One Team. One Strategy.

Your Entire Financial Picture.

CPA + CFP® Professionals | Fee-Only & Fiduciary

Tax, accounting, and financial planning for healthcare professionals, private practice owners, and healthcare entrepreneurs nationwide.

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Accounting & Financial Planning for Healthcare Professionals

CPA + CFP® Expertise

Piece of Wealth Planning is an Atlanta-based CPA and financial planning firm serving healthcare professionals and healthcare entrepreneurs nationwide. With more than 15 years of combined experience in accounting and financial planning, our CPA and CFP® professionals bring your business, taxes, investments, and personal financial goals together through one coordinated strategy.

15+ Years
Combined Experience

CPA + CFP®
Professional Expertise

Fee-Only
Fiduciary Planning

Nationwide
Virtual Relationships

Proactive Tax Planning

Strategies designed around your income, practice, and long-term goals.

Business + Personal Strategy

One coordinated view of your business finances and personal wealth.

Build Lasting Wealth

Turn professional success into greater financial flexibility and impact.

Tax, Accounting & Financial Planning Services

One coordinated financial team for your business and personal wealth.

Accounting for Healthcare Businesses

Ongoing accounting and financial guidance designed to help healthcare entrepreneurs understand their numbers and operate with confidence.

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Comprehensive Financial Planning

Coordinate investments, retirement, cash flow, taxes, insurance, and personal financial goals with your business strategy.

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Tax Preparation & Planning

Strategic tax guidance for healthcare professionals, business owners, private practices, and independent contractors.

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Healthcare Business Consulting

Guidance on S Corporations, profitability, compensation, business decisions, and building a financially stronger practice.

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Who We Serve

Financial Guidance Built Around Healthcare

Healthcare Business Owners

Private Practice Owners

1099 Healthcare Professionals

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Medical Professionals

Ready to make an impact?

Bring your accounting, taxes, financial planning, and investments together with one coordinated team.

BOOK YOUR FREE CONSULTATION

Why Specialized Advice Matters

Healthcare Income Can Get Complicated. Your Financial Strategy Should Make It Clear.

From W-2 and 1099 income to practice ownership and retirement planning, healthcare professionals often have financial decisions that cross the line between business and personal wealth.