Bookkeeping and Tax for
Medical Businesses
Full-service bookkeeping, tax preparation, and tax strategy for home care agencies, therapy practices, and med spas. One CPA who keeps your books and files your returns.
CPA • MBA • 10 Years Experience
What Brought You Here?
Something isn't working. The books are behind, the numbers don't make sense, or you're paying more in taxes than you should.
Still Practicing Full Time
You're a nurse, NP, PA, or physician running a business alongside your clinical work. The books keep getting pushed to next weekend. Next weekend keeps not happening. We take the books off your plate entirely.
Your Bookkeeper and Tax Preparer Don't Talk
Your bookkeeper closes the books each month. Your tax preparer sees them once a year at filing time. Nobody is planning ahead. We do both, so your tax strategy runs year-round instead of starting in March.
MSA Structure Is a Mess
Your med spa has a management company, a sponsoring physician, and intercompany transactions that nobody is recording correctly. We handle multi-entity accounting for MSA structures and keep both sets of books clean.
No Idea What's Profitable
Revenue is coming in, but you can't tell which services make money and which ones don't. We give you books that show real margins by service, not just one big number at the bottom.
Tax Season Is Coming
You've been meaning to catch up for months. Now you're staring at a deadline. We clean up the backlog, get you current, and keep it current going forward.
Paying Too Much Tax
The wrong entity structure quietly costs high-earning clinicians thousands every year. We look at your whole picture and plan ahead, not just report what already happened.
Why Work With Us
You're trusting someone with your business's financial records and your tax returns. Here's who you're working with.
CPA with Corporate Background
Before starting the firm, Mason managed the tax department at a publicly traded company, overseeing more than 200 returns across 35 to 40 jurisdictions. That depth now goes to work for small business clients.
Nationwide Service
Based in Oak Park, Illinois, serving medical business owners across the United States. We work remotely with clients coast to coast, which is how medical practice accounting works best anyway.
10 Years Experience
A decade in personal and business taxes, plus an MBA from the University of Illinois. We've already seen the situations that trip up other firms.
One Point of Contact
You work directly with Mason. No rotating staff, no handoffs. Your CPA knows your business, answers your questions, and does the actual work.
Services
Bookkeeping, tax preparation, and tax strategy. One firm handles all of it.
Full-Service Bookkeeping
Monthly bookkeeping that keeps your business's books clean and current. Hunter Green CPA categorizes your transactions, reconciles your bank and credit card accounts, and delivers monthly reports so you always know where the business stands.
Bookkeeping & Tax Package
Your entire financial back office for one monthly price. Monthly bookkeeping, sales tax filings, and your annual business and personal tax returns, all handled by the same CPA who knows your books year-round.
Multi-Entity & MSA Accounting
Bookkeeping and accounting built for med spas and medical businesses that operate through management service agreements and sponsoring physician arrangements. Hunter Green CPA keeps separate, clean books for the clinical and management entities, handles the intercompany activity, and keeps your records aligned with how your business is actually structured.
Tax Strategy
Proactive tax planning that looks ahead. Hunter Green CPA plans your entity structure, timing, deductions, and retirement strategy before year-end so you keep more of what you earn. Built for high-earning clinicians running a business on the side.
Catch-Up Bookkeeping
Months or years behind on the books? Hunter Green CPA reconstructs and reconciles your past transactions, corrects errors, and brings everything current for tax season or a fresh start.
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules, prepared by a CPA who spent years managing entity tax filings at scale. Whether your business is an S corporation, partnership, or LLC, your return gets done accurately and on time.
Personal Tax Returns
Individual federal and state tax return preparation covering all your income sources, deductions, and credits. For business owners, the personal and business returns are prepared together by the same CPA.
Sales Tax Management
Sales tax calculated, tracked, and filed on time. For medical businesses with retail sales, the rules vary by state and the deadlines do not wait. Hunter Green CPA handles it all.
Tax Audit Support
Support through an IRS or state audit: document preparation, response drafting, and steady guidance through the process. An audit letter is stressful, but with organized records and a CPA managing the response, it becomes a process you can get through.
1099 Preparation
Preparation and filing of 1099 forms for your contractors and vendors, accurate and on deadline. Common for home care agencies and practices that work with independent contractors, where the January filing deadline arrives faster than expected.
Inventory & Cost Tracking
Tracking for the inventory and costs that drive your margins. Know what each service actually costs to deliver and which treatments genuinely make money.
Payroll System Setup & Training
One-time payroll system configuration with hands-on training so you can run payroll yourself with confidence. Hunter Green CPA sets up your system, typically on Gusto, gets withholdings and filings configured correctly, and trains you to run it independently.
Bill Payment (AP)
Accounts payable managed so your bills get paid on time. Hunter Green CPA tracks what you owe, schedules payments, and records everything in your books. A convenience add-on for busy owners.
Invoicing (AR)
Accounts receivable handled: invoices sent, payments tracked, and follow-ups recorded. A convenience add-on that keeps cash coming in without the owner chasing it.
Industries
We work with medical business owners. Home care, home health, therapy practices, med spas, and more.
Home Care Agencies
Home & Community Care
Caregiver wages are the biggest cost in this business, and the books need to show margin per client and keep worker classification clean. Hunter Green CPA keeps the numbers straight while you keep clients cared for.
Home Health Agencies
Home & Community Care
Medicare and insurance revenue arrives on payer timelines, not at time of service. Hunter Green CPA tracks your remittances, keeps payroll clean, and maintains books that hold up when regulators or lenders take a look.
In-Home & Mobile Medical Providers
Home & Community Care
You get paid per visit. Your car is a business expense. Your schedule is your capacity. The books need to reflect how this business actually works.
Hospice & Palliative Care
Home & Community Care
Accounting support for hospice and palliative care providers. Per-diem revenue, interdisciplinary staffing costs, and heavy compliance expectations mean the books have to be right. Hunter Green CPA handles the financial records so your team can focus on patients and families.
Occupational Therapy Practices
Therapy Practices
Insurance reimbursement lags, per-visit revenue, and school or facility contracts make OT cash flow harder than it looks. Books that show what you actually collected.
Physical Therapy Practices
Therapy Practices
A full schedule looks like success. Insurance rates and fixed costs decide what you actually keep.
Speech & ABA Therapy Practices
Therapy Practices
Authorization-driven insurance revenue, hourly RBT payroll, and school district contracts create real financial complexity behind the sessions. Hunter Green CPA keeps it organized and current.
Med Spas
Aesthetics & Wellness
Bookkeeping, multi-entity accounting, and tax work built for med spas. MSA structures, injectable inventory, provider commissions, prepaid packages, and retail sales tax make med spa books genuinely complicated. Hunter Green CPA already knows this world.
Aesthetic & Cosmetic Clinics
Aesthetics & Wellness
Accounting and tax work for aesthetic centers and cosmetic clinics. Device investments, retail product lines, package revenue, and provider pay all land in the books, and they have to land correctly. Hunter Green CPA keeps the financial side as polished as the clinical side.
Medical Weight Loss & IV Therapy Clinics
Aesthetics & Wellness
You started a clinic on the side. Now it's growing faster than your visibility into the numbers. Hunter Green CPA keeps the books steady through the growth.
CPA
Licensed in Illinois
10+
Years Experience
Nationwide
Clients Coast to Coast
Your Trusted CPA
Next Step:
A Short Conversation
Tell us about your business and what you need help with. We'll ask a few questions, explain how we can help, and tell you exactly what it will cost.