Medical CPA
A CPA who speaks your specialty.
Tax preparation, bookkeeping, payroll, and S-Corp strategy for Colorado Springs physicians and medical practice owners — with year-round advisory support.
Who We Serve
Built for physicians and practice owners.
Medical practices face complex tax and accounting situations: high earned income, multi-state moonlighting, retirement plan design, and entity structure decisions that affect your take-home for decades. We've helped Colorado physicians navigate all of it for 40+ years.
Practices We Work With
Built for practices like yours.
- Primary care and family medicine
- Specialists (cardiology, derm, ortho, etc.)
- Concierge and DPC practices
- Surgeons and surgical groups
- Locum tenens / 1099 physicians
- Medical practice owners with 1–10 staff
Tax Issues We Solve
Common challenges we handle.
1099 Locum Income
Quarterly estimates, retirement plan design (Solo 401(k), SEP), and home-office deductions handled correctly for moonlighting income.
S-Corp Salary Strategy
Reasonable comp for owner-physicians is heavily scrutinized. We benchmark and document salary vs. distribution properly.
Multi-State Filing
Telehealth and locum work across state lines triggers multi-state returns. We handle the apportionment and credits cleanly.
Retirement Plan Design
Cash-balance plans, defined-benefit pensions, and Solo 401(k)s — we coordinate with your plan administrator to maximize deductions.
Equipment Depreciation
Imaging equipment, lab gear, and office build-outs — Section 179, bonus depreciation, and cost segregation when it makes sense.
Practice Buy-In/Buy-Out
Partner buy-ins, partnership agreements, and exit planning structured for the right tax outcome.
Why Lockhart
Why practices choose us.
Practice Experience
We work with physicians and medical practice owners across Colorado.
Year-Round Advisory
Tax planning, not just tax filing — we're available throughout the year.
Coordinated Services
Bookkeeping, payroll, and tax prep handled by the same CPA team.
Local & Family-Led
Colorado Springs CPAs since 1984, moving to Interquest in June 2026.
Let's talk
Ready to simplify
your finances?
From tax preparation to consulting and business formation, our Colorado Springs CPAs are here to help your business and family thrive.
Colorado Springs, Colorado
Mon–Thu: 9am–3pm