Big 4 Trained CPA
Texas State Board Licensed
IRS Authorized e-File Provider
Serving Clients Across Texas
Former Hospital CFO & ASC CEO
Healthcare CPA · Texas

A CPA who has run a surgery center.

A licensed Certified Public Accountant (CPA), former hospital CFO and surgery center CEO. Now I work for physicians and the practices they own: tax, financials, and strategy for physicians, surgery centers, and multi-site groups across Texas.

What you can hold us to

01

The Time Machine

The best businesses give you your time back. You trained for a decade to practice medicine, not to reconcile a K-1 at 10 p.m. We take that work and hand it back finished.

02

Operator Judgment

A tax return shows a practice once a year. I’ve seen it from the inside as a hospital CFO and a surgery center CEO, so your buy-in model, K-1 forecast or payer-mix plan is built by someone who has lived with the results.

03

Meeting Expectations

We agree on the outcome and the date in writing, then get there together. The monthly close lands on the same day every month, and every engagement is measured by the value it created for you.

Physicians, their facilities, and growing groups

Physicians, the facilities they own, and groups with more than one location. For each, the work falls into tax preparation and planning, financials and KPIs, and strategy and value creation.

Segment 01

Physicians

Employed physicians, partners, and owners with W-2s, K-1s, and a household to run.

1 Tax prep + planning

  • Individual returns with multiple K-1s and W-2s
  • Quarterly estimates sized to K-1 income, including phantom income
  • Retirement design, including cash-balance plans

2 Financials + KPIs

  • Household cash flow against distributions
  • Taxable income vs. cash received, by entity
  • Personal balance sheet and net-worth tracking

3 Strategy + value creation

  • Buy-in review before you sign
  • Second opinion on PE recapitalizations and hospital JVs
  • After-tax modeling of offers and compensation changes
Segment 02

Surgery Centers & Standalone Facilities

ASCs, imaging, infusion, therapy, and other facilities with physician ownership.

1 Tax prep + planning

  • Partnership and S-corp returns, with K-1s delivered early
  • Tax-distribution calculations for partners
  • Texas franchise tax and multi-state filings

2 Financials + KPIs

  • Monthly close on a fixed calendar, with a board-ready package
  • Cost per case, payer mix, collections, and days in A/R
  • Staffing and supply cost per case against plan

3 Strategy + value creation

  • Syndication and buy-in pricing support
  • Capital allocation and rolling cash forecasts
  • Partner education on distributions and deal terms
Segment 03

Multi-Site Groups

Growing practices and platforms with several locations, entities, and providers.

1 Tax prep + planning

  • Multi-entity returns and owner compensation planning
  • Entity structure review as the group grows
  • State nexus and franchise tax across locations

2 Financials + KPIs

  • Consolidated financials with site-level P&L
  • Provider productivity and margin by location
  • 18-month rolling forecast

3 Strategy + value creation

  • EBITDA normalization and add-back support
  • Readiness for quality-of-earnings diligence
  • Integration of new sites onto one reporting standard

See an example dashboard →

Problems we see every year

These are composites with the details changed. The problems are common.

The Physician Partner

"My tax bill was bigger than my distributions."

A specialist with ownership in a surgery center and an employed W-2 role. Their K-1 income arrived in April, after the cash had been spent. We forecast K-1 income each quarter, set estimates to match, and model each new buy-in or offer after tax before they sign.

Pillars
Tax planning · Strategy
Gave back
No April surprises
The Practice Owner

"I was doing the books at night after clinic."

A clinician who owns a single-specialty outpatient practice. Bookkeeping, payroll questions, and month-end fell to them after patient hours. We took over the monthly close, built a one-page KPI view, and set a fixed date each month when the numbers arrive.

Pillars
Financials + KPIs
Gave back
Evenings, every month
The Growing Group

"Every location reports differently."

A multi-site group adding locations faster than its reporting could keep up. We defined the scope across every entity in writing, consolidated the books onto one chart of accounts, and built site-level P&Ls leadership can use to decide where to invest next.

Pillars
Financials · Strategy
Gave back
One version of the truth

Composite illustrations. Details are generalized to protect client confidentiality. Past results do not guarantee future outcomes.

Where owners get surprised, from buy-in to exit

01 · Buy In
“Can I afford to buy in?”
We review minority discounts, debt terms, and whether the shares are fairly priced.
02 · Own & Operate
“My tax bill is huge.”
We forecast K-1 phantom income: profit retained at the center that is taxable to you but never reached your bank account.
03 · Build Wealth
“Should I just max my 401(k)?”
We evaluate whether a cash-balance plan alongside your 401(k) fits your income and your partners.
04 · Get an Offer
“Is this a good price?”
We stress-test rollover equity, post-deal compensation changes, and call rights that can erode the headline multiple.
05 · Exit & After
“What do I actually net?”
We model federal tax, household cash flow after the transaction, and the second sale of rollover equity.

Start with what’s on your desk

Every engagement is scoped on a short call and confirmed in a written engagement letter with a fixed fee before work begins.

Decision

Offer Review

An independent second opinion, scoped around your signing date, before you sign a buy-in, PE recapitalization, hospital joint venture, or call right.

  • After-tax net proceeds modeling
  • Rollover equity and second-sale scenarios
  • Post-deal compensation and household cash flow
No success fee. I’m paid the same if you walk away.
Year-Round

Owner's Annual Partnership

Tax preparation and planning, quarterly check-ins, and direct access all year, for physicians and the entities they own.

  • K-1 and phantom-income forecast each quarter
  • Retirement and cash-balance plan review
  • Annual owner scorecard
One CPA who sees your whole picture, all year.
Entity

Center & Group Finance

Monthly close, KPIs, and CFO-level guidance for surgery centers, facilities, and multi-site groups.

  • Fixed-calendar monthly close and board package
  • KPI dashboard and rolling forecast
  • Partner briefings on economics and deal terms
Run by a former hospital CFO and surgery center CEO.

How every engagement starts

OOutcome

What you’ll receive, written down before we begin.

DDeadline

A specific date, agreed up front.

CClarifiers

Before we deliver, we check it answers the question you actually have.

Who I work for

When a buy-in, a sale, or a joint venture is on the table, most of the people advising you get paid if the deal closes. I don’t.

My client
You, not the center.

If I also work with an entity you’re part of, I’ll tell you in writing before we start.

How I’m paid
A fixed fee.

Same fee whether you sign or walk away.

What I sell
Nothing else.

I don’t manage money or sell insurance.

Where I’ve been
In the operator’s seat.

Hospital CFO, surgery center CEO, and head of strategy at a PE-backed healthcare platform. Big 4 before that.

Healthcare CPA FAQ

What does a healthcare CPA do that a general CPA does not?

A healthcare CPA understands how physicians and medical entities actually make money: partnership K-1s from surgery centers, payer mix, collections lag, provider compensation, buy-in pricing, and private equity deal terms. That context changes the tax plan, the monthly reporting, and the advice before you sign anything.

Do you work with physicians outside Houston?

Yes. janss.cpa is based in Houston and serves physicians and healthcare organizations across Texas, including Dallas-Fort Worth, Austin, and San Antonio. Documents, signatures, and meetings are handled securely online, with in-person meetings when helpful.

What is K-1 phantom income?

Phantom income is taxable partnership income allocated to you on a K-1 that was not distributed to you in cash, for example earnings a surgery center retained for debt service or equipment. You owe tax on your share either way, so it needs to be forecast and funded through estimated payments. Read more →

Do you represent the physician or the entity?

On an owner-side engagement we work for you, the physician owner. We do not take success fees from transactions and do not sell investment or insurance products. Where we also serve an entity, any conflict is identified and addressed in writing before work begins.

How are fees set?

Every engagement is scoped on an introductory call and quoted as a fixed fee in a written engagement letter before work begins. There is no hourly meter and no success fee.

How fast is turnaround?

Every deliverable gets a stated outcome and a specific deadline at the start of the engagement. Monthly financials close on a fixed calendar, and transaction reviews are scoped around your signing date.

Thank you for considering us.

If there’s a decision on your desk, or you just want your evenings back, send a text. I’ll take it from there.

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