Elite Tax Planning for Doctors
do you wonder if you’re paying more than you need? Find out with our Strategic Tax Plan
PHYSICIAN CLIENTS from all over THE COUNTRY
As a doctor, it’s hard to find an accountant who understands and appreciates your unique tax planning needs. We take the time to ensure that you’re paying the least amount of tax possible.
STRATEGIC TAX PLAN
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Deduction Check
We review prior year returns and discuss your situation with you to be sure we're utilizing every eligible deduction. The most commonly missed are home office, mileage, and depreciation.
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Business Entity Selection
As a self-employed physician, you have some choices to make regarding which entity type to use. We optimize this choice by considering employment taxes, the Qualified Business Income Deduction, the administrative costs of each, and your other sources of income.
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Retirement Plan Optimization
We determine the break even points of making pre or post tax deductions while taking into account your marginal tax rate and the effect of the Qualified Business Income Deduction.
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Tax Favored Investments
We review the tax benefits of investing in various tax favored investments like Opportunity Funds, oil & gas, and real estate.
So MUCH MORE THAN JUST TAX RETURNS
Our comprehensive and methodical approach to tax services gives you the peace of mind that you’re doing everything you can to lower your taxes. Our services go beyond the annual tax return and allow for a thorough analysis of your situation from the start and for each year that we’re your CPA.
Charitable Giving
Do you know that feeling that you get when you do something great for someone else? Wouldn’t it be nice if you knew you could also benefit your bottom line on Tax Day while helping a fantastic nonprofit or charity? We call that a win-win, my friends. If you think about all the good done in your community and around the world by nonprofits and charities, it is astounding. Several health and human service organizations, schools, shelters, theaters, and more operate as a nonprofit.
Knowing what’s ahead
Annual Tax Projection: A check-up near the end of the year to make sure you’re on track for estimated payments and withholding. We also identify any last minute planning opportunities. This helps avoid a surprise tax bill and minimizes IRS penalties.
