We’re a boutique CPA firm that manages tax planning, tax filings, and strategy implementation for self-employed physicians. We coordinate bookkeeping, payroll, and tax reporting through a secure, industry-leading portal for a seamless digital experience. You can chat with Parry, upload documents, and answer questions all through a secure portal.
You’ll receive direct, responsive access to a CPA; reach out to Parry with any questions, no hourly invoices.
New-client onboarding is available year-round. However, as a personalized firm, we limit intake to ensure the work gets done and every client’s experience is seamless.
As a boutique firm, you’ll work directly with me. I get to know my clients and will assist you through your growth (professionally and personally) over the years. Every step will be handled with care and personal attention.
The ideal client is a medical professional earning their income from a 1099, K-1, or private practice. They want more than just tax compliance services and are looking for a CPA to strategize and plan with over the years as they grow and develop.
Parry Shields is a California-licensed CPA with more than decade of experience working with medical professionals and high-net-worth individuals. I work closely with my clients to ensure that their medical practice and business activity is being handled correctly, and, in addition, ensuring that real estate and/or investment portfolios are being looked over.
I offer a free discovery call where I get to know about you and your tax situation, what you’re looking for from a CPA, and what pain points you’ve experienced in the past and how to avoid them in the future. Once we determine the level of services you require, I put together a service package at a fixed fee for that engagement cycle. Visit www.upsidecpa.com for pricing examples.
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