Retirement Communities

At DZH Phillips, our retirement community clientele comprise a primary focus of our business.  We provide accounting and assurance services to a broad range of sectors, including independent living, elder care, skilled nursing, dementia and adult day healthcare. 

The staff at DZH Phillips understands that the retirement community faces many challenges and opportunities, and we are familiar with the best methods of handling the issues surrounding the industry.  We are well-versed in complexities such as staffing, training, capital expenditures, depreciation, third-party billing, MediCal, and other factors, and our focus is to assist in helping your organization reduce tax liability, manage risk, and remain profitable. 

We know how important it is to stay abreast of the ever-changing medical and regulatory environment, and our team of experts maintains their knowledge through a variety of educational opportunities and industry involvements with organizations such as the Aging Services of California.  Our goal is to provide the very best, most current advice, and to help our retirement community clients grow and succeed.

Services

DZH Phillips provides a comprehensive breadth of services to our retirement community clients, including the following:

  • Audited financial statements
  • Annual reports to the Department of Social Services
  • Cost reporting
  • Nonprofit and for-profit tax preparation

Contact us

For information about our clients and the services we offer to retirement communities, please contact us at (415) 781-2500 or email cpas@dzhphillips.com.

Contact Us

To learn more about how DZH Phillips can assist your firm, organization, or family, please contact us at the following:

T (415) 781-2500
E cpas@dzhphillips.com