The Healthcare Services Group at Capaldi Reynolds & Pelosi provides a variety of services including management advisory, transition support, tax, accounting and audit.

  • Management advisory services include strategic planning, wealth preservation and asset protection planning, operational cost review, billing and accounts receivable analysis, industry benchmarking, equipment acquisition planning, start-up consultation and facilitation of banking relationships.
  • Transition support focuses primarily on succession planning, mergers & acquisition planning, assistance with compensation programs and buy-sell transactions, and consultation relating to practice continuance versus employment.
  • Tax services encompasses tax planning, tax return preparation for businesses and individuals, IRS and state tax controversy resolution assistance, and multi-state tax filing and compliance.
  • Accounting and audit services range from bookkeeping and preparation of financial statements to consultation relating to the establishment of “best practices” governance and a variety of compliance and attest services.

Call on the Healthcare Services Group for sound financial advice that makes sense for your business.