Residency to Retirement

Why You?

Tax planning for self-employed physicians can feel like piecing together a complex puzzle—endless rules, deductions, and ever-changing regulations that can lead to costly mistakes if even the tiniest detail is overlooked.

What sets us apart is our commitment to simplifying this process and tailoring it specifically to you.

We’re here to make your journey to wealth as smooth as possible. With our expertise, we’ll guide you through the intricacies of tax planning, retirement planning, and optimizing your unique financial situation so you feel confident you’re making the right choices, every step of the way.

Take a breath and let us handle the hard stuff so you can focus on what you do best–providing exceptional care to your patients.

Ideal Client

Our ideal client is an ambitious attending physician with self-employment income, looking to go beyond the basics of a solo 401(k) to maximize tax savings. They’re eager to explore advanced tax-saving opportunities and value a collaborative partnership where they’re empowered to understand their options, not just handed a one-size-fits-all plan. They seek personalized, expert guidance that not only optimizes their tax strategy but also enhances their overall financial well-being. They choose to work with Residency to Retirement because they understand that a finely tuned financial strategy doesn’t just save money—it creates the freedom to build the life they’ve always envisioned.

Services Offered

We provide comprehensive tax planning and preparation services tailored specifically for self-employed physicians. Beyond that, we offer expert bookkeeping and payroll management for those clients who operate their own S-Corporations, making sure no financial detail is overlooked. From optimizing your tax strategy to streamlining business operations, we handle it all, so you can focus on what matters most.

Experience and Designations

I'm an Enrolled Agent (EA), licensed by the IRS to consult on tax strategy and tax law. You may wonder why I chose an EA designation over the CPA. I became an EA because I wanted to focus on helping individuals optimize their finances with tax personalized tax strategies, rather than working for corporate entities.

I bring nearly 15 years of tax experience, with a significant portion of my career focused on working one-on-one with physicians. After learning all I could working at other White Coat Investor-affiliated tax firms, I launched my own practice to offer the higher level of personalized service that larger firms struggled to provide.

I love working directly with individuals, which is why my practice is dedicated to serving self-employed physicians and their unique financial needs–not large corporate entities. 

Together, we can craft a strategy that turns your financial goals into tangible realities.

Fee Structure

We keep our fee structure simple and transparent.

With packages starting at $150/month, we provide packages based around what level of service you're looking for, with recommendations based on your prior education on tax strategies and whether we can add additional value beyond your own research. At the highest package level, we aim to empower you with thorough enough education that you can handle downgrade to our cheapest package on renewal.

Whether an S-Corp is a good fit for you, or if you have enough disposable income to explore strategies beyond maxing out a 401k this year, we'll teach you everything we can so you can save as much as you can.