Business Details
Your Trusted Financial Partner for Healthcare Practice Success
At Mehanna CPAs, we serve as a dedicated financial partner for healthcare practice owners, combining deep industry expertise with proactive tax strategies to create lasting wealth. Our mission is to simplify financial complexities through accurate bookkeeping, data-driven insights, and tailored wealth-building solutions. With a focus on healthcare-specific needs, we deliver strategic tax planning, quarterly advisory sessions, and personalized support to reduce liabilities and maximize profitability.Our team specializes in empowering medical professionals to prioritize patient care while ensuring financial clarity and long-term stability. Backed by proven experience and client-centric service, we build trust through transparency, precision, and a commitment to exceeding expectations.
Services
Tax Advisory
Financial Insights
Core Bookkeeping
Wealth Building
Strategic Tax Planning
Highlights and features
- We offer healthcare-specific tax expertise to maximize deductions and minimize liabilities.
- Our proactive tax planning includes quarterly strategy meetings to stay ahead of legal changes.
- Strategic financial insights identify growth opportunities and optimize practice profitability.
- Personalized support ensures direct access to experienced tax advisors who understand your needs.
- Integrated tax and financial strategy aligns short-term savings with long-term wealth goals.
Associations and certifications
- CPA
What people say
Outstanding service
Highly recommended
Saved thousands in taxes
Knowledgeable and responsive
Straight to the point
Services
Tax Advisory
Our Tax Advisory service minimizes tax burdens through proactive strategies tailored to healthcare professionals. We specialize in quarterly planning, retirement optimization, and practice structure analysis to ensure compliance while maximizing savings. With deep expertise in healthcare finance, we identify deductions across business and investment portfolios, adapting to evolving tax laws to secure long-term financial benefits for clients.
Core Bookkeeping
Core Bookkeeping establishes a solid financial foundation with daily transaction management, bank reconciliation, and monthly reporting. Using tools like QuickBooks and Xero, we ensure precise records for healthcare practices, enabling informed decision-making. Our team handles multi-state compliance and tax filings, allowing providers to focus on patient care without administrative distractions.
Wealth Building
Wealth Building focuses on long-term financial security through personalized investment strategies and retirement planning. By analyzing practice profitability and industry benchmarks, we design tailored wealth preservation solutions. This service integrates tax-efficient real estate strategies and proactive portfolio management to transform healthcare professionals earnings into sustainable, generational wealth.
Financial Insights
Financial Insights deliver actionable analytics on practice performance, including cash flow optimization and growth opportunities. We provide healthcare-specific benchmarking and investment return assessments, transforming raw data into strategic decisions. This service ensures practices remain profitable while aligning financial operations with industry standards and client-specific goals.
IRS Representation
IRS Representation safeguards clients during audits or compliance disputes. Our experts handle complex filings, partnership returns, and multi-state tax issues, leveraging deep regulatory knowledge. This service ensures accurate resolution of tax matters while minimizing liabilities, providing peace of mind for healthcare providers focused on operational success.
People
Bilal Mehanna
Founder / CPA / MST
Bilal Mehanna is a Certified Public Accountant with a Masters in Taxation. He specializes in healthcare finance, offering strategic tax planning and wealth-building solutions. With over a decade of experience, Bilal has helped numerous medical professionals reduce liabilities and optimize financial outcomes through personalized advisory services.
Susan Walton
Tax Specialist
Susan Walton is a seasoned tax specialist focused on healthcare practice compliance and financial strategy. She brings expertise in multi-state tax reporting and practice profitability analysis, working closely with clients to streamline accounting workflows and ensure adherence to evolving tax regulations.
Questions
What services do you offer specifically for healthcare providers?
We provide tax advisory, bookkeeping, financial insights, and wealth-building strategies tailored to healthcare practices, including medical, dental, and specialty clinics.
How do you help healthcare professionals save on taxes?
Through proactive planning, quarterly strategy sessions, and healthcare-specific deductions, we minimize tax burdens while aligning with long-term financial goals.
Can you assist with multi-state tax compliance?
Yes, we handle multi-state tax filings and compliance for healthcare practices with operations across different jurisdictions.
Do you work with new practices or only established ones?
We support both new and established practices, offering foundational bookkeeping and advanced growth strategies as needed.
How do you maintain communication and accessibility?
Clients receive direct access to advisors, with prompt responses and regular strategy meetings to ensure continuous support.
What sets you apart from other accounting firms?
Our healthcare industry specialization, proactive planning, and personalized approach prioritize your practice’s unique financial needs and growth.
