Medicare, Medicaid & Medi-Cal cost report preparation [more]


Medicare & Medicaid patient billing services [more]


Bookkeeping & Payroll for healthcare providers [more]


Business & individual state and federal tax services [more]

Helpful Checklists/Forms

Please use the following Forms/Checklists to provide us with the information we need to prepare and submit your cost reports.

Our checklists usually come in two versions: The long-form for your first submission as a new client, and the short-form for any subsequent years' submission.

Our checklists are PDF fill-in forms which allow you to save and print or e-mail the information you filled in. You can either click on the link to open the file in your browser or right-click to download the file without viewing it first (select "Save Target As" (Internet Explorer) or "Save Link As" (Firefox) in the contextual menu). Be sure to use the Save function of Adobe Reader rather than the web browser's "save" menu option when completing a fill-in form.

Once done, please upload your form in your File Cabinet or email it to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

To download and print PDF files, you will need to have the Adobe Acrobat Reader software installed in your computer. You can download the latest version of Acrobat Reader FREE from the Adobe Reader download page on Adobe's Web site.