Tax + Accounting

Winer+Bevilacqua offers many tax and accounting services for both businesses and medical practices. Our team of tax professionals assists clients with returns, compliance, representation and more. Our CPAs, staff accountants and administrative team ensure that clients' numbers are where they need to be.


Business Division


[+] Forensic Accounting
Our Certified Forensic Financial Analysts (CFFA) support clients who require expert witness testimony during litigation situations.
[+] Tax Preparation
W+B can help clients with sales tax, compliance and other related issues. Furthermore, W+B helps clients get the best possible returns through the preparation of federal, state and local income tax returns.
[+] Sales & Use Tax Compliance
W+B can help with use tax calculations and compliance for products and services that may have been purchased out of state but have not been taxed according to the state in which they are used.
[+] Tax Audit Representation
We support clients during tax audits to ensure that they're prepared, all financial documentation is organized and they receive a positive outcome.
[+] Tax Planning
Our tax experts can identify the best possible route for your organization to avoid tax setbacks and get the most back in your returns.
[+] Analysis of Fixed Assets
W+B can analyze your fixed assets — whether it's land, buildings or equipment — to ensure continual, increased growth and financial compliance.
[+] Accounting, Compilation & Review Services
We can manage your organization's finances, compile monthly, quarterly and/or yearly statements and provide detailed reviews — all to ensure that your organization meets and demonstrates professional standards.
[+] Fringe Benefit Programs Planning, Analysis & Selection
We help organizations determine whether certain fringe benefits are valuable, which to provide and how they're used by personnel.
[+] Business Management
W+B leads the way in a variety of business management services:

  • Employee payroll
  • Direct payment of all related withholding taxes
  • Accounts payable processing
  • Strategic planning + business plans
  • Loan origination package recommendations
[+] Business Insurance Analysis
We can help you understand your organization's business insurance needs, strengths and weaknesses.
[+] Compensation, Bonus Analysis & Implementation
W+B can help you plan proper compensation packages as well as analyze employee bonuses and how to implement them.


Healthcare Division


[+] Income Tax Preparation
W+B helps physicians with the preparation of federal, state and local income tax returns.
[+] Forensic Accounting
We support physicians during complex litigation scenarios through financial review and discovery, as well as provide them with an in-depth review of their finances.
[+] Sales & Use Tax Compliance
W+B can help with use tax calculations and compliance for products and services that may have been purchased out of state but have not been taxed according to the state in which they are used.
[+] Tax Audit Representation
We support physicians during tax audits to ensure that they're prepared and all financial documentation is organized.
[+] Tax Planning
Our tax experts can identify the best possible route for your practice to avoid setbacks and get the most back in your returns.
[+] Analysis of Fixed Assets
W+B can analyze your fixed assets — whether it's land, medical facilities or medical equipment — to ensure that your practice is in the best position possible.
[+] Accounting, Compilation & Review Services
We can manage your practice's finances, compile monthly, quarterly and/or yearly statements and provide detailed reviews — all to ensure that you meet and demonstrate professional standards.
[+] Establishment of Credit Policies & Collection Controls
We can help your practice implement secure credit policies and develop collection controls so that you're paid for the services you provide.
[+] Employee Payroll & Direct Payment of All Related Withholding Taxes
W+B can ensure that your practice's payroll is thoroughly managed and all related withholding taxes are paid in a timely fashion.
[+] Analysis of Income & Expenses
The essentials — managed from top to bottom. We can analyze what comes in and what goes out to keep your practice profitable.
[+] Analysis & Enhancement of Cash Flow
W+B can organize the money being transferred in and out of your practice to eliminate confusion and errors.
[+] Managed Care Contract Review & Recommendations
We can monitor the financial aspects of managed care contracts, as well as provide you with reviews and recommendations for continued success.
[+] Statistical Studies & Comparisons
To give your practice the most powerful view of its performance, we can provide you with statistical studies and comparisons that demonstrate how you're performing compared to similar practices.
[+] Fee Surveys
W+B executes fee surveys on your behalf to determine your customers' perceptions as well as perceptions from others, effectively giving you a broad-level view of how your fees compare to others and their position in today's market.
[+] Policies & Procedures Manuals
W+B develops policies and procedures manuals for physicians so that office operations and financial duties are performed according to a set standard.
[+] Personnel Training, Policies & Salary Studies
We help organizations train new personnel, develop standardized policies and gain valuable insights through salary studies.
[+] Fringe Benefit Programs Planning, Analysis & Selection
We help organizations determine whether certain fringe benefits are valuable, which services to provide and how personnel are using them.
[+] Office Planning & Space Utilization
We can help you utilize your facility's space so processes and operations are streamlined and efficient. We'll also help you plan new space when an office expansion becomes necessary.
[+] Development of Fair & Equitable Compensation Formulas
W+B develops formulas that ensure that compensation is accurate and appropriate.
[+] Schedule Control & Time Studies
W+B can help practices manage patient, physician and employee schedules so everything runs efficiently. We also provide time studies so you can see firsthand how your schedule affects your overall practice.
[+] Recommendations for Use, Purchase & Lease of Equipment
We help practices identify the best solutions for using equipment as well as the best options for either purchasing or leasing.
[+] Location Studies & Advice on Building Ownership & Renting
Where to operate your practice is key, and W+B will help you find the location that's right for you. We can also help you determine whether to purchase or rent facilities.
[+] Business Insurance Analysis
We can help you understand your organization's business insurance needs, strengths and weaknesses.
[+] New Venture Feasibility Analysis & Advice
We can help you determine whether a new venture is financially advisable.
[+] On-site Consultative Services
Gain insights into everything from accounting to information technology and retirement planning.
[+] Billing & Revenue Enhancement
W+B helps practices understand and implement billing and revenue enhancements so that these crucial operations are as efficient and streamlined as possible.
[+] Compensation, Bonus Analysis & Implementation
W+B can help you plan proper compensation packages as well as analyze employee bonus programs and how to implement them.
[+] New Physician Recruitment Consulting
W+B can give you the advice and strategy you need to target and recruit the best possible talent into your practice.
[+] Practice Reorganization & Acquisition
Whether your practice needs restructuring in some form, or if you're looking to acquire a new practice, we're available to support you along the way.


With a fine-tuned, responsive and supportive group of experts on your side, we empower organizations to make positive financial decisions for nothing less than continuous growth.

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