Tax filing dashboardfor Adult family homes

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Profit Optimization, Not Just Tax Prep
Most tax preparers just fill out forms. We actively find money specifically for Adult Family Homes, Assisted Living Facilities, and Nursing Homes.
Medicare/Medicaid reimbursement optimization
Section 131 foster care expertise to prevent overpayment
Skilled nursing cost center analysis for maximum deductions
Assisted living department optimization for all expenses
Multi-year facility strategy to align growth with tax benefits
Real Results
Patricia's 6-bed AFH saved $8,900 with Section 131 rules.
Audit Protection
Sleep soundly knowing your facility taxes are completely protected by specialists who understand the nuances of healthcare reimbursement income.
Audit-Proof Documentation & Protection
Patricia's 6-bed AFH saved $8,900 with Section 131 rules.
Audit representation is included with our service
Professional documentation that satisfies IRS and state surveys
A digital backup system so you never lose records
Penalty protection guarantee—we pay if we make a mistake
Work handled by specialized preparers, not seasonal staff
Year-Round Strategic Partnership
Caregiving facility tax strategy happens 365 days a year, not just during the stress of filing season. We are your year-round financial partner.
Quarterly strategy sessions to adjust for census changes
Real-time tax guidance for major facility decisions
Medicare/Medicaid payment planning and timing
Proactive alerts on regulation updates that affect you
Growth planning that considers tax implications from day one
Local Expertise
Serving Washington businesses exclusively with deep knowledge of state-specific requirements and opportunities.
Lender & Investor Ready Books for Facility Expansion
Banks don't lend to Adult Family Homes with messy books. We make your books so clean and compelling that loan approvals get faster and your vision is taken seriously.
Facility expansion loans get approved faster
Interest rates are lower due to perceived professionalism
Investors take your multi-facility vision seriously
Access capital when the perfect property is available
Books that tell a compelling profitability story
Real Client Results
Maria's Adult Family Home got approved for a $300K second facility loan in 21 days because her books told a compelling profitability story.
Real Savings
Tom's 6-bed Adult Family Home saved $22,000 in taxes just by properly categorizing caregiver training, facility improvements, and medical equipment purchases.
Tax-Optimized Throughout the Year
Maria's Adult Family Home got approved for a $300K second facility loan in 21 days because her books told a compelling profitability story.
Maximum deductions for caregiving-specific expenses
Clean handoff to tax prep with industry expertise
Audit-ready documentation for IRS and state licensing
Proper categorization of all expenses as they happen
No year-end scramble to categorize facility expenes
Retirement-Ready Wealth Building
Your Adult Family Home P&L should align with your personal retirement goals. We help you see the big picture to build generational wealth, not just pay bills.
Track facility profitability against your personal timeline
Optimize cash flow for business growth and personal security
Structure distributions for maximum tax efficiency
Plan exit strategies based on actual financial performance
Build generational wealth, not just pay operational costs
Financial Planning
Janet's Adult Family Home now generates enough consistent profit for her to max out retirement contributions AND save for a second facility.
100% Washington State Tax Compliance
We only do Washington businesses, so we know every nuance of state law – from the $16.28 minimum wage to complex Seattle payroll expense taxes for larger employers.
Washington Cares Fund contributions and reporting
Labor & Industries (L&I) quarterly filings
Paid Family Leave contributions and claims
Employment Security Department reporting
All quarterly reports filed on time, every time
Time Saved
Most small business owners spend 8-12 hours per month on payroll tasks. That's 96-144 hours per year you could be spending on growing your business instead.
Human Support
When you call, you get a real person who knows your business , so you don’t have to become the expert on every payroll question or compliance issue.
Employee Satisfaction & Support
Most small business owners spend 8-12 hours per month on payroll tasks. That's 96-144 hours per year you could be spending on growing your business instead.
Workers' Compensation claims filing assistance
Unemployment claims assistance and documentation
Paid Family Leave benefit applications
Washington Cares benefit navigation
W-4 completion and withholding adjustments
Strategic Partnership
We don't just process payroll – we help you optimize your entire employee cost structure.
Cost-saving recommendations based on your specific situation
Growth planning for hiring and expansion
Benefits integration advice
Compliance updates delivered before they affect you
24/7 help when you need it
Zero-Risk Guarantee
Certified payroll professionals handling your account with full liability insurance for your peace of mind

Special Services for Washington Businesses

Generic accountants see numbers. We see your facility's financial health, growth potential, and profit optimization opportunities.

Payroll Migration

Complete data transfer from your current system

Zero disruption to employee payments

Historical data preservation for tax purposes

Usually completed in 7-10 business days

Already stuck with another provider? We'll rescue you without missing a beat.

Get Your Facility Financial Analysis
Free 30-minute consultation to review your current setup

S-Corp Payroll Compliance

Reasonable salary calculations that pass IRS scrutiny

Quarterly payroll processing if that's all you need

Owner-only payroll solutions

Tax optimization strategies specific to S-Corps

S-Corp owners need payroll for tax compliance – we make it simple and cost-effective.

Get Your Facility Financial Analysis
Free 30-minute consultation to review your current setup

Payroll Impact Analysis

Monthly profitability impact reports

Annual tax deduction optimization

Cash flow forecasting including payroll obligations

Compliance cost analysis (so you know what you're saving)

Understanding how payroll affects your bottom line and tax strategy.

Get Your Facility Financial Analysis
Free 30-minute consultation to review your current setup

Let's find the right plan for your facility

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Common benefits across all facilities

All tax filings and deposits
Contract and welcome packet creation
Dedicated account specialist
Year-end tax forms
Employee support services
Unlimited payroll runs
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Virtual Tax Services (Secure & Convenient for Busy Facility Owners)

Professional Caregiving Facility Tax Prep

Why waste time driving across town when we can deliver better facility results digitally?

HIPAA-Compliant
  • Healthcare grade
  • Secure portal
  • Digital signature
Faster, More Efficient
  • Video consultations
  • Documents upload
  • Portal access
  • Work from anywhere
Complete Flexibility
  • Video consultations
  • Documents upload
  • Portal access
  • Work from anywhere

Virtual Excellence (Because Your Time Should Be Spent on Resident Care)

Professional Results, Zero Commute

Our virtual-first approach delivers better financial results faster, so you can focus on what matters most

Faster, Smarter Service
  • Real-time collaboration
  • Instant document sharing
  • Screen-sharing support
  • 24/7 access
Better Value
  • Healthcare grade
  • Secure portal
  • Multi-factor authentication
  • Better security
HIPAA Compliant
  • Healthcare grade
  • Secure portal
  • Multi-factor authentication
  • Better security

Virtual Service Delivery (Because Your Time Is Precious)

The Modern Way to Handle Payroll – No Office Visits Required

Forget the old days of driving across town for payroll meetings. Professional payroll management delivered virtually with better results than traditional in-person service.

Instant Access & Communication
  • Real-time collaboration
  • Same-day responses
  • Screen sharing sessions
  • Document sharing
Lower Costs, Higher Value
  • Bank level encryption
  • Secure document uploads
  • Digital signatures
  • Cloud-based access
Bank-Level Security & Convenience
  • Bank level encryption
  • Secure document uploads
  • Digital signatures
  • Cloud-based access

Virtual Excellence (HIPAA-Compliant & Convenient)

Professional Results Without Leaving Your Facility

Our virtual-first approach delivers better results while you focus on your residents.

Healthcare-Grade Security
  • HIPAA-compliant encryption
  • Secure portal for you
  • Multi-factor authentication
  • Better security
Faster & More Convenient
  • Dedicated facility specialist
  • Video consultations
  • Same-day response
Personal Service, Professional Results
  • Dedicated facility specialist
  • Video consultations
  • Same-day response

Gain Peace of Mind and Financial Clarity

Experience the difference specialized services CarebearBooks can offer. Our service is designed to simplify your operations, provide crucial insights, and ultimately give you greater peace of mind.

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Accurate accounting
Caregiving specialists
Tax compliance
85%
Accuracy
85%
150%
YoY Growth
Money guarantee
CLIENT REVIEWS

Frequently asked questions

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