Senior Living Services


There has never been a more dynamic time for those who serve seniors. The main constant in Senior Living Services is change. As healthcare for seniors has evolved from principally providing nursing care to continuing care retirement communities (CCRCs), assisted living and retirement communities, residential care facilities and independent living communities, dementia care and nursing and more, members of our team serving this industry have evolved with the industry in serving the unique needs of this community. At Bernard Robinson & Company, we passionately apply our expertise and ingenuity in collaborating with service providers to find the best solution to complex issues for a particular set of circumstances.

Top of mind to most senior living services today is how to best address issues such as the following:

  • understanding and complying with health care reform measures and the new payment system,
  • finding creative ways to meet capital needs with the best terms for your organization,
  • ensuring operations are lean,
  • staying competitive and relevant to seniors,
  • making difficult decisions related to what to do with aging facilities or a
  • plethora of other considerations on the forefront

We offer a full range of tax and accounting services in helping clients find the best solutions related to their particular situation related to third party reimbursements, revenue structure optimization, senior care industry regulation, financing alternatives, etc. We help clients with the issuance of tax exempt bonds through the North Carolina Medical Care Commission, preparation of 5-year compiled financial forecasts for inclusion in annual disclosure statements, filings for exemption from property taxes, preparation of medical deduction letters for residents, audits of employee benefit plans and more.

Industry Leadership Team

We welcome the opportunity to learn more about you and your specific situation.

Tracey Martin, CPA, Partner

Victor Blackburn, CPA, Partner
Lory Kelley, CPA, Partner

Select an Action (required)

Your Name (required)

Your Email (required)

Your Phone


Your Message (If registering for an event, include event date.)