Medical Incentive Advisors specializes in little-known tax strategies to maximize income for medical practice owners.
Our specialties include innovative tax planning on an ongoing basis, capturing the dollar-for-dollar tax credits for research and development (R&D) and the Employee Retention Credit (ERC).
At Medical Incentive Advisors, we are all about the relationships we build with our clients. With a 5-star customer satisfaction rating and tens of millions of dollars in recoveries to date, Medical Incentive Advisors is the go-to for tax solutions for the medical industry.
Medical Incentive Advisors is powered by the team of specialty accountants at Aligned Advisors to review your taxes and ensure you are maximizing all opportunities for your business now and in the future. Additionally, our ERC & R&D tax credit services fall under the umbrella of American Incentive Advisors (AIA).
As experts in the medical field, we are able to identify obstacles before they arise. We have tailored our process to fit the time constraints of even the busiest medical professionals. Our main goal is to put more money in our client’s pockets for the work they do every day.
With a combined 200+ years of team experience, 4 best-selling books, and a master’s in Tax Law, our team of CPA specialists are experts in all things tax-related. This is their sole focus—and it shows.
Our relationships with our clients are the foundation of our business. We take time to get to know each and every client, closely identifying personal needs and simply, instilling confidence in our practice. At Medical Incentive Advisors, we view every client as a lifetime relationship—because it is. We want to be your partner throughout your company’s lifecycle.
We have a long-term commitment to success and thrive on making a complicated process easy. With our signature methodology, we remove the risk and produce high-integrity results that stand up to scrutiny. We meticulously work through your financials on your behalf in order to maximize your return, allowing you more time for what matters most.
Each day we work to do right by our clients so that they can minimize their tax liability and earn all of the profits they work hard to earn.
OUR PROCESS
MEET OUR TEAM
Corbin Rayburn
CEO & Founder of Medical Incentive Advisors
Corbin Rayburn has worked in the financial services industry for the last 15 years. He holds a bachelors in Government and Political Science from the University of Texas, where he also played collegiate baseball. When he’s not at work, he enjoys spending time with his daughter and coaching baseball.
Joseph Rose
Certified Public Accountant
BSBA graduate of the University of Arizona in accounting and licensed certified public accountant in Arizona, Mr. Rose has served the Phoenix and Tucson area for over 24 years. Mr. Rose also assists with the Tucson Affiliate of WOCN, is a certified tax strategist and a certified tax coach. This premier group of certified tax coaches features less than 300 specialists in 50 states who have been awarded this specialized designation.
With a distinguished reputation with the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants, Mr. Rose is an acclaimed advisor for affluent families, business owners, elite professionals and real estate investors helping them save thousands of dollars wasted in taxes and more of their hard-earned money.
Mr. Rose, a native of South Texas, supports local philanthropic organizations and often volunteers his time to charitable causes. When he’s not volunteering or advising, Mr. Rose is writing. He has published three best selling books on reducing your tax burden.
Kevin Dunham
Certified Public Accountant
Mr. Dunham is a multi-state licensed CPA (FL, NY & TX) with 20+ years of deep experience in transaction and business advisory services. This includes structuring, planning, due diligence, and buy or sale process management. Mr. Dunham has experience as well in tax planning and consulting, including post-merger/acquisition integration and change management, particularly in the Energy, Real Estate and Real Estate Development, Manufacturing, Distribution, and Technology industries. Kevin has worked with large, midsize and small businesses utilizing the tax code to claim a variety of tax credits and incentives.
Devin Simon
Certified Public Accountant
Devin is a Certified Public Accountant with 15 years’ experience. His diverse background includes tax preparation and planning, accounting, audit defense, sales & use tax consulting, and financial projections and analysis. In addition to working with small businesses and individuals, Mr. Simon has also been the Head of Tax for a publicly traded, Fortune 500 company in the technology/fiber optic industry. Devin enjoys working with a variety of business entities providing specialized tax work while assisting claiming R&D credits.
Matthew Harrington
Certified Public Accountant
Matthew Harrington is a Certified Public Accountant and holds a Master’s of Science Degree from Florida Atlantic University in Business Taxation & Tax Law. Before landing a coveted position with Berkowitz Pollack Brant Advisors and Accountants, Matt worked in both the International and Financial Services Groups as an Intern for Price Waterhouse Coopers. Most recently, Matt has served as a Senior Accountant for the W5 Group based out of South Florida. Matt has experience in Business and Professional Regulation, Real Estate, Corporate Taxes and SALT, Research & Development among other specialties. Matt has played an intricate role in working as a liaison between state and federal governments, CPA’s and our valued customers.
Joseph Davis
Certified Public Accountant
Joe is well-rounded specializing in working with entrepreneurs and business owners. Upon earning his Master of Accountancy from the Jack C. Massey Graduate School of Business, Belmont University, Joe began his career as a CPA, licensed by the Tennessee Board of Accountancy. Joe has held a variety of accounting positions while gaining a variety of valuable experiences working for both accounting firms and directly for several privately held companies. Having served as an Account Manager, Finance and Operations Manager, Accounting and Tax Services Manager and Supervisor of Entrepreneurial Services, Joe has assisted many corporate and individual clients in planning future tax liabilities, identifying tax saving opportunities, managing client accounts, preparing tax returns for regional professional clients while helping business owners get peace of mind regarding the local, state and federal tax landscape.
