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Intellectual & Developmental Disabilities & Behavioral Health

Achieve Health with tailored assurance, tax, and consulting services.
#1

Largest U.S. preparer of cost reports* and tax**

88

Net Promoter Score For healthcare clients, compared to 38 average

#8

Healthcare consulting firm

At Forvis Mazars, we understand the mission-driven work of organizations serving individuals with intellectual and developmental disabilities (IDD), behavioral health needs, substance abuse, mental health, child welfare, special education, and co-occurring conditions. From Certified Community Behavioral Health Clinics (CCBHCs) to Community Mental Health Centers (CMHCs), we work with providers to help them build resilience, navigate regulatory complexity, and deliver person-centered care. We help hundreds of IDD and behavioral health providers like yours respond to:

  • Complex and shifting regulatory requirements
  • State-specific funding and reimbursement models
  • Workforce recruitment, retention, and training
  • Managed care transitions and value-based payment models
  • Operational inefficiencies and margin pressures

Our approach is grounded in the belief that organizations can Achieve Health by building five core capabilities: strategic agility, financial discipline, regulatory excellence, aligned growth, and talent optimization.

We’re more than advisors—we’re guides on your journey toward building a healthier, more resilient future for the individuals and communities you serve. Let’s drive health forward—together.

  • *According to Health Financial Systems (HFS).
  • **According to Cause IQ based on Form 990s.
  • Modern Healthcare’s 2024 Management Consulting Firms Survey

How Forvis Mazars Can Help You

CFR Benchmarking for Behavioral Health
Leverage advanced data visualization tools and dashboards to help analyze benchmarking data and drive performance improvement.
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Rate Setting
Do your reimbursement rates reflect your costs and quality of care? We can help you analyze your rates and expenses and provide actionable insights.
Managed Care
We can help you prepare for and adapt to managed care transitions while staying focused on your mission and community impact.
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We understand the unique risk environment of IDD and behavioral health organizations. Our assurance services help you maintain transparency and trust:

  • Financial Statement Audit
  • Single Audit
  • Program-Specific Audit
  • CARES Act Compliance Audit
  • Employee Benefit Plan Audit
  • Implementation Standards Assistance
  • Accounting Outsourcing
  • Assurance & Compliance Needs
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Our healthcare tax team understands your business and can help uncover tax opportunities while addressing operational challenges for nonprofit and for-profit providers.

We can assist with:

  • Tax Strategy: Helping identify tax opportunities and align tax strategies with organizational goals
  • Tax Compliance: Performing tax-exempt risk assessments, as well as preparing and reviewing for-profit and nonprofit tax returns
  • Tax Vision: Understanding and implementing important tax reform provisions
  • Tax Consulting: Completing cost segregation studies and helping organizations obtain WOTC, ERC, R&D Tax Credits, New Markets Tax Credit, and more
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We can help drive your organization forward with resilience, seamless transitions, and operational excellence. Accelerate your progress with innovative consulting services.

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