Realbooks Pro

I founded Realbooks Pro to bridge a massive, unaddressed gap in the medical community: the space between cheap DIY tax software and high-ticket, five-figure tax planning retainers.

Premium tax strategists absolutely have a place in our industry—especially if a physician has an incredibly complex financial layout and is actively looking to execute aggressive tax shelters or multi-tier real estate syndications. However, for a massive subset of independent contractors, 1099 moonlighters, and solo practitioners, paying for an all-inclusive advisory retainer is simply an unnecessary overhead expense. You often find yourself paying five figures for advanced consulting you don't need, while the alternative—handling complex multi-state taxes via automated DIY software—wastes time and risks costly compliance mistakes.

Having previously served in healthcare as an EMT and a Big Four accountant, I understand both the unique demands of your schedule and the rigid realities of elite financial management. I built a right-sized alternative centered entirely on clean, high-efficiency execution so you can completely outsource your back office. I focus strictly on delivering elite financial basics flawlessly: efficient monthly bookkeeping, defensible year-end tax preparation, and foundational financial guidance.

I deliberately chose a lean, craftsman-style model so I can make a sustainable living doing what I love most—working directly with my clients. Realbooks Pro utilizes a selective team of experienced CPAs and Enrolled Agents to ensure institutional-grade precision and secure data management. I give physicians total financial clarity, pristine compliance, and direct access to an accounting specialist who truly understands your world—without the corporate bloat.

Contact:

2028 East Ben White Blvd #240-1040
Austin, TX 78741

737-377-2288

[email protected]

realbookspro.com/

Why You?

Realbooks Pro is unique because it blends a top-tier big-firm pedigree with the personal empathy of someone who has actually worked in healthcare. Having previously served as an EMT and a Big Four accountant, I don't just look at your business as numbers on a spreadsheet—I understand the lifestyle, the shifts, and the sacrifices behind your income.

Furthermore, high-ticket firms are structured around complex, ongoing tax consulting, which inherently drives up their fees and requires hand-off tiers where you are managed by junior associates. Because I deliberately focus on flawless execution rather than selling high-priced strategy packages, you work directly with me. I bring radical price transparency to a market that notoriously hides its fees, offering an efficient, flat-rate subscription with zero surprise hourly bills. You get institutional-level accuracy for your books and taxes without the institutional price tag.

Ideal Client

My ideal client is an independent, solo, or part-time physician who wants their financial foundation handled perfectly but doesn't need complex, high-fee tax strategy. This includes:

  • 1099 Moonlighters & Locum Tenens: Doctors earning independent income who need to optimize their write-offs and accurately track quarterly estimates without hassle.
  • New Solo Practices: Physicians launching lean solo clinics who need business incorporation mapping and clean books from day one.
  • Transitioning Residents/Fellows: Early-career doctors stepping into the 1099 space who want an affordable, highly experienced specialist to handle their initial corporate setups and student loan tax coordination.

Services Offered

I keep my service menu highly focused to guarantee maximum efficiency and exceptional quality:

  • Efficient Monthly Bookkeeping: Seamless monthly financial statements and expense tracking customized for medical professionals.
  • Year-End Tax Preparation: Comprehensive federal and state tax filing for individual returns, Schedule C, S-Corps, and partnerships.
  • Foundational Financial Guidance: Complimentary, proactive support for items like Solo 401(k) setup, S-Corp entity optimization, and student loan tax alignment.
  • Business Incorporation Services: Turnkey entity formation, state filings, and initial tax structure setup.

Experience and Designations

I hold a Master of Accountancy and a Bachelor of Science in Finance. Before launching my own firm, I spent years refining my technical skills handling complex financial data at top-tier global accounting institutions, including KPMG and BDO.

Over the past 8 years, I have specialized exclusively in healthcare accounting, navigating the unique tax realities, compliance structures, and financial hurdles faced by medical professionals. To ensure my clients receive flawless back-office support, I explicitly hire a vetted team of CPAs and Enrolled Agents (EAs) to assist with data processing and filings, ensuring every return is double-checked and audit-ready.

Fee Structure

I charge a transparent, flat monthly fee that ranges from $250 to $500 per month depending on your business complexity. There are no hourly surprises or hidden onboarding charges.

My average solo client pays approximately $350 per month, which fully covers both their ongoing monthly bookkeeping and their comprehensive year-end business and individual tax preparation.

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