For healthcare professionals
You see the patients.
We do the taxes.
Tax, bookkeeping and fractional CFO services for mental health professionals, private-practice clinicians, dental offices and physician groups. We know how practice income, owner pay and clinical payroll actually work, so you pay less tax and never have to explain your business twice.
Mental health
Therapists, psychologists, psychiatric NPs, group practices
Dental
General and specialty practices, associates buying in
Medical
Physician groups, urgent care, concierge and direct primary care
Allied health
PT, OT, speech, chiropractic, nutrition and telehealth
Why practices choose Charville
Practice finances have their own shape. Your accountant should know it.
01
Revenue that arrives in pieces
Insurance remittances, patient copays, superbills, Stripe and card deposits. We reconcile each to the bank so you know what was actually collected, by payer, not just what was billed.
02
Clinicians on payroll, contractors on 1099
W-2 associates, 1099 providers, per-session splits and front-desk staff, booked correctly and reconciled to the payroll provider every month.
03
Owner pay that survives an audit
Reasonable compensation for practice owners, S-corp elections timed right, and distributions planned against quarterly estimates.
04
Licensed in more than one state
Telehealth across state lines, a second office, a clinician who moved. We handle multi-state filing and the nexus questions that come with it.
05
Growth decisions with real numbers
Adding a clinician, opening a second location, dropping a payer, buying the building: modeled from your close, with the tax effect included.
06
Confidentiality by default
We work from bank and payroll records, never patient records. Encrypted portal, MFA and role-based access, on a SOC 2 Type II certified stack.
What we handle
Everything from the bank statement to the signed return.
Most practices start with tax and bookkeeping together, and add fractional CFO once the books are current.
Tax
1040, 1120-S, 1120 and 1065 returns in every state, quarterly estimates, and a savings review of your last return before we file the next one.
Tax planning
Entity and S-corp timing, owner compensation, retirement contributions and year-end modeling, as a separate engagement so you choose when you want it.
Bookkeeping
Monthly close, reconciliation by payer and by account, payroll tie-out, and catch-up work at a fixed price if the books are behind.
Fractional CFO
Revenue per clinician, reimbursement days, hiring and expansion models, valuation and buy-in support, with a named person to call before a big decision.
Free tax savings review
Send last year's return. See what a practice-focused accountant would have found.
No obligation and nothing to install. Within two business days you'll have a written note on what we would change, what it would save, and our flat fee.