Your CPA Tax Expert for Therapists.

At Middle Market Advisory LLC (MMA), we like it complicated. And we get you: deducting CEUs, office expenses, and conferences shouldn’t take you away from your healing mission—we provide a clear, stress‑free space to navigate your practice questions.

What makes us different? Se habla español.
Our bilingual team specializes in:

Business & Career Clarity

Clarity on your next big business or career move.

Tax Prep (1040s, 1120s)

Tax Prep: Seamless 1040s, 1120s/1120-S, plus Texas Franchise.

Business Tax Filing

Business Taxes—stress-free filing so you focus on clients, not audits.

"The financial clarity and operational structure we gained from their bilingual expertise were invaluable. Their guidance has directly led to a 15% increase in cash flow."

— Maria C., CEO, Global Tech Distributor

"Our company’s cross-border tax structure was a constant source of stress and confusion. We finally feel confident that we are not only compliant but positioned competitively on a global scale."

— David P., Owner, European Import/Export Firm

"MMA’s M&A due diligence process was thorough and prepared us perfectly for the sale. They streamlined our financial reporting and helped us accurately assess our value."

— The Rodriguez Family, Former Owners, Regional Manufacturing

"Middle Market Advisory truly 'likes it complicated.' They guided us through every financial and regulatory hurdle, giving us the solid foundation we needed to succeed here."

— Jin W., COO, Asia-Pacific Logistics Provider

"Their data-driven approach quickly pinpointed where our working capital was inefficiently tied up. Their solutions were practical, measurable, and led to a rapid 10% reduction in our inventory holding costs."

— Robert H., President, Custom Parts Manufacturer

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Expert Tax Guidance for Mental Health Pros – Save and Stay Stress-Free.

Services: LLC, S-Corporation, Self-Employed / 1099 / Schedule C, 1120, Tax Strategy & Planning, Income Tax Credits & Deductions, Estimated Taxes, Extensions, Payroll Taxes, ADP, Q&A, Quarterly Tax Analysis, Prior Year’s Tax Efficiency, SEP / Simplified Employee Pension Plan, Education Deductions, Sales & Use Tax.

We Work With

Therapists

Doctors

Lawyers

Middle Market Advisory LLC was founded by Andrew Barker, an actively licensed CPA and MBA in Finance & International Business from NYU. Andrew specializes in helping businesses maximize efficiency, improve financial management, and align strategy for growth. His proven leadership in tax strategy, operations, and cash flow underpins the services MMA LLC provides to clients across industries.

Bright Funding FAQ
Who does Andrew Barker your CPA work with?
+

Practical Tax Strategies for Therapists.
Clarity on your next big business or career move.
Tax Prep: Seamless 1040s, 1120s/1120-S, plus Texas Franchise tax.
Business Taxes—stress-free filing so you focus on clients, not audits.

What tax services does Andrew Barker CPA provide?
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Service 1: Evaluating Tax Status, planning Estimated Taxes, Extensions, and filing current Tax Returns (what you need now for 2025).

Service 2: Preparing ahead of time to take advantage of the tax rules and not be surprised for your next Tax Return (what you need for 2026).

Service 3: Tax Planning & Strategy to take advantage of the tax rules as your practice evolves and grows (what you need for the next few years).

Service 4: Schedule C, LLC, PLLC, S-Corp and more.

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You change lives every day—let us change yours.

Contact Us.

[email protected]
| (469) 403-4944 |

Or, let’s schedule a relaxed follow-up chat.

*Disclaimer: Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Middle Market Advisory LLC would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.Our goal is always to deliver results to you as quickly as possible while maintaining the highest level of quality.

About Your CPA.

Texas-based Tax Advisor Specializing in Therapy Practices.

He is an actively licensed Certified Public Accountant (CPA) in Texas, New York and Florida as well as an MBA from NYU in Finance & International Business.

Beyond his corporate leadership, Andrew has served on advisory boards including The American Society in Mexico and the Dallas Business Club. His expertise lies in guiding family-owned, private, and nonprofit organizations toward greater efficiency and productivity. With a track record of success in global business and international financial management, Andrew offers clients executive-level insight and strategic alignment, ensuring sustainable growth and long-term financial health.

He is also a member of the AICPA / Association of International Certified Professional Accountants.

Founded in 2018 to give small business owners access to the expert tax and accounting support usually reserved for larger firms, Andrew has since made therapists and mental health professionals one of his favorite communities to serve.

Do I need a CPA?

You Probably Do If:

  • You're self-employed or run a business (Schedule C, LLC, PLLC, or S-Corp) and want to stay compliant while maximizing deductions.

  • You feel overwhelmed by tax rules, quarterly payments, or bookkeeping and want expert guidance.

  • You're planning to grow, hire, or restructure and need strategic financial insight.

  • You want to stop guessing and start making confident, legal, and optimized tax decisions.

You Might Not If:

  • You have only W-2 income, no side business, and your taxes are straightforward.

  • You’re comfortable using DIY tax software and don’t need personalized advice.

  • You’re not ready to share financial details or take action on recommendations.

  • You’re looking for investment advice or portfolio management (a CPA isn’t a financial advisor).

Practical Tax Strategies for Therapists.

  • Choose the right structure: Schedule C, LLC, PLLC, or S-Corp.

  • Set up reasonable salary if you're an S-Corp.

  • Separate personal and business finances.

  • Use bookkeeping tools that match your workflow.

  • Automate quarterly tax payments to avoid penalties.

  • Build a tax reserve so April never feels like a surprise.

MMA LLC helps mental health professionals save 15-20% on taxes, freeing cash for what matters:

Your practice, your family, your hope. No jargon.
Make your money work for you; not the taxing authorities, legally.*

Stop wasting time and get caught up.
Tax planning needs to happen NOW - "later" usually means next year - which is too late.

*Disclaimer: Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Middle Market Advisory LLC would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.Our goal is always to deliver results to you as quickly as possible while maintaining the highest level of quality.

Tax Planning & Strategy

Not Just Tax Return Prep.

LLC, S-Corporation, Self-Employed / 1099 / Schedule C, 1120, Tax Strategy & Planning, Income Tax Credits & Deductions, Estimated Taxes, Extensions, Payroll Taxes, ADP, Q&A, Quarterly Tax Analysis, Prior Year’s Tax Efficiency, SEP / Simplified Employee Pension Plan, Education Deductions, Simple Practice, Alma, and Headway Users, Sales & Use Tax.

Our Services.

Small Business Income Tax Preparation

$2,500

Federal and State income tax returns preparation for Small Businesses and Owners.

We welcome Intuit QuickBooks Online using businesses.

Preparación y Presentación de Declaraciones Fiscales

$2,500 USD

Declaraciones de impuestos federales y estatales para pequeñas empresas y propietarios.

Sí, hablamos español de negocios.

Income Tax Preparation for Soon-To-Be High Net-Worth Individuals

$5,000 minimum

Federal & State income tax planning, preparation, and strategy for U.S. and/or Mexico-based individuals.

Virtual Fractional CFO

$37,500 / quarter

Fractional CFO services by a former seated CFO and Big 4 consultant. Strategic leadership, tax oversight, financial reporting, and bilingual support.

Tax Preparation and Monthly Accounting for Middle Market companies

$7,500 per month

Management of your monthly accounting and tax preparations. We are equipped to handle general ledger mapping, bank account and balance sheet reconciliations, cash flow and balance sheets, marketing spend analysis, accounts receivable aging analysis, and monthly tax returns.

Personal and Business Accounting, Tax & Financial Reporting

$19,500 per month

For entrepreneurs and investors, we offer complete bookkeeping, accounting, tax, and financial reporting from the ground up, including bi-weekly planning and review calls.

NewCo creation for foreign ParentCo – Turnkey

$150,000 one year engagement

We specialize in structure and interactions between foreign companies. If you’re creating or acquiring a new company, we create tax and compliance efficient complete turn-key solutions. We also file initial corporate, tax, and accounting structure documents.

Ad-hoc Consulting and Advisory

$3,500 minimum

Need strategic advice? Whether you’re looking for an executive level consultation or more long-term tactical advisory, MMA is ready to bring perspective.

M&A Target Assessment

Minimum of $12,500

We conduct an initial assessment of any business you are looking to acquire. This assessment includes identifying potential investment targets, making contact with suitable potential targets, and initiating conversations with them for pre Due Diligence assessment. These conversations will gather the most recent information about the company and how amenable to a merger or acquisition the company is.

M&A Due Diligence

Minimum of $27,500

We assist with the sales and acquisitions of businesses by completing the financial and accounting Due Diligence which includes the Quality of Earnings (Q of E), Quality of Assets (Q of A), EBITDA Bridge, EBITDA vs Free Cash Flow, Working Capital vs Profitability, and Evaluations of Enterprise Value which are essential for evaluating a potential deal or transaction.

Working Capital Evaluation

Minimum of $5,000

Most manufacturers and distributors have too much capital tied up and poorly utilized in Inventory and Accounts Receivable. We identify working capital inefficiencies that cause low ROI and hung-up cash. This evaluation includes the proposal of potential solutions.

Capital Funding Negotiation

Minimum of $5,000

Arrive at your funding negotiations with financials, budgets, forecasts, and projections that support your business case and loan / capital requests that are strategically organized for presentation.

Financial Report Management for Investor Pitches and Board Presentations

Minimum of $7,500

Arrive at your funding negotiations with financials that support your business case and loans. MMA organizes and cleans-up material misclassified in your books. Financial statements, budgets, and forecasts are organized for presentation.

Insurance and Risk Evaluation

Minimum of $3,000

Many companies are overpaying for insurance – while still being over exposed to risk - the worst of both worlds. MMA can provides a concise and easy-to-understand analysis of current corporate/business-coverage, including potential alternatives.

R&D Tax Credits

Varies depending on scope

Identify the R&D tax credits that best suit your business given your particular industry and operations - regardless of the systems in place or the size of your business - by determining eligibility, assessing your activities, reviewing your payroll and other systems, then documenting and capturing the applicable R&D tax credits.

Mexican Income Tax (ISR) and VAT (IVA)

$3,500 USD mínimo

We resolve pending Mexican tax filings for US and foreign entities in Mexico. Our lead advisor is fluent in business Spanish and we have an in-house CPA (“Contador Publico”) based in Mexico City.

Move Production / Sourcing from China to the Americas - Nearshoring / Reshoring / Offshoring / Friendshoring

Minimum of $15,000 USD per month and 4 month commitment

Ready to reduce your China risk and exposure and take advantage of Mexico or Colombia? We identify real options to convert your operations and supply chain from sources of problems to sources of competitive advantage in the Americas.

Servicios de Consejero

$3,500 por mes USD

Nosotros le ayudaremos a monitorear su información financiera para proveerle de una estrategia con opciones reales y adecuadas al mercado y su industria al nivel de Consejero y también le asesoraremos para manejarlas.

Solutions Tailored To You.

Andrew’s guidance has empowered clients to earn more, save smarter, and eliminate debt. You don’t have to carry the financial worry alone—we’re here to help.

FAQs

Bright Funding FAQ
Who does Andrew Barker your CPA work with?
+

Practical Tax Strategies for Therapists.
Clarity on your next big business or career move.
Tax Prep: Seamless 1040s, 1120s/1120-S, plus Texas Franchise tax.
Business Taxes—stress-free filing so you focus on clients, not audits.

What tax services does Andrew Barker CPA provide?
+

Service 1: Evaluating Tax Status, planning Estimated Taxes, Extensions, and filing current Tax Returns (what you need now for 2025).

Service 2: Preparing ahead of time to take advantage of the tax rules and not be surprised for your next Tax Return (what you need for 2026).

Service 3: Tax Planning & Strategy to take advantage of the tax rules as your practice evolves and grows (what you need for the next few years).

Service 4: Schedule C, LLC, PLLC, S-Corp and more.

Where are you located?
+

Virtually and 17440 Dallas Parkway – Suite 102.

How do I get started with Middle Market Advisory LLC?
+

Please chose your preferred time on Calendly and also send me an email.

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Here's My Guarantee.

I stay up-to-date on financial best practices, tools, and trends.
But more importantly, I apply what I know with practical results.*

Make your money work for you; not the taxing authorities, legally.

*Disclaimer: Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Middle Market Advisory LLC would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.Our goal is always to deliver results to you as quickly as possible while maintaining the highest level of quality.

Contact Us.

Let’s start reducing your tax bill now.*

Ready to Grow without Worrying about Taxes?

Let’s connect and discuss what’s next.

[email protected]
| (469) 403-4944 |

Pick a time that works for you.

*Disclaimer: Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Middle Market Advisory LLC would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.Our goal is always to deliver results to you as quickly as possible while maintaining the highest level of quality.

Middle Market Advisory – Privacy Policy

Privacy Policy

For Middle Market Advisory LLC

Middle Market Advisory LLC (“Middle Market Advisory”) operates middlemarketadvisory.com and may operate other websites. It is Middle Market Advisory’ policy to respect your privacy regarding any information we may collect while operating our websites.

Website Visitors

Like most website operators, Middle Market Advisory collects non-personally-identifying information of the sort that web browsers and servers typically make available, such as the browser type, language preference, referring site, and the date and time of each visitor request. Middle Market Advisory’ purpose in collecting non-personally identifying information is to better understand how Middle Market Advisory’ visitors use its website. From time to time, Middle Market Advisory may release non-personally-identifying information in the aggregate, e.g., by publishing a report on trends in the usage of its website.

Middle Market Advisory also collects potentially personally-identifying information like Internet Protocol (IP) addresses for logged in users and for users leaving comments on middlemarketadvisory.com blogs/sites. Middle Market Advisory only discloses logged in user and commenter IP addresses under the same circumstances that it uses and discloses personally-identifying information as described below, except that commenter IP addresses and email addresses are visible and disclosed to the administrators of the blog/site where the comment was left.

Gathering of Personally-Identifying Information

Certain visitors to Middle Market Advisory’ websites choose to interact with Middle Market Advisory in ways that require Middle Market Advisory to gather personally-identifying information. The amount and type of information that Middle Market Advisory gathers depend on the nature of the interaction. For example, we ask visitors who sign up at middlemarketadvisory.com to provide a username and email address. Those who engage in transactions with Middle Market Advisory are asked to provide additional information, including as necessary the personal and financial information required to process those transactions. In each case, Middle Market Advisory collects such information only insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with Middle Market Advisory. Middle Market Advisory does not disclose personally-identifying information other than as described below. And visitors can always refuse to supply personally-identifying information, with the caveat that it may prevent them from engaging in certain website-related activities.

Aggregated Statistics

Middle Market Advisory may collect statistics about the behavior of visitors to its websites. Middle Market Advisory may display this information publicly or provide it to others. However, Middle Market Advisory does not disclose personally-identifying information other than as described below.

Protection of Certain Personally-Identifying Information

Middle Market Advisory discloses potentially personally-identifying and personally-identifying information only to those of its employees, contractors and affiliated organizations that (i) need to know that information in order to process it on Middle Market Advisory behalf or to provide services available at Middle Market Advisory’ websites, and (ii) that have agreed not to disclose it to others. Some of those employees, contractors and affiliated organizations may be located outside of your home country; by using Middle Market Advisory’ websites, you consent to the transfer of such information to them. Middle Market Advisory will not rent or sell potentially personally-identifying and personally-identifying information to anyone.

Other than to its employees, contractors and affiliated organizations, as described above, Middle Market Advisory discloses potentially personally-identifying and personally-identifying information only in response to a subpoena, court order or other governmental request, or when Middle Market Advisory believes in good faith that disclosure is reasonably necessary to protect the property or rights of Middle Market Advisory, third parties or the public at large. If you are a registered user of a middlemarketadvisory.com website and have supplied your email address, Middle Market Advisory may occasionally send you an email to tell you about new features, solicit your feedback, or just keep you up to date with what’s going on with Middle Market Advisory and our products. If you send us a request (for example via email or via one of our feedback mechanisms), we reserve the right to publish it in order to help us clarify or respond to your request or to help us support other users. Middle Market Advisory takes all measures reasonably necessary to protect against the unauthorized access, use, alteration or destruction of potentially personally-identifying and personally-identifying information.

Cookies

A cookie is a string of information that a website stores on a visitor’s computer, and that the visitor’s browser provides to the website each time the visitor returns. Middle Market Advisory uses cookies to help Middle Market Advisory identify and track visitors, their usage of Middle Market Advisory website, and their website access preferences. Middle Market Advisory visitors who do not wish to have cookies placed on their computers should set their browsers to refuse cookies before using Middle Market Advisory’ websites, with the drawback that certain features of Middle Market Advisory’ websites may not function properly without the aid of cookies.

Business Transfers

If Middle Market Advisory, or substantially all of its assets, were acquired, or in the unlikely event that Middle Market Advisory goes out of business or enters bankruptcy, user information would be one of the assets that are transferred or acquired by a third party. You acknowledge that such transfers may occur and that any acquirer of Middle Market Advisory may continue to use your personal information as set forth in this policy.

Ads

Ads appearing on any of our websites may be delivered to users by advertising partners, who may set cookies. These cookies allow the ad server to recognize your computer each time they send you an online advertisement to compile information about you or others who use your computer. This information allows ad networks to, among other things, deliver targeted advertisements that they believe will be of most interest to you. This Privacy Policy covers the use of cookies by Middle Market Advisory and does not cover the use of cookies by any advertisers.

Privacy Policy Changes

Although most changes are likely to be minor, Middle Market Advisory may change its Privacy Policy from time to time, and at Middle Market Advisory’ sole discretion. Middle Market Advisory encourages visitors to frequently check this page for any changes to its Privacy Policy. If you have a middlemarketadvisory.com account, you might also receive an alert informing you of these changes. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.

*Last updated: December 2025*

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