Doc Wealth

Doc Wealth was built by Dr. Mark Applegate, a board certified emergency medicine physician. He saw how often his peers got stuck with a generalist CPA who files in April but never plans ahead, so he created a different kind of tax team to fix it.

We work exclusively with thousands of physicians across all 50 states and every specialty, handling tax planning, filing, entity formation, payroll, and bookkeeping under one roof.

Watch our conversation with Dr. Dahle on how physicians can reduce their taxes.

What Makes Doc Wealth Different

  • Tax Attorneys on staff. Our in house team of Tax Attorneys, CPAs, and Enrolled Agents gives you the highest level of compliance and helps ensure all positions are appropriately supported by the law. Having legal tax expertise on the team means your planning holds up if it is ever questioned.
  • Physician focused. Your plan fits your world: moonlighting, 1099, K-1s, practice ownership, and real estate. We already understand the income patterns and decisions unique to your career.
  • A full team behind you. With us you get a whole team, so more than one expert always knows your file and nothing stalls when someone is out. You are never dependent on a single person's schedule.
  • Your tax leader on every meeting. Every planning meeting is with your tax leader, never a junior. You get the depth of a full team with a senior leader who knows your whole situation.
  • Deep on real estate and entities. We handle cost segregation, depreciation, entity structuring, and business planning for physicians with investment properties or a practice. These are areas where the right planning can meaningfully lower what you owe.
  • Proactive, all year. We plan year round to help you keep more of what you earn, not just file in April. You get direct access to your team, with dependable communication whenever something comes up.
  • Education focused, with monthly live Q&As. Our platform covers over 50 digestible tax planning topics, from entity structuring to real estate to side businesses, plus step-by-step guides on going 1099 or opening a practice. We also host monthly live Q&As so you can understand every part of your plan, not just hand it over.
  • All US based, never outsourced. Your taxes and books are handled in house by our own US team. You always know exactly who is working on your return.
  • Transparent pricing. Flat annual pricing starts at $3,799 and is quoted up front, covering your plan, filing, and unlimited questions year round. You know the full cost before you commit, with no surprises later.

From W-2 physicians to 1099 and K-1 earners, practice owners, and real estate investors, we build the plan around your situation.

Book a call with us

Contact:

390 NE 191st St STE 36713
Miami, FL
33179

813-308-9102

[email protected]

www.docwealth.com/

Why You?

  • Physician Founded, Tech Forward Approach to Tax planning
  • Implementation that saves you time while keeping everything fully transparent
  • Our education platform details all aspects from entity structures, real estate, retirement accounts, payroll management to many more tax planning topics and
    how they work from A to Z
  • Dedicated tax team with daily office hours available and live Q&A Sessions with our community monthly.
  • We believe teaching a person to fish will feed them for life
  • We consistently see results maximizing eligible deductions and countless hours in time saved through our tech platform.

Ideal Client

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

Services Offered

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

Experience and Designations

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 Tax 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.

Fee Structure

Starting at $3,799 for 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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