We help doctors save on taxes, build practice value, and grow generational wealth
Strategic tax planning, accounting, and compliance for physicians who want clarity, confidence, and control over their financial future.
At Credo, we believe tax planning should work in unison with tax preparation and filing. The vast majority of business owners are overpaying on their taxes, even those with high dollar CPAs. Let our tax experts walk you through where you may be overpaying on taxes and how we can help.
Why Choose Credo
We Understand the Financial Complexity of Medicine
Medical professionals face unique financial challenges:
- High income and complex tax exposure
- Practice ownership and partnership structures
- Payroll, compliance, and regulatory demands
- Limited time to manage financial details
Generic accounting firms miss these nuances. We don’t.
Credo Accounting & Tax is built specifically to serve physicians and medical practices, providing proactive tax planning and accounting support aligned with how medical professionals actually operate.
Our Services
Our Services for Physicians & Medical Practices
Strategic Tax Planning
Accurate, timely, and defensible filings—done right.
We handle:
Tax planning isn’t about filing forms—it’s about designing a strategy.
We help physicians:
- Minimize current and future tax liability
- Optimize entity structure
- (W-2, 1099, S-Corp, partnerships, practice entities)
- Coordinate tax strategy with income growth and long-term goals
Plan proactively instead of reacting at year-end
Our goal is simple: keep more of what you earn, legally and strategically.
Tax Preparation & Compliance
Accurate, timely, and defensible filings—done right.
We handle:
- Individual and business tax returns
- Multi-entity and multi-state filings
- IRS and state compliance requirements
- Clear communication so you always know where you stand
No surprises. No scrambling.
Medical Practice Accounting & Bookkeeping
Clean books create confident decisions.
We provide:
provide:
- Monthly bookkeeping and reconciliations
- Financial reporting tailored to medical practices
- Cash flow visibility and profitability tracking
- Coordination with payroll and practice management systems
You’ll always know how your practice is performing—and why.
Advisory Support for Practice Owners
As your practice grows, your decisions matter more.
We help with:
- Practice startups, buy-ins, and expansions
- Compensation and owner distribution strategy
- Multi-provider and partnership structures
- Long-term planning for exits or transitions
We act as a financial thought partner, not just a vendor.
WHO WE SERVE
Who We Work With
We specialize in supporting:
If you work in medicine and want a CPA who understands your world, you’re in the right place.
What Sets Us Apart
Why Doctors Choose Credo Accounting & Tax
Medical-focused expertise
Proactive tax strategy—not reactive compliance
Clear communication without accounting jargon
Scalable support as your income and practice grow
A long-term relationship, not transactional service
We don’t just prepare returns—we help physicians build smarter financial systems.
