Doc Wealth

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

• 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.
• Cutting Edge Technology – Our customized platform as both app and web interface that leverages technology with personalized attention from certified public accountants (CPAs) to deliver comprehensive personalized tax solutions.
• Tax Strategists – The team is a combination of CPA's, 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.