Doc Wealth

Doc Wealth is a specialized tax strategy and preparation service founded by a physician focused on physicians.

What Makes Doc Wealth Unique

  • Physician Focused – We specialize specifically on physicians and practices. Recognizing the complexities of the medical profession and the respective tax rules is important in delivering quality and seamless tax solutions. Each physician receives a customized tax plan that often helps clients achieve significant tax savings, averaging over $40,000 in deductions up to $250,000+.
  • Cutting Edge Technology – Our customized platform as both app and web interface that leverages technology with personalized attention from tax strategists to deliver comprehensive personalized tax solutions.
  • Diverse Team One-Stop-Shop – The team is a combination of CPAs, Enrolled Agents and Tax Accountants who all have extensive experience leveraging sophisticated tax strategies, particularly in areas such as real estate, depreciation, and entity structuring. For physicians with investment properties, Doc Wealth utilizes business formations and cost segregation studies to maximize tax benefits.
  • Proactive Approach / 48 Hour response time – Our goal is to ensure we help you execute and maximize tax savings. We prioritize saving you time through transparent and detailed tax plans while also ensuring you have direct access to our team throughout the entire year. At Doc Wealth we understand how busy our physicians are and the importance of quick and thorough responses. We consistently get responses back within 48 business hours.
  • Education Focused / Monthly Live Q&A’s – On our platform we have created proprietary content that is focused from entity structuring to real estate to managing own side businesses. With over 55 topics that have been condensed to be easily digestible. Our philosophy is to have transparency and the ability to understand all aspects of tax strategy so that we can help maximize wealth generation.

See our interview with Dr. Dahle where we discuss reducing your tax burden.

Book a call with Doc Wealth Team

 

Contact:

7901 4th St N # 25930
St. Petersburg, FL 33702

305-209-7015

[email protected]

www.docwealth.io/

Why You?

Physician Founded, Tech Forward Approach to Tax planning, implementation that saves you time while keeping everything fully transparent. We believe teaching a person to fish will feed them for life.

Our education platform details all aspects from entity structures, real estate, retirement accounts, payroll management to many more tax strategies and how they work from A to Z. W

We consistently see results averaging $40,000+ in deductions and countless hours in time saved through our tech platform. We have a dedicated senior CPA with daily office hours available and live Q&A Sessions with our community monthly.

Learn more here.

Ideal Client

  • W2
  • 1099
  • Private practices
  • Real estate investors
  • Side LLC business owners

Services Offered

  • Tax strategy
  • Tax preparation
  • Bookkeeping
  • Payroll management
  • Business formation

Experience and Designations

We are founded by Dr. Mark Applegate a Locums EM Doctor and Laxman Pichappan, Tech CFO from Silicon Valley who earned his CPA in 2011 and has worked at the largest companies in the world including KPMG, E&Y, Apple, Groupon and more. The team has hired seasoned tax attorneys, CPA’s and tax strategists to have all the specialities under one roof.

This unique combination creates a perfect intersection between a physician's perspective, deep tax knowledge and a hyper focus on leveraging technology to create an amazing user experience with substantial financial ROI.

Fee Structure

$2,799 W2 Income 12 Month Period

$3,799 1099 Income 12 Month Period

Includes Tax Strategy, Tax Preparation, Tax Strategy Educational Content and unlimited questions year round to your Tax Leader.

We pride on transparency, see our full list of services and pricing here.

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