practice · Anonymous
$30,907
Secured through strategic timing and planning decisions
Dr. Wes Hite · Wellspring DPC
$22,000+
Overpaid taxes recovered from prior filings
Dr. Anand Meta · StandUp Family Medicine
Your practice could be next.
The average client saves $28,000+ per year. What would that mean for yours?
$22M+
Total savings identified
$28K+
Average per client, annually
75+
Healthcare practices served
The Problem
Most Direct Care Practice Owners Are Leaving Tens of Thousands on the Table
You left fee-for-service to reclaim your freedom. But without a proactive financial strategy built specifically for Direct Care, you’re likely overpaying in taxes and underplanning for your future.
Generic CPAs don’t understand your membership model. They prepare your taxes — they don’t plan them.
Overpaying Taxes Every Year
Without proactive strategy, your unique DPC structure means you're missing major deductions and structured inefficiently from day one.
No Financial Clarity
You don't know your real numbers. Growth decisions feel like guesswork instead of confident, informed strategy.
Reactive, Not Proactive
Your current accountant waits until April. By then the savings opportunities are gone. Tax strategy is a year-round discipline.
No Long-Term Plan
Your practice sustains your life. Without retirement and asset protection planning, you're building on unstable ground.
The Process
Your Path to Financial Clarity
We don’t do cookie-cutter accounting. Every engagement starts with a deep dive into your specific practice — then we build a strategy around your numbers.
01
Free Strategy Session
Without proactive strategy, your unique DPC structure means you're missing major deductions and structured inefficiently from day one.
02
Written Tax Plan
We deliver a custom written plan with specific, actionable strategies for your practice — not generic advice.
03
Year-Round Advisory
Quarterly check-ins, real-time decisions, and ongoing strategy so you're never caught off guard at tax time.
04
Scale With Confidence
From hiring to expansion to retirement — we model outcomes before you commit so growth stays strategic.
Our Services
End-to-End Financial Partnership
Everything your practice needs — under one roof, from a team that understands Direct Care inside and out.
Tax Advisory
Tax Advisory & Planning
A written tax plan, ongoing advising, and proactive preparation designed to reduce your liability year-round — not just on April 15th.
CFO Services
Fractional CFO
Forecasting, budgeting, pricing strategy, and high-level financial leadership — without the cost of a full-time hire.
Monthly Accounting
Monthly Accounting
Bookkeeping, payroll, and bill pay that keeps your operations clean and compliant while you focus on patients.
Why It Matters
5 Reasons Your DPC Needs a Specialist CPA
1
Avoid Overpaying Taxes
A DPC has a unique financial structure. Without proactive planning, it's easy to pay far more than necessary. We structure your income correctly — before tax season, not during it.
2
Turn Recurring Revenue Into Stability
Predictable membership revenue should create predictable income. We align cash flow, compensation, and tax planning so your revenue actually supports long-term financial confidence.
3
Grow With Intention
Adding providers or expanding changes everything financially. We model decisions before you make them so growth stays strategic — not stressful.
4
Gain True Clarity in Your Numbers
Clear reporting and consistent guidance help you understand exactly where your practice stands. When the numbers make sense, every decision becomes easier.
5
Build Long-Term Security
Your practice supports your life — not just this year's income. We help you plan for retirement, protect your assets, and build lasting stability beyond the exam room.
Book Your Free 30-Minute Strategy Session
In one session, we’ll identify real savings opportunities and show you exactly what a Goodman CPA partnership looks like.
Reserved for service-based companies doing over $1M+ annually**
No obligation · No hard sell · 30 minutes that could save you $28,000+
7 Tax Strategies to Implement Quarterly
From home office deductions and accountable plans to 1031 exchanges and the Augusta Rule — this step-by-step playbook covers every major tax lever available to your DPC practice.
