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IRS-Compliant Tax Strategies Exclusively for Healthcare Professionals  

Recover an average of $63,000 in overlooked deductions while minimizing audit risks—so you can focus on patient care, not paperwork.

Why Health Pro Tax Solutions?

Healthcare-Specific Mastery Certified specialists with 19+ years optimizing taxes for: 

Physicians & Surgeons

Specialized tax strategies tailored to medical professionals, maximizing deductions and optimizing financial outcomes.

Dental Practices & Orthodontists

Tax optimization solutions designed for dental practitioners, ensuring compliance while maximizing savings and profitability.

Medical Device Startups 

Expert tax guidance for medical device innovators, navigating complex regulations to maximize financial success and growth.

Telehealth Providers

Tax solutions customized for telehealth businesses, streamlining compliance and enhancing financial stability in a digital environment.

Full-Cycle Audit Defense From Proactive Compliance To IRS Dispute Resolution:  


Precision-Tailored Savings

$ 0

recovered for cardiology group via R&D credits 

$ 0 K

 saved through entity restructuring (DDS partnership)

$ 0 K

malpractice premium deductions captured 

Testimonials

Trusted By Leading Providers

Google
Torri Kallinen profile picture
Torri Kallinen
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Dr. B is amazing! She is very knowledgeable and provides exceptional services.
Google
C Wis profile picture
C Wis
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Beata is a pleasure to work. Very professional and communicates well
Google
linda robayo profile picture
linda robayo
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Dr. Bea is not only savvy about all things to help you keep and increase your cash, she does it with an insanely rare combination of grit and compassion. She walks with you when it’s tough and celebrates your rewards! !
Google
Tim Sindlinger profile picture
Tim Sindlinger
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Beata has done an excellent job preparing and filing my taxes. She has been great with tax saving strategies. She has had a quick response time to my questions. I do recommend her.
Google
Maggie Page profile picture
Maggie Page
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Beata has been an invaluable resource for both myself and my real estate clients, providing expert guidance on tax needs. Beata is truly one of the most exceptional professionals I've had the pleasure of meeting! Her vast knowledge, patience, and dedication to delivering timely and efficient results are unparalleled. Her unique ability to break down complex concepts into clear, understandable language makes her an outstanding educator. I highly recommend Beata for her outstanding professionalism, expertise, and commitment to excellence. Five stars isn't enough – she deserves ten!
Google
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SORRY IF ITS LOUD
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
10/10 best Business Advisors anyone could ask for! Keane & Beata have been a pleasure to work with and if anyone needs tax prep or anything business related, these are definitely your people who can help get the job done!
Google
Mary Dovel profile picture
Mary Dovel
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great company! Beata genuinely cares about the clients she serves and loves helping them understand their tax situation and how to proactively plan for the future
Google
Rosio Ibarra-Monarrez profile picture
Rosio Ibarra-Monarrez
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
B, is easily the most detailed and knowledgeable tax accountant I’ve ever come across. She will go above and beyond to explain your taxes to you and help you plan and strategize for your future. She does things by the book, and rest assured you are in good hands. Her personality is wonderful too!!
Google
Patrice Penda profile picture
Patrice Penda
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Excellent service! Very professional. You are in good hands with United Success Business Advisors.
Google
Dawar Kazi profile picture
Dawar Kazi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
United Success Business Advisors has been a lifesaver! Dr. Beata and her team provide excellent service and expert advice. They handle all my accounting, bookkeeping, and tax needs with efficiency and professionalism. Highly recommend!
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Our Process: Tax Care, Not Tax Prep

Diagnostic Review

A thorough 90-minute review of your practice's finances. We identify unclaimed COVID-19 relief funds, optimize QBI deductions, and assess any state nexus exposure to uncover missed opportunities for tax savings.

Custom Treatment Plan

Tailored strategies designed specifically for healthcare providers. We help optimize asset protection, choose the best entity structure, and design retirement plans for high earners to reduce taxes and increase savings.

Ongoing Compliance Care

Continuous support to maintain tax compliance. Receive quarterly HIPAA-compliant checkups, automatic IRS alerts, and access to CME-eligible webinars, ensuring your practice remains tax-efficient and compliant year-round.

We Serve What We Promise

Serving 900+ healthcare providers across 32 states. All our strategies comply with IRS regulations and state medical practice acts. Partnered with Thomson Reuters Checkpoint® for real-time compliance updates. 

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Quality assurance

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Compliance Accuracy

Protect Your Practice – Start with a Free Tax Review