Health Care/Exempt Organizations

Health Care and Exempt Organizations have specialized accounting and tax requirements.

As a result, CAB built this practice around the extensive industry expertise of its highly qualified professionals. Team members have a collective 50+ years of experience serving these industries and have a sophisticated understanding of the unique regulatory and business environments in which their clients operate. CAB’s Health Care Practice is focused on serving hospitals, nursing homes, home health agencies and physician groups. Our Exempt Organizations Practice serves a range of organizations with diverse missions and program services.

CAB works with clients’ accounting, finance, human resources, and legal departments to provide personalized, comprehensive tax and business advisory services.

Services include:

  • Preparation of 990's, 990-T's, and all other individual and business tax returns
  • Tax planning and consulting
  • Retainer agreements for day-to-day tax consultations
  • Preparation of tax-exempt status applications
  • IRS/State and local audit defense services
  • Mergers & acquisitions
  • Due-diligence services
  • Corporate structuring
  • Evaluation of for-profit affiliates
  • Analysis of unrelated business activities
  • Employee benefits consulting
  • Intermediate sanctions compliance and reviews
  • Advisory services to boards of directors and senior management
  • Executive transition assistance
  • Medical Resident FICA Refund Requests