Home / Estate & Trust / For healthcare & medical

Estate & Trust firms for healthcare & medical

We track 94 firms offering estate & trust for healthcare & medical.The most common platform is QuickBooks (27% of firms), and 14% work remotely — so you're not limited to your city. The 25 most specialized are listed below.

Beaird Harris ★ CPA firm

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.

Estate & Trust 📍 Dallas, TX
Cathleen Volk CPA ★ CPA firm

Cathleen Volk CPA provides financial, tax, business, and wealth management services including business accounting and formation, tax strategies, and estate planning for clients in Warsaw, Wyoming County, NY..

Chakarian & Associates serves the tax planning and accounting needs of many San Diego businesses, physicians and high net worth individuals.

A full-service accounting firm offering tax management, accounting & bookkeeping, business advisory, estate & trust planning, financial & retirement planning, and IRS representation, with experience across multiple industries..

Palm Harbor, FL-based accounting firm offering a broad range of services for business owners, executives, and independent professionals with nationwide and international reach.

Estate & TrustTax Preparation 📍 Palm Harbor, FL + Remote

Amy Cook runs an accounting, tax, and bookkeeping practice in the Austin, Texas area, offering services to individuals and small to medium-sized businesses with a focus on reducing taxes and stress..

BJ Kane & Company ★ CPA firm

BUSINESS & ACCOUNTING SOLUTIONS

Estate & TrustTax Planning & Advisory 📍 Northern Virginia, VA + Remote

guide you toward a healthy financial future

Hasan & Associates, CPAs, PC is a Houston CPA firm that specializes in serving healthcare professionals such as doctors and dentists with tax planning, cash flow management, and medical practice accounting.

Highland Park CPA | Accounting Firm | Logan & Associates Ltd

Paul Meza CPA ★ CPA firm

Website for Paul Meza CPA offering accounting, tax, and financial management services for business clients in El Paso.

Rumble & Associates ★ CPA firm

Rumble & Associates is a local CPA firm serving central Virginia.

Savran Benson LLP provides tax consulting, compliance, business advisory and accounting services, with specialty areas including closely held businesses, real estate, health care, other professional services, and high net worth family tax services..

Estate & Trust 📍 Bala Cynwyd, PA

Medical & Dental Tax Strategy

Superstein CPA ★ CPA firm

Tax & Accounting Experts | Serving FL, SC, TN & International Clients

Premier Dental & Medical Advisory, Consulting & CPA

Business ValuationEstate & Trust 📍 Reston, VA + Remote
The Donovan Company ★ CPA firm

The Donovan Company · CPA · Irvine, California

AJK Certified Public Accountants provides tax, audit, accounting, estate planning, and payroll services from physical branches in Columbus and Manchester, Georgia.

Bassler & Redick CPAs, LLC is a boutique accounting firm operating in Anchorage, Alaska, providing high quality tax return and bookkeeping services for individuals and businesses throughout Alaska, with advisory services beyond tax preparation..

FM Accounting ★ CPA firm

THE CPA FIRM FOR BUSINESS OWNERS · SERVING ALL 50 STATES

Since 1973, Furness and Associates has served as a distinguished financial partner to premier clients worldwide.

GDM Private Financial Solutions LLC offers accounting services, tax planning and preparation, business consulting, estate planning, and more for clients in Bellevue, WA, with a focus on a common-sense approach and personal attention..

See all 94 firms with filters →

How to choose a estate & trust provider for healthcare & medical

Physicians, clinics, and medical practices. The strongest signal of a specialist is specificity: firms that name your tools and workflows on their own site, publish pricing for businesses like yours, and describe healthcare & medical-specific work rather than generic accounting. Start with two or three firms above, check the software match, and ask each how many clients like you they currently serve.

Common questions
How do I choose a estate & trust provider for healthcare & medical?

Look for firms that name your industry on their own website, list the software you already use, and publish industry-specific pricing. Of the 94 firms we track here, 14% work with clients remotely — so you aren't limited to firms in your city.

Do these firms work remotely?

13 of the 94 firms we track here (14%) state on their websites that they serve clients remotely or nationwide.

Does AccountingNearYou charge to contact a firm?

No. Every profile links directly to the firm's own website — no forms, no gatekeeping, no fees.

Related directories