ASAM LLP provides specialized financial, tax, and assurance services to investors and operators in the assisted living and senior housing industry. We support both domestic businesses and international holding companies investing in U.S.-based facilities, ensuring compliance, operational clarity, and long-term tax efficiency.
The assisted living sector is growing rapidly due to demographic shifts and evolving care models — but it also comes with stringent regulatory oversight, capital-intensive operations, and complex ownership structures. ASAM LLP helps clients navigate these challenges with audit, tax, valuation, and international structuring expertise.
➥ Cross-border structuring and U.S. tax compliance for foreign parent companies
➥ Facility-level financial reporting for lenders, investors, and regulators
➥ Managing revenue from private pay, Medicaid/Medicare, and insurance
➥ Property tax exposure, depreciation schedules, and cost recovery
➥ Navigating entity setup and operational licensing requirements
➥ Audit & Tax Services for U.S. subsidiaries of global parent companies
➥ Coordination with Big Four auditors on international reporting
➥ Gift, estate, and income tax advisory for ownership groups and families
➥ Due diligence for acquisition of new properties and expansions
➥ Partnership allocations, REIT support, and investor-level reporting
➥ Internal control evaluations and financial compliance reviews
➥ Advisory on business valuation, financial modeling, and impairment testing
One of our clients is a publicly listed company in Hong Kong that owns diversified global businesses, including U.S.-based assisted living operations. Since 2011, ASAM LLP has:
➥ Served as the auditor and tax advisor for its U.S. subsidiaries
➥ Collaborated with Big Four auditors to meet consolidated group reporting needs
➥ Advised on compliance, reporting, and tax planning for the assisted living investments
➥ Over a decade of experience in senior care facility compliance and structuring
➥ Expertise with foreign inbound investments and healthcare real estate portfolios
➥ Long-term advisory partnerships through each stage of facility growth and operation
➥ Trusted by holding companies, investor groups, and family office entities
Partner with our bilingual CPA team for expert guidance in tax, assurance, accounting, and advisory services tailored to your business needs.
San Francisco-Based CPA Firm Since 1986
Providing assurance, accounting, tax, and consulting services to local, national, and international clients with personalized attention and bilingual support.