Services

Healthcare Management Advisors (HMA) offers a comprehensive suite of tax, accounting, financial, and healthcare practice management services tailored for individuals and small to mid-sized businesses. As a results-driven firm, HMA is dedicated to helping clients develop and implement robust financial plans, minimize tax liabilities, build wealth, and safeguard assets. Additionally, we provide high-quality medical billing and healthcare practice management solutions designed to enhance office efficiency, reduce costs, and maximize profitability. Our team goes beyond claim processing, guiding clients toward sustainable and successful practices. Above all, we are deeply committed to each client’s success.



Tax & Financial Management

  • -Federal, State, & Local Tax Preparation

    -Income Tax Projections & Planning

    -Preparation of Estimated Tax Vouchers

    -Multi-State Tax Compliance

    -Household Employee Compliance

    -IRS, State, & Local Tax Issue Resolution

    -Business, Individual, Trust, & Gift Tax Preparation

  • -Tax Compliance

    -Bookkeeping/Bill Paying

    -Financial Statements

  • -Retirement Plan Review

    -Retirement & Exit Planning

    -Saving for Higher Education

    -Estate & Gift Tax Planning

    -Inheritance Tax Planning

  • -Payroll Administration

    -Payroll Reports

    -Payroll Tax Compliance

    -401K & Sec 125 Plan Administration

Healthcare Practice Consulting

  • -Individualized Business Planning

    -Corporate Structure Advising

    -EMR Evaluations

    -Budgeting and Projections

    -Financial Planning

    -HR Compliance

    -Insurance Needs

    -ROI Analysis

    -Office Policy Creation

    -Patient Acquisition

  • - Employment Contracts

    -Staff Recruiting

  • -Retirement Planning

    -Selling Practice/Patient List

    -Staff/Patient Communication Plans

Medical Billing & Credentialing Services

  • -Claim Submission

    -Claim Coding

    -Denial Management

    -Patient Billing & Collections

    -Patient Inquiry Support

    -A/R Follow-Up

  • -Application & Document Management

    -Hospital Privileging

    -Payer Contract Negotiation

    -EHR Integration

    -Regulation Compliance Monitoring

Buy, Sell, or Start a Practice

  • - Practice Search & Evaluation

    - 3 – 5 Year Financial Analysis

    - Operational Due Diligence

    - Financing Options

    - Deal Structure

    - Price Negotiation

    - Deal Closure

  • -Buyer Search & Screening

    -Financial Package Preparation

    -Price Negotiation

    -Transition Assistance

    -Deal Closure

  • - Business Entity Formation

    - Business Plan Creation

    - Cashflow Projections

    - Start-Up Financing

    - Licensing & Credentialing

    - Location & Space Search

    - Lease or Real-Estate Negotiations

    - Office Space & Staffing Assistance

    - Technology & Compliance

    - Financial Set-Up

    - Practice Launch