Physicians pay more than their fair share in taxes. Our goal is to optimize your tax planning so that when you pay Uncle Sam, you don’t leave him an unnecessary tip on top of it. We help our physicians take advantage of all the tax deductions, tax credits and tax exemptions that Congress and the Internal Revenue Service (IRS) will allow. These tax breaks and tax strategies offer ways for physicians to reduce their taxable income — both today and in the future.
- Tax strategies for W2 & self-employed physicians
- Specific tax benefits for physicians with families
- Unique tax benefits of rental real estate, defined benefit plans, Backdoor Roth IRAs, Donor Advised Funds (DAF), and more