Real Estate

Healthcare CPA and Medical Practice Accounting in Miami

Tax, accounting, and advisory for Miami physicians, dentists, and medical practices.

Medical practices carry unique financial complexity: physician compensation and buy-in structures, medical billing lag, professional dues, board and license renewals, malpractice premiums, and heavy regulation. On the tax side, S-corp elections, retirement plan design, and equipment depreciation move the needle significantly. Levine CPA and Advisors serves Miami physicians, dentists, and medical practices with the tax, accounting, and advisory work that fits how healthcare businesses actually run.

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Our Experience
Our principals have advised Miami physicians and dental practices since 1984, through Medicare RBRVS, the ACA, the shift to value-based care, and today's private-equity-driven consolidation. That long tenure lets us model practice economics with the full context of how healthcare has changed.
What Miami Healthcare Clients Need from a CPA
Medical Practice Accounting
Monthly close and reporting built around the practice.
Physician Compensation & Buy-In
Owner-partner comp, buy-in, and buy-out structuring.
Retirement Plan Design
Solo 401(k), cash balance, and profit-sharing modeling.
Tax Planning
S-corp election, entity structure, and equipment depreciation.
Payroll & Contractor Management
 W-2, 1099, and independent contractor treatment.
Practice Advisory & CFO
KPI dashboards, cash flow, and growth planning.
IRS Representation
Notices, audits, and compliance matters.
Why Levine CPA and Advisors for Healthcare
Forty years working with Miami physicians and practice owners

Since 1984 with solo, group, and multi-location practices.

Retirement-plan design that shelters real income

Solo 401(k), profit-sharing, and cash balance plans modeled before recommending.

Practice-specific books, not generic templates

 Physician comp, billing lag, and buy-in economics captured properly.

Principal-level engagement, not junior handoffs

You know exactly which CPA is on your file.

Schedule a consultation with your Miami Healthcare CPA.

Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.

Schedule a Consultation
1. Practice Discovery
Review revenue streams, physician compensation model, retirement plans, and prior returns.
2. Retirement Plan Modeling
Compare Solo 401(k), profit-sharing, and cash balance options against your income.
3. Practice Accounting Setup
Books built around the practice, with physician comp and billing lag captured properly.
4. Filings & Compliance
 Federal, Florida, and payroll tax filings executed on schedule.
5. Practice Advisory
Quarterly reviews on S-corp election, cap table, and pricing.
Common Healthcare Client Situations We Handle
Solo physicians and dentists in private practice
Multi-physician group practices with partnership structure
Practices considering buy-in, buy-out, or succession
Concierge and cash-based practices with different revenue models
Who We Work With in Healthcare
Levine CPA and Advisors supports a wide range of healthcare clients across Miami and South Florida:
  • Solo primary care physicians in Coral Gables, Aventura, and Miami Beach
  • Multi-physician group practices with partnership structure
  • Dental practices across Miami-Dade and Broward
  • Specialty practices (dermatology, orthopedics, cardiology, ophthalmology)
  • Specialty practices (dermatology, orthopedics, cardiology, ophthalmology)
  • Concierge and cash-based practices with different revenue models
  • Ancillary businesses (imaging, surgical centers, MSOs)
  • Physical therapy, chiropractic, and rehabilitation practices
Tax Strategies We Frequently Help Miami Healthcare Clients Implement
  • S-corp election and reasonable compensation for physicians
  • Cash balance plan design for high-income practices
  • Solo 401(k) and profit-sharing plan optimization
  • Section 179 and bonus depreciation on equipment
  • Cost segregation on owner-occupied medical buildings
  • Practice buy-in and buy-out structuring
  • Physician recruitment loan tax treatment
  • Ancillary business structuring (imaging, surgical centers)
  • MSO and management company structuring
  • Retirement and succession planning for practice owners
Common Tax Mistakes We Help Miami Healthcare Clients Avoid
  • Setting S-corp owner compensation below IRS reasonable comp thresholds
  • Failing to design or maximize retirement plan contributions
  • Weak documentation of physician buy-in and buy-out payments
  • Overlooking cost segregation on owner-occupied medical buildings
  • Contractor vs employee misclassification on 1099 physicians
  • Missing the R&D credit on protocol and technology development
  • Poor tracking of practice-owned equipment vs leased
  • Ancillary business income lumped into the main practice

What Our Clients Are Saying

Trusted by 500+ clients
5/5
google
Isaac Orzechowitz

I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.

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Nathan Katz

Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

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Nick Dubow

I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.

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Jeff Marcus

Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.

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Michael Pereira

I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.

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Yisroel Biberfeld

I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

FAQS

Frequently Asked Questions Answered

Do you handle physician buy-in and partnership structures?
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Can you help design a retirement plan for a high-income physician?
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Do you work with dental practices as well?
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How do I get started?
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What retirement plan makes sense for a high-income physician?
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Do you handle physician buy-in and partnership structures?
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Can you help set S-corp reasonable compensation for physicians?
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Do you handle medical billing and revenue cycle review?
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Where We Serve
We support Real Estate clients across Miami and South Florida:
Related Services
The services most commonly used by our Miami Real Estate clients:
Also Serving
Related industries we work with:

Meet Your CPA

A family-run firm led by Jack Levine, CPA and Steven Levine, CPA, serving Miami since 1984:

From the Blog

Recent insights from Levine CPA and Advisors:

Schedule a Consultation with Your Miami Healthcare CPA

Levine CPA and Advisors has supported South Florida individuals, businesses, and organizations for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation with a Miami healthcare CPA today.

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