Whether you operate a retirement community, skilled nursing facility or other organization related to senior living, you need the assistance of professionals who know the industry and can help you optimize financial performance. In other words, you need YHB’s Senior Living Industry Team.
Members of our team are dedicated exclusively to serving senior living service providers. They combine specialized training with a keen understanding of the operational, compliance and strategic planning issues that clients like you face on a daily basis. As a result, our experienced professionals excel at delivering audit, tax and advisory services that help achieve your financial and growth goals.
To keep abreast of industry issues and best practices, YHB is active members of the Healthcare Financial Management Association, Healthcare Advisor Association, Virginia Healthcare Association, and the Virginia Association of Nonprofit Homes for the Aging. As the Virginia firm that specializes in serving senior living organizations, we bring a unique community perspective and understanding to our work that enhances the value of the services we provide.
We would welcome the opportunity to be of assistance in these and other areas:
Contact us when it’s time to move forward.
Larry is a graduate of University of Maryland, where he received a degree in Economics in 1976, as well as a DDS from UMD’s Dental School in 1980. He joined YHB in 2022 with Glass Jacobson, bringing over 25 years of experience. At Glass Jacobson, Larry served as the Director of their Dental CPA Practice, helping his dental clients grow their practices and make smarter decisions about dental practice startups, equipment purchases, retirement plans, expansions, practice mergers, exit strategies, and other dental practice matters.
After practicing as a dentist and dental practice owner for over 17 years, Larry made a career change and since 1997 has been advising dental practices as an accountant and business advisor. Larry is a strong advocate of tax planning for dental practices in order to avoid “surprises” at tax filing time.
Larry has contributed dental practice articles to the Madow Brothers Newsletter. He has been interviewed concerning dental-related tax and accounting issues for the Madow Brothers Audio Series CDs. Larry has spoken to the advanced general dentistry residents and fourth-year dental students at the University of Maryland Dental School for several years. Topics included “life as a dentist,” “after dental school,” and “personal finance.” Larry enjoys teaching the dental students and residents these important professional and life lessons and looks forward to this continuing in the future. Larry is also an investment advisor representative.
Julie joined YHB after graduating from Bridgewater College in 2004 and became a certified public accountant in 2006. Since joining the firm Julie has gained significant experience by supporting the YHB Healthcare Team and the general tax practice for individuals and businesses. Julie is a member of the American Institute of Certified Public Accountants (AICPA), Virginia Society of Certified Public Accountants (VSCPA) and National CPA Health Care Advisors Association (HCAA). She is also past treasurer and member of the Winchester’s Latest Rotary. Julie regularly presents to area dentists, physicians, and medical office managers regarding the latest industry, tax and medical issues facing their business.
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“I have worked with the same person for many years- Julie Carper Hay. Julie knows my business and is extremely helpful in communicating with all the people in my organization.” – Anonymous
Adrian began her career at YHB in 1999, with a B.B. A. from Old Dominion University. She is a Personal Finance Specialist (PFS) as well as certified in Strategy & Performance Management from Mentor Plus. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants (VSCPA). She is also an Evaluator for the VSCPA Educational Foundation Scholarship Selection Committee, a Board Member of the Dental Clinic of Northern Shenandoah Valley and a Board Member of the Top of Virginia Regional Chamber
Adrian provides individual and business tax planning, compliance and consulting services to a broad range of clients ranging from family-owned businesses to personal service corporations. She works with businesses and their owners, as well as other successful individuals, with strategic and financial planning. In addition to serving clients, Adrian provides mentoring and tax training for YHB staff members as well as educating local students on the opportunities available for those considering careers in accounting.
Adrian specializes in providing tax and consulting services to individuals, partnerships and corporations. She has extensive experience with the tax and financial challenges business owner’s face. The Personal Financial Specialist (PFS) certification allows Adrian to combine her tax expertise with her knowledge of financial planning to provide clients with comprehensive financial strategies.
One of Adrian’s greatest strengths is her ability to help business owner’s understand and analyze their financial data to enable them to make informed business decisions. She enjoys working with clients to develop effective tax and financial plans then helping them measure their progress. In addition, Adrian believes communication is critical and is continually working with clients to keep them up to date on current developments and tax law changes.
American Institute of Certified Public Accountants, Member
Virginia Society of Certified Public Accountants (VSCPA), Member
VSCPA Educational Foundation Scholarship Selection Committee, Evaluator
Dental Clinic of Northern Shenandoah Valley, Board Member
Top of Virginia Regional Chamber Valley Business Women, Committee Member
B.B.A. from Old Dominion University
Personal Financial Specialist (PFS)
Certificate in Strategy and Performance Management from Mentor Plus
Megan joined YHB in 2007 after graduating from Bridgewater College with a Bachelor’s degree in Business Administration with a concentration in Accounting, and a minor in Communication Studies. She supports YHB’s Healthcare Team and general tax practice for individuals and businesses.
A Culpeper native, Megan has served as past Treasurer, Vice President, and President of the Culpeper Business Women. She is the current Treasurer of Career Partners Inc., an E Squared Judge, and was named Culpeper Chamber of Commerce Young Professional of the Year in 2015.
Megan focuses her practice on providing client accounting and advisory services. She uses her expertise to meet the tax, accounting and business consulting needs of her clients and empowers business owners and individuals with information and insight that improves their decision-making process and maximizes their profitability.
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“I know that Megan has our best interest at heart, she steers us in the right direction, and she is absolutely amazing.” – Tammy D.
“Megan has been wonderful over the years. We really appreciate her.” – Anonymous
“Love working with Megan. She has helped us understand what needs to be done and how to do it.” – Robert B.
Justin joined YHB in 2013 with a Bachelor’s degree in Accounting with a concentration in financial planning from Shepherd University. He is a member of the American Institute of Certified Public Accountants (AICPA), Virginia Society of Certified Public Accountants (VSCPA) and National CPA Health Care Advisors Association (HCAA), including the HCAA’s Dental CPA sub-group.
Justin is a key member of YHB’s Healthcare Team and focuses his practice on meeting the tax, accounting and business consulting needs of medical and dental practice groups and their members. He uses his industry expertise to help medical practitioners identify ways to reduce costs, improve operations, and increase profits.
Justin is also a culture leader at the Firm by serving on several internal committees and assisting with staff trainings. He has given multiple presentations on tax reform, including specific presentations geared towards healthcare practices, and how new tax laws will impact their industry.
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“The expertise, knowledge and professionalism from Justin is so reassuring. Justin is the BEST!!” – Patti H.