I am often asked for recommendations for tax preparation (actually doing the forms) and for tax strategizing (planning in advance to lower future tax bills.) It is extremely difficult to vet tax preparers appropriately, and even good ones can make mistakes. The tax situation for many doctors, particularly employees, can be very straightforward and a CPA isn’t even needed to do it well. There are also plenty of  CPAs who are mostly reactive, rather than proactive in lower your tax bill. The firms listed on this page, however, specialize in planning and making changes in your business structure and financial life in order to lower future tax bills. Fees are generally per project/return or at an hourly rate.

Fox & Co. CPAs

Fox & Co. CPAs is a full-service CPA firm assisting physicians and dentists throughout the United States. 90% of our HNW and doctor clients are virtual.  Our fees are structured as annual Fixed-Price Agreements, under which we provide proactive, year-round tax and business services for a flat fee.  We believe a tax return should be simply the end product of a year of engaged strategizing rather than the focal point of the relationship. Laura Clifford, CPA and partner, is in charge of medical clients under the oversight of Johanna Fox Turner, CPA, CFP®.  Contact us today to schedule your free initial consultation.

My Professional CFO, LLC

My Professional CFO, LLC works with independent contractor physicians and HNW clients throughout the United States. We help our physician clients in three ways:  1) Incorporation and business set up; 2) Accounting/payroll systems, business and personal tax returns; and 3) Tax strategies primarily via retirement planning and wealth management. Our fees are a fixed rate for Incorporation and business set up. For Accounting and Payroll, we bill a flat monthly fee, and for Wealth Management, we charge based on the assets under management. Many of our clients are either ER, Anesthesiology, Radiology or Locums, and we currently have clients in 20 states.  Contact us today to schedule a free initial consultation.

Gallati Professional Services

Gallati Professional Services assists healthcare professionals all over the country to reduce their taxes and build wealth through high-level strategic tax planning. As a spouse to a physician, Alexis Gallati understands how busy you’ve worked to get where you are now. Proper tax planning guarantees your hard earned money stays in your pocket. The investment in her tax planning services is a fixed-price agreement and her tax maintenance packages are a flat monthly fee. Whether you need help with tax planning, preparation, or IRS/state audit representation, Alexis is your go-to expert for all your tax needs. Contact us today to schedule your free initial consultation.