Medical & Physician Tax Strategy
You take care of patients. We take care of the tax bill.
For physicians and practice owners — entity structure, compensation, retirement, and proactive planning from a CPA who understands the business of medicine, not just the return.
Sound familiar?
If any of this is you, you’re in the right place
- You earn well but get a tax bill every April with no warning and no plan behind it.
- Your CPA files what you hand them and never suggests a single proactive strategy.
- Your entity structure and compensation were never optimized as the practice grew.
- Your retirement savings don’t come close to what your income could shelter.
- High income is quietly costing you — phaseouts, surtaxes, and IRMAA that no one is managing.
What we do for you
What working with us includes
Entity & structure review
Confirm whether your PC/PLLC/S-corp setup still fits — and document the reasoning.
Compensation planning
A defensible owner salary and distribution strategy tuned to your numbers.
Retirement maximization
Defined-benefit and profit-sharing structures that shelter meaningful income.
Estimated-tax management
We project and adjust through the year so April is never a surprise.
Proactive advisory
Year-round planning around phaseouts, surtaxes, and income timing — not once-a-year filing.
How it works
Simple to start
Tell us your situation
A quick, secure intake — the basics and the one thing that’s been nagging you.
We review & document
We assess where you stand and write down the legitimate options available to you.
We stay ahead of it
Proactive, year-round advisory — we reach out before deadlines, not after.
Questions
Straight answers
How is this different from my current CPA?
Most are reactive — they file what you give them. We review your structure, project your taxes through the year, and reach out before deadlines with documented strategy. Filing is the floor, not the offer.
My income is high and simple W-2-like. Is there even room to plan?
Often yes — entity structure, retirement plan design, income timing, and managing phaseouts and surtaxes can all move the number. A short review will tell us honestly whether there’s meaningful room in your case.
I’m a partner in a group, not a solo owner. Can you help?
Yes. Group and partnership arrangements add complexity around compensation and K-1 income, which is exactly where good planning pays off.
Can you guarantee savings?
No — we won’t promise a number before reviewing your situation. We commit to a documented review and the legitimate strategies available to you, with requirements spelled out.
Let’s find what you’re leaving on the table
Complete the quick intake and Tim will reach out within 1–2 business days.
Get Started Today