Doc Wealth is a specialized tax planning 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 helps clients maximize their eligible
deductions and tax savings.
Cutting Edge Technology: Our customized platform as both app and web interface
leverages technology with personalized attention from your tax team to deliver
comprehensive personalized tax solutions.
Diverse Team One-Stop-Shop: The team is a combination of T ax Attorneys, CPAs, and
Enrolled Agents who all have extensive experience leveraging sophisticated tax planning,
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: 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 provide prompt, dependable communication.
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 planning 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
We are founded by Dr. Mark Applegate, a Locums EM Physician, 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 T ax Attorneys, CPAs, and Enrolled Agents to have all the specialties 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.
$2,799 W2 Income 12 Month Period
$3,799 1099 Income 12 Month Period
Includes Tax Planning, 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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