$1,000,000+ saved in taxes for Direct Care providers.

The #1 Financial Strategy Firm for Direct Care Providers Nationwide

Build a Profitable,
Tax-Efficient Practice

We help Direct Primary Care physicians nationwide reduce tax liability, stabilize cash flow, and scale sustainably.

Trusted by:

Over $22 Million

in tax savings identified industry wide

$28,000+

average annual savings per client

75+

healthcare practices served

Dr. Jamie Eller

Healthy Self DPC

Eliminated entire federal tax liability — $0 owed for the year

Psychiatric Practice

Anonymous

Delivered $36,438 in tax savings by correcting inefficient financial structure

Dr. Wes Hite

Wellspring Direct Primary Care

Secured $30,907 in savings through strategic timing and planning decisions

DPC Practice

Anonymous

Identified $37,852 in immediate tax opportunities during advisory review

Dr. Anand Meta

Stand Up Family Medicine

Uncovered $22,000+ in overpaid taxes from prior filings

Healthcare Practice

Anonymous

Identified $77,573 in savings using advanced real estate tax strategy

Dental Practice

Anonymous

Found tax burden of $66,000 annually through entity and compensation restructuring

Dr. Jonathan Wade

Orchard Health Direct Primary Care

Found $52,757 in missed deductions during proactive planning

Book Your Free 30-Minute Strategy Session

Reserved for service-based companies doing over $1M+ annually**

100% Financial Clarity

Built specifically for healthcare and Direct Care practice owners.

Tax Advisory

We provide a written tax plan, ongoing advising, and tax preparation with proactive strategies designed to reduce your liability and increase your confidence.

Fractional CFO

We provide forecasting, budgeting, and pricing strategy with strategic financial leadership without the cost of a full-time hire.

Monthly Accounting

We offer bookkeeping, payroll, and bill pay add-ons to keep your operations clean and compliant while you focus on patients.

5 Reasons Why Your DPC Needs a CPA

Whether you’re just starting or scaling up

1. Avoid Overpaying Taxes

A DPC has a unique financial structure, and without proactive planning, it is easy to pay more in taxes than necessary. A CPA helps you structure income properly and plan ahead.

2. Turn Recurring Revenue Into Stability

Predictable membership revenue should create predictable income. A CPA aligns cash flow, compensation, and tax planning so your revenue actually supports long-term financial confidence.

3. Grow With Intention

Adding providers or expanding your practice changes everything financially. A CPA helps you model decisions before you make them so growth stays strategic and manageable.

4. Gain Clarity in Your Numbers

Clear reporting and consistent guidance help you understand exactly where your practice stands. When the numbers make sense, decisions become easier.

5. Build Long-Term Security

Your practice supports your life, not just this year’s income. A CPA helps you plan for retirement, protect assets, and build lasting financial stability.

Direct Care E-book

Turn your dream practice into reality with Goodman CPA’s guide to proactive tax planning.

From home office deductions and accountable plans to 1031 exchanges and the Augusta Rule, the 7 Tax Strategies to Implement Quarterly e-book is your step-by-step playbook for reducing tax burdens and maximizing savings year-round.

Get your free copy of Goodman CPA's 7 Tax Strategies to Implement Quarterly for Direct Care Practices.