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,

Banking Services

MUFG Union Bank, N.A.

MUFG Union Bank, N.A., is a full-service bank with offices across the United States. We provide a wide spectrum of corporate, commercial, retail banking and wealth management solutions to meet the needs of customers. The bank also offers an extensive portfolio of value-added solutions for customers, including investment banking, personal trust, capital markets, global treasury management, transaction banking and other services. With assets of $116.9 billion, as of September 30, 2016, MUFG Union Bank has strong capital reserves, credit ratings and capital ratios relative to peer banks. MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world’s largest financial organizations with total assets of approximately ¥293 trillion (JPY) or $2.9 trillion (USD)1, as of September 30, 2016.  The corporate headquarters (principal executive office) for MUFG Americas Holdings Corporation, which is the financial holding company and MUFG Union Bank, is in New York City.  The main banking office of MUFG Union Bank is in San Francisco.

1 Exchange rate of USD=¥101.12 (JPY) as of September 30, 2016

The Private Bank's Medical Specialty Group is focused on supporting the financial requirements of medical practices and physicians.  Your practice can benefit from the experience and knowledge of our relationship managers and the full suite of banking solutions that we offer.  Give us a call to discuss the extensive selection of depository products and services, as well as customized credit solutions we can offer you, your practice, and your employees.

Contact:  Trajan Sung, Director, Private Wealth Advisor, 949-698-8209,


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.


AMBA (formerly Mercer)

AMBA (formerly Mercer Affinity) works with associations nationwide, small & large. We have the expertise to meet any association's needs, regardless of cultural, geographic, and economic conditions. Every day, all across the country, we solve challenges faced by association leaders and staff, providing the resources, both human and technological, necessary to enroll members and maintain strong relationships with them effectively.

Benefit:  AMBA provides "member only" insurance plans that offer discounted pricing and/or enhanced coverage including workers' compensation, health insurance, cyber liability, 10- and 20-year group level term life, long-term disability, long-term care, group dental, business owner's policy, and more.

For more information visit, email or call 800-842-3761.

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

IT Services


Irvine based information technology firm NetServe Systems, Inc. offers OCMA physician members a wide variety of quality IT products and services; each highly customizable and designed to help busy physicians protect their practices and the important medical data they store. NetServe’s healthcare practice area is structured to directly address the unique IT needs of doctors’ offices. Fixed monthly fees allow members to budget and plan ahead.

Benefit: OCMA members may receive complimentary network infrastructure consultations and discounted rates of up to 20% on a wide range of IT managed services solutions including a variety of managed service plans, network infrastructure design and implementation, IT roadmaps, network security solutions, CIO advisory services, data protection and security, and HIPAA compliance and certification.

Contact: Linda Duong, 949-752-6788

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.

Practice Management Services

Argus Medical Management offers a full range of physician practice management services including billing, EMR, HIE, credentialing, purchasing discounts, contracting, staff administration (payroll, benefits, H.R.), accounting, regional manager oversight, PC support, marketing, and an integrated physician medical group model which "Gives physicians the independence of private practice with the economies of scale and negotiating leverage of a large group."

Benefit: OCMA members receive a 10% discount the first year and a 5% discount the second year on Argus services. Members that join the integrated medical group model receive free OCMA membership. OCMA members are entitled to free membership in GroupSource (a group purchasing organization).

Contact: Peachy Paulino, Executive Director, 562-299-5252,;

CMA Member Benefits

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