Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment.Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has
given us a unique edge in today's complex business environment.

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Rochester Business Alliance

Medical Practices

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Services for Medical Practices
and Physicians

Medical practitioners face overwhelming demands in today's health care environment.  Health Care Reform.  Medicare rate reductions.  Patient privacy concerns.  The skyrocketing cost of malpractice insurance.  Insufficient time to serve your patients.

Sound familiar?  Faced with a multitude of issues such as these the last thing you need is to worry about your accounting department and income taxes.  Let Davie Kaplan help your medical practice run efficiently and work with your physicians to maximize their financial wealth and to achieve their personal financial goals.  The services we offer in this area include the following:

  • Financial statements (compilations, reviews, audits)
  • Income tax planning and preparation of tax returns
  • Bookkeeping services
  • Analysis of internal accounting controls
  • Retirement plan analysis and planning
  • Retirement plan administration
  • Income tax planning for your medical practice
  • Budgeting and cash flow analysis
  • Personal financial planning
  • Lease versus purchase decisions for office equipment
  • Valuation of your practice
  • Buy-ins and buy-outs for new and retiring physicians
  Additional information on the specific services that can benefit your firm can be found at the links below:

For more information, contact