Accounting - CPA / Business Advisors

Eide Bailly

About Us:
Together, we can navigate a path to success
Our journey began in 1917 with pencil and paper. By embracing change and focusing on innovative ideas, we’ve grown along with our clients to become one of the top 25 accounting firms in the nation. Accounting is about numbers, but our business is about relationships.

We’ll be there for you every step of the way, from starting a business, a career, or a new initiative. Talented, down-to-earth people work at our firm, and we're inspired to deliver outstanding expertise and care. We’re driven to help you take on the now and the next with inspired ideas, solutions and results.

Benefit: OCMA members may take advantage of a complimentary consultation, managers’ education series and annual staff salary survey participation. New clients will receive a 10% discount off regular hourly rates for the first year; 5% in the second year.

Contact: Jay Wikum, CPA, CMPE, 714-505-9000,

Business and Private Banking

Business Banking: As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart. Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology, and experience to generate ideas and solutions that will propel your business further. With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.

Private Banking: We offer OCMA members over 200 years of experience and resources of Bank of America Private Bank to help navigate your evolving wealth management needs. We deliver personalized banking, customized credit, comprehensive wealth planning, corporate trust and estate services, and fiduciary investment management to doctors throughout all stages in their careers.

Benefit: Complimentary comprehensive fiscal review for OCMA members

Contact: Mayuna Raval, Senior Vice President, 949-287-0571; Laura Dang, Managing Director, 949-760-4597

Community Partners


CalOptima is a county organized health system that provides publicly funded health care coverage for low-income children, adults, seniors and people with disabilities. CalOptima’s mission is to provide members with access to quality health care services delivered in a cost-effective and compassionate manner. As Orange County’s single largest health insurer, CalOptima covers nearly 800,000 members through four major programs: Medi-Cal (California’s Medicaid program), OneCare (HMO SNP), PACE (Program of All-inclusive Care for the Elderly) and OneCare Connect Cal MediConnect Plan (Medicare-Medicaid Plan). We maintain a network of more than 7,000 primary care providers and specialists, and contract with more than 30 acute and rehab hospitals.

Contact: Tiffany Kaaiakamanu, Community Relations Manager, 1-657-235-6872.


OCMA Sponsored Insurance Program is administered by Lockton Affinity who offers a wide variety of discounted insurance products to members. For more information call (800) 278-8130 or

To discuss a current policy or learn more about the insurance program offerings, interested organizations/individuals can schedule a call with a specialist: 

Investments / Financial Planning

Morgan Stanley

OCMA Investment Manager, Jim Moos is a Certified Financial Planner®, Certified Investment Management Analyst® and a Chartered Retirement Plans Specialist®. His areas of focus are: Financial Planning, Investments, Estate Planning and Retirement Planning.

Benefit: Complimentary financial planning review and discounts starting at 50% on investment advisory services for OCMA members.

Contact: Jim Moos, Senior Vice President, Financial Advisor 949-717-5484

Legal Services

Carlson & Jayakumar LLP is a Newport Beach-based boutique law firm that represents medical practices, physicians, hospitals and other healthcare providers in healthcare law and employment litigation. 

Healthcare Law: Our attorneys are experienced in defending physicians against Medicare and insurance audits/overpayment demands; representing physicians before the California Medical Board; forming professional corporations and multi-specialty practices; getting restraining/protective orders to protect patients, physicians, employees, property, and business interests; structuring healthcare contracts to comply with anti-kickback laws; and HIPAA, Stark, and fraud-and-abuse counseling.

Employment Litigation: We also have broad knowledge and distinctive experience in employment-law-related issues specific to the healthcare industry. Our experience includes defending hospitals and medical groups in wage and hour, discrimination, retaliation, and harassment disputes; drafting employment agreements and employee handbooks; and wage-and-hour counseling and litigation.

Benefit: OCMA members will receive a complimentary initial consultation and discounted rates on certain flat-fee services.


Contacts: Keith W. Carlson ( or Jehan N. Jayakumar (, (949) 222-2008 



The Cooperative of American Physicians, Inc.

The Cooperative of American Physicians, Inc. (CAP) understands the realities of running a medical practice as only a physician-governed organization can. Learn how CAP supports California’s finest physicians with medical professional liability protection, practice management resources, risk management support, and more.

California Medical Malpractice Protection

Contact: Learn more today. Call our Membership Development department at: 800-356-5672

Medical Malpractice Insurance

The Doctors Company, the nation’s largest and California’s leading physician-owned medical malpractice insurer, offers Orange County Medical Association members expert guidance, resources, and coverage. Benefits include a claims-free credit of up to 25%, free CME, and the Tribute® Plan career award. Coverage is also provided for cyber liability and regulatory action. These are just some of the ways The Doctors Company is taking the mal out of malpractice insurance.

The Doctors Company is part of the TDC Group, the nation’s largest physician-owned provider of insurance, risk management, and healthcare practice improvement solutions, serves the full continuum of care from individual physicians to academic medical systems—over 100,000 healthcare professionals and organizations nationwide—with annual revenue of $1 billion, and over $6 billion in assets.

To learn more about the exclusive benefits of The Doctors Company call Christine Skaggs at (310) 492-4796 or Get a Quote.

CMA Member Benefits

Click to see a list of additional services and discounts offered by the CMA.