Physician Tax Solutions

At Physician Tax Solutions, we stand out by providing a unique, proactive approach to tax planning specifically tailored for 1099 income earners or business owners. Our Strategic Wealth System™ (SWS) is designed to address every aspect of your financial well-being with customized solutions that go beyond traditional tax services. Our comprehensive framework includes tax coaching and compliance, accounting and bookkeeping, estate and asset protection, and financial coaching—all integrated into a proven sequence that strengthens both your personal finances and business.

Our services are tailored to your personal financial situation, focusing on tax-efficient methods to accumulate savings through specialized entity structures and tax-free fringe benefits. This bespoke architecture not only helps you achieve significant tax savings but also delivers long-term financial benefits year after year. We offer a detailed Strategic Tax Blueprint and a month-to-month fee structure that is tax-deductible for those with 1099 income or business owners, ensuring that you manage your finances in a tax-efficient manner.

Unlike standard CPA firms, which typically emphasize compliance and annual filings, we engage in continuous year-round tax planning. Our proactive approach aims to uncover tax savings opportunities throughout the year, rather than just at tax time. This ensures that you benefit from substantial tax savings and enhanced financial security over time.

Founded by David Auer, author of The Richest Doctor: A Modern Parable of Financial Independence, our firm is committed to guiding physicians and high-income professionals toward financial independence. We are located in Tulsa, Oklahoma, and serve clients across nearly all 50 states. Our monthly fee encompasses all communications, meetings, and filings, offering a comprehensive, tax-efficient service designed to help you achieve financial freedom and a lasting legacy.