The accounting firm built for the personal injury world.
Monthly financials, IOLTA trust compliance, and tax strategy for PI attorneys, MDs, and chiropractors. 20+ years serving some of the biggest names in Georgia — now serving Atlanta, Miami, and high-PI markets nationwide.
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Monthly financials are the core. Everything else is built around them.
Personal injury is a cash-flow business with irregular, lumpy revenue — contingency fees for attorneys, lien collections for doctors. Generic bookkeepers get it wrong. We've spent two decades getting it right.
Monthly Financials
Full monthly close with P&L, balance sheet, and cash flow — built for contingency-fee and lien-based revenue. Know your real numbers every single month.
IOLTA & Trust Accounting
Monthly three-way reconciliation of your trust account, client ledger maintenance, and disbursement tracking that stands up to a bar audit.
Lien & LOP Receivables
For MDs and chiros: track letters of protection, age your lien book, model realistic collection rates, and stop guessing what your practice actually earned.
Tax Planning & Prep
Year-round strategy: entity structure, case-cost deduction timing, retirement plans, and multi-state filings for firms working GA, FL, TX, CA, and NY cases.
Marketing ROI Reporting
Cost per signed case. Cost per patient. Channel-level profitability inside your monthly financials — so your ad budget answers to real data.
Funding & Lending Advisory
Case-cost financing, practice lines of credit, and litigation funding — structured, accounted for, and deducted correctly.
Entity & Holding Co. Structure
Entity selection, S-corp optimization, and holding company design for multi-location operations — with the monthly administration that makes it hold up. Learn more →
Two sides of the same case file.
PI Attorneys
Contingency-fee accounting, IOLTA compliance, case-cost tracking, and partner-level financial clarity.
Attorney services → For Medical PracticesPI MDs & Chiros
Lien & LOP receivables, settlement-reduced revenue recognition, and monthly financials for injury practices.
MD & chiro services →Full-service firm. Twenty-plus years inside the PI world. Both sides of the case file.
We aren't a bookkeeping startup that found a niche last year. InjuryTax is the personal injury practice of the Shurek Accounting & Tax family — a full-service accounting and tax firm that has served PI attorneys and PI medical providers for more than two decades, including some of the biggest names in Georgia. We've sat on both sides of the settlement: the firms who win the cases and the MDs and chiros who treat the clients. That dual vantage point is rare, and it changes everything about how well your accountant understands your business.
Full-Service Depth
Bookkeeping, monthly financials, tax planning and preparation, entity structure, payroll coordination, CFO-level advisory — one firm, one relationship, everything under one roof.
Fluent in Your Business
LOPs, liens, reductions, three-way recs, case costs, referral splits, disbursements — you will never explain your business model to your accountant again.
Absolute Confidentiality
We serve attorneys and providers who often sit across the table from each other — and sometimes across town from their competitors. Strict confidentiality and information walls aren't a policy footnote here; they're the foundation the practice is built on. Your numbers, your cases, and your relationships stay yours.
Our clients have raised millions — because their financials made the case.
Growth in this industry takes capital: new offices, new equipment, bigger case inventories, acquisitions. Over the years we've helped clients prepare the business plans and financial packages behind millions of dollars in raised capital — and we don't just hand you a binder. We work directly with bankers, lenders, and investors on our clients' behalf, answering the hard questions, defending the numbers, and getting deals across the line.
Business Plans That Close
Lender- and investor-grade business plans with realistic projections built from your actual monthly financials — not template optimism.
Financial Packages
Complete financing packets: historical statements, projections, lien-book or case-inventory valuations, and the supporting schedules underwriters actually ask for.
We Sit at the Table
We speak banker. We join the lender and investor calls, field diligence requests, and advocate for your numbers — so you're never alone in the room where the terms get set.
Atlanta first. Miami next. Every high-PI market after that.
We're headquartered in metro Atlanta and serve clients fully remotely with the same monthly rhythm wherever you practice.
"Twenty-plus years on both sides of the settlement — the firms who win the cases and the MDs and chiros who treat the clients."
Trusted on both sides of the settlement.
[Placeholder testimonials — replace with real client quotes & permissions before launch]
"They rebuilt three years of trust account history and got our reconciliations current in six weeks. I sleep better knowing the IOLTA is audit-ready every month."
— Managing Partner, Atlanta PI Firm
"The financing package they built helped us secure the capital to open our second office. They were on every call with the bank."
— Founding Attorney, Georgia Plaintiff Firm
"For the first time in fifteen years I know what my lien book is actually worth. It changed which attorneys we take LOPs from."
— Chiropractor, Metro Atlanta
"Our old CPA never understood letters of protection. These guys tracked every lien to settlement and our collections went up without adding a single patient."
— Practice Owner, Miami Injury Clinic
"Quarterly tax projections tied to our actual settlement pipeline. No more April surprises after a big-fee year."
— Partner, Miami PI Firm
"They presented our expansion plan to three lenders and negotiated terms on our behalf. We raised what we needed to build out the new imaging center."
— MD, Multi-Location PI Practice
Run your own numbers.
Settlement Disbursement Calculator
Gross settlement in — fees, liens, costs, and net-to-client out. See the whole waterfall instantly.
Lien Book Value Calculator
Age your receivables, apply your real collection rate, and see what your lien book is actually worth.
IOLTA Health Score
Score your trust account against 20 audit-critical controls and get a live verdict — audit-ready or at risk.
Referring Attorney Scorecard
Rank your referring firms by true yield and see what your worst relationship costs per year.
Contingency Fee Tax Estimator
Big fee year? See roughly what you'd keep — and what proactive planning is typically worth.
IOLTA Self-Audit Checklist
The printable 20-point version to work through on paper — free download.
The IOLTA Self-Audit Checklist.
The 20-point checklist our team uses to assess a firm's trust account health — commingling, three-way rec, ledger hygiene, disbursement controls. Find the problems before an auditor does.
Book a free consultation.
Tell us whether you're a firm or a practice and we'll show you exactly what your monthly financial package would look like — usually within one business day.
- Flat monthly fees — no hourly surprises
- Onboarding includes trust account / lien book cleanup
- Direct access to senior staff, not a call center