Healthcare Tax Services

PYA provides healthcare tax services for hospitals, health systems, physician organizations, and other healthcare providers with complex tax planning, compliance, reporting, and advisory needs. Our healthcare tax professionals advise both for-profit and tax-exempt organizations, bringing technical tax knowledge together with a practical understanding of the healthcare regulatory environment.

From transaction and affiliation support to IRS representation, exempt status matters, Schedule H, IRC Section 501(r), unrelated business income, and executive compensation analysis, PYA helps healthcare organizations manage tax exposure and support compliance. Our work is designed to help leaders make informed decisions that align tax requirements with operational and strategic priorities.

Our Healthcare Tax Services

Tax Planning and Advisory Services

Transaction Structuring for Joint Ventures and Affiliations
Best Practices Assessments
Nonqualified Deferred Compensation
IRS Representation and Examination Support
Worker Classification
Employee Benefit Plans
Due Diligence

Tax Exempt Organizations

Applications for Exempt Status and Coordination of Approval Process
Community Benefit Reporting
Community Health Needs Assessments
Schedule H, Hospitals, and Related Preparation, Review, and Assessments
IRC Section 501(r) Compliance
Board Structure and Governance
Board Education
Unrelated Business Income Assessments
Executive Compensation Analysis

Tax Filings

Federal, State, and Local Income Tax and Informational Returns
Excise Tax Returns

Tailored Tax Solutions for Healthcare Providers

Distressed Healthcare Organizations Advisory Services | PYA

In-Depth Tax Advisory & Planning

PYA’s healthcare tax team offers transaction structuring, best practices assessments, tax planning, and sophisticated advisory services designed to reduce exposure and align with organizational goals.

Compliance for Tax-Exempt Entities

For nonprofit hospitals, health systems, and related entities, PYA supports applications for exempt status, community benefit reporting, IRC Section 501(r) compliance, unrelated business income evaluations, and governance structuring.

Representation, Filings, and Examination Support

PYA handles federal, state, and local tax returns, excise tax filings, and provides IRS representation, worker classification evaluation, and defense support during audits or examinations.

Healthcare Tax Services Frequently Asked Questions

What tax planning areas should be considered in a healthcare joint venture or affiliation?

Review transaction structuring, due diligence, and relevant compensation, employee benefit, and tax-exempt considerations together. The appropriate scope depends on the proposed arrangement and should connect tax planning with its operating purpose and strategic priorities.

Which tax-exempt compliance responsibilities may require coordinated oversight?

Exempt status, community benefit reporting, Schedule H, Section 501(r), unrelated business income, governance, and executive compensation can require related oversight. The responsibilities that apply depend on the organization and its activities.

How can a hospital strengthen its community benefit reporting process?

Identify the stakeholders responsible for the information, clarify how data is compiled, and review how it is reported. Understanding Schedule H and community benefit reporting helps connect hospital activities with the information used in tax reporting.

Which workforce-related tax issues may need review in a healthcare organization?

Worker classification, employee benefit plans, nonqualified deferred compensation, and executive compensation may require review. Consider those issues together when a proposed arrangement affects tax reporting, benefits, or governance.

What filing and examination support may be relevant for a healthcare organization?

The work may include federal, state, and local income tax and informational returns, excise tax returns, IRS representation, and examination support. The appropriate assistance depends on the entity’s status, activities, and the matter under review.

The PYA Difference

Over our 40-year history, PYA has consistently delivered high-value advisory services to our national client base. Our team is deployed to develop custom plans using proven approaches and work plans.

Independence

Private ownership means we answer only to our clients, not to third-party investors, giving us the freedom to be thorough and thoughtful in our work. We judge our success by our clients’ success.

Relationships

We value long-term relationships and work hard to maintain them. Our commitment to client relationships and the communities we serve remains constant.