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Tax Services for Healthcare Providers

Get more information about our services, submit a request for proposal, or get in touch with a BKD Trusted Advisor™.

Our Tax Insights Can Help Identify Risk & Inspire Confidence

Virtually every financial decision you make has tax implications. As your organization becomes more complex, your tax risk increases. How are you actively managing tax risk today?

BKD’s healthcare tax advisors understand the challenges facing for-profit and tax-exempt organizations, subsidiaries, and joint ventures. We can help you take advantage of tax law benefits and provide insights to reduce your tax burden. Learn more about our services below.

And—to reinforce our commitment to healthcare tax—our advisors are involved in national associations. Partner Mike Engle, for example, sits on the AICPA Exempt Organizations Taxation Technical Resource Panel.

Check out our Tax Advisor and Tax Reform Resource Center to explore potential solutions and stay up to date on tax provisions affecting you.

Contact us today to see if one of our trusted tax advisors can help with your unique set of circumstances.


BKD annually prepares thousands of tax returns for individuals, various types of businesses, trusts, and tax-exempt entities. We also provide a variety of tax planning and consulting services.

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Tax-Exempt Services

Tax-exempt providers have a lot to consider. BKD has years of experience supporting those in the healthcare industry with their tax needs—from small rural hospitals to complex multihospital health systems.

As the third largest hospital-paid preparer of 2013 Form 990s, compared to other CPA firms nationwide, our tax professionals have significant regulatory expertise. We understand that virtually every decision you make has tax implications, so reporting accuracy and complete documentation are incredibly important.

Whether you need help with tax preparation, compliance assistance, or consulting solutions, our tax team can help.

501(r) Compliance

The procedures generally included in our review are:

  • Review of your financial assistance policy (FAP), financial assistance application, and FAP plain language summary
  • Review of your billing and collections policy, particularly as it relates to financial-eligible patients
  • Discussion with your personnel on billing and collections practices for financial assistance-eligible patients
  • Review amounts generally billed (AGB) computation
  • Review of documentation related to translations of the financial assistance policy and related documents
  • Review of your website and Schedule H of Form 990
  • Meet with appropriate individuals selected by management to review requirements under Sections 501(r)(4), 501(r)(5), and 501(r)(6) as well as related regulations and discussion of potential issues

If you’d like immediate assistance, contact your BKD Trusted Advisor™ today!

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Community Health Needs Assessment (CHNA)

Our CHNA process is designed around the requirements given under Internal Revenue Code (IRC) Section 501(r)(3) for hospitals exempt from taxation under 501(c)(3). Our tax advisors have years of experience performing health needs assessments under various methodologies—including preparation of certificate of need applications and demand analyses—as well as performing operational assessments for hospitals and other healthcare providers.

Our six-phase CHNA process includes:

  1. Strategy and planning
  2. Community research and analysis
  3. Key informant interviews
  4. Community health input questionnaire(s)
  5. Identification and prioritization of community health needs
  6. Recommendations, IRC Section 501(r) compliance, and reporting

Form 990 Assistance

To help not-for-profit healthcare providers address challenges associated with IRS Form 990, we developed BKD 990connect. This innovative tool saves time, simplifies the preparation process, and allows users to communicate directly with their tax advisor.

With 990connect, you can:

  1. Compare this year’s information to previous years
  2. Monitor progress and assign tasks
  3. View questions only applicable to your organization
  4. Ask questions and leave comments for your BKD advisor
  5. Access video tutorials and frequently asked questions

Additional Tax-Exempt Solutions

Are you navigating unrelated business income (UBI)? Conducting a transfer pricing study? Need IRS examination representation? We offer a wide variety of solutions.

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Foreign Withholding Tax: A Lost Opportunity?

BKD understands the difficulties nonprofit and public sector organizations face in obtaining funds to further their exempt purpose or secure retirement benefits for their plans’ beneficiaries. That is why we are passionate about helping organizations navigate the process of reclaiming foreign withholding taxes to avoid leaving money on the table.

Has your organization been informed of the opportunity to obtain refunds of foreign withholding taxes on investment income, but you don’t know how to manage the reclaim process? BKD can help provide proactive, tailored guidance and the resources you require to file a claim for refund, including reclaim analysis, documentation preparation and assistance, preparation and submission of claims, as well as claim denial investigation and resolution.

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How can we help you?

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We have 41 offices in 19 states , with BKD Trusted Advisors™ who offer solutions for clients across the country.

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