Practice owners deserve better tax counsel.
S-Corp where the math works. Equipment §179'd. Membership and cash-pay revenue posted cleanly. Retirement plans funded to the cap. Built for chiropractors, PT, and wellness owner-operators.
Wellness practices are often profitable enough for an S-Corp by year two — but most owners don't elect until year five. Membership revenue posted gross vs. net distorts P&L. Treatment-table equipment expensed as supplies wastes the §179 election.
How we fix it.
Entity review
PLLC, PC, or LLC by state. S-Corp election where net profit clears the threshold. Late-election relief where eligible.
Books built
Membership revenue parsed (recurring vs. one-time vs. add-on). Treatment-table equipment, supplies, and consumables coded correctly.
Equipment elections
Tables, modalities, decompression units — §179 or bonus depreciation by year and item.
Annual return
Federal + state, K-1s, retirement contribution coordination, owner comp documented.
Why us for chiropractic, PT & wellness.
Enrolled Agent, enrolled to represent taxpayers before the IRS in all 50 states, alongside CPAs and attorneys.
Finance training: the math behind every recommendation we make.
S-Corp election timing — most owners elect too late.
Wellness practices typically clear $80K net by year two. Every year past that without S-Corp is roughly 15.3% SE tax on every distribution dollar. We file the late-election relief where eligible and stop the bleed.
Membership revenue — recognized when earned, not paid.
A $1,200 annual membership paid in January is recognized monthly over the year, not as January revenue. Most wellness owners book it cash-basis and overpay tax in year one. We accrue properly.
Treatment equipment — §179 vs. supplies.
A $4K treatment table is equipment, §179-eligible. A $40 elastic band is a supply. Many books mix them and lose the §179 election or expense long-life assets. We split them.
Pricing, on the page.
Published prices · Quoted in writing before any work startsHow it works: one annual fee, half paid at engagement and half before your return is filed. Everything past the package baseline is a published add-on at a fixed price, so nobody counts forms. Books, payroll and sales tax are the only monthly items, because they are the only monthly work. See the full grid and every add-on or start your intake.
One practitioner. Every file, personally led.
Cody is an Enrolled Agent with an MBA, a solo practitioner with a small support team, working out of Lakeland, Florida.
Every client engagement is led by Cody personally. The firm stays deliberately small so the work stays deliberately careful. The person who filed your return is the person who handles the IRS.
Common questions.
If yours isn't here, ask it on the intake — we read every one before the first call.
Should I be a PLLC or LLC?
Florida licensed practitioners are typically eligible for either; many states require a PLLC. We pick by your state's licensing-board rules.
When should I elect S-Corp?
When net profit clears $60K – $80K and the practice is stable. We model. For most established wellness owners, the answer is "yesterday."
What about defined-benefit plans?
Often a great fit once net clears $250K+ and the owner is 45+. The math gets very large very fast.
How do I handle massage therapists on staff?
W-2 employee or 1099 contractor — depending on how they're managed. The IRS factors are real; we document the classification.
CBD or supplement sales — separate entity?
Often. Product sales are taxed differently than service revenue, and a separate retail entity keeps liability and books clean.
Multi-location?
Yes. Common with growing wellness brands. We structure entities and books to scale.
Related
- Business tax preparationS corp, partnership, C corp and Schedule C returns, with the owner's return included.
- S corp tax servicesWhether the election pays, Form 2553, a salary you can defend, and the 1120-S.
- Monthly bookkeepingMonthly close and reconciliations from the firm that files your return.
- CRNAs, NPs, locums and travel nursesW-2 or 1099, multi-state work and the entity question.
Care happens at the table. Margin happens in the books.
Send last year's return and a recent P&L. We'll have a recommendation on the call.
Tell us about your business.
A few questions, then pick a time for a free 15-minute call with Cody. Nothing starts until you sign an engagement letter.
Prefer to talk? Call (863) 370-8115 or Book a 15-minute call.
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