Jennifer Furey, CPA
Julia Ullrich, CPA, CFP®
Expert Guidance, Built Around You
Our CPAs understand how physicians earn, where tax liability hides, and how to build a strategy that actually fits your life.
Jennifer has spent nearly 30 years working exclusively with physicians and healthcare practices: pediatrics, internal medicine, OB/GYN, periodontics, and more. She has advised doctors not just on taxes, but on billing, payer contracts, and practice performance, and she brings that depth to every return, every strategy, and every client conversation.
Julia holds both her CPA and CFP® designations: a rare combination that lets her connect tax strategy directly to your broader financial goals. With 15+ years serving high-income professionals and business owners, she specializes in the kind of complex tax situations physicians face: entity structures, owner compensation, and long-term planning.
We believe in
Providing efficient, time-saving financial solutions, so physicians can focus on what they do best.
Proactive tax planning to maximize savings and minimize liabilities
Crafting personalized financial strategies that align with your unique goals.
Featured Services
Forming Corporations
Set up the right corporate structure to protect your practice.
Tax Planning
Strategize to minimize your tax liability and maximize savings.
Tax Preparation
Ensure accurate and timely filing with expert tax preparation.
Bookkeeping
Keep your financial records organized and up-to-date.
Financial Analytics
Gain insights to optimize financial performance and growth.
Annual Reporting
Stay compliant with comprehensive annual financial reports.
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