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. Turbo tax would work just fine. There are also plenty of  CPAs who are mostly reactive, rather than proactive in lowering 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.


DIY Resources


Making Your Money Matter

Spreadsheets are a great way to manage your entire financial life. This workbook (available for both Excel and Google Sheets) from Making Your Money Matter isn’t your ordinary budget spreadsheet. In fact, the main focus isn’t on budgeting at all. Created by a CPA, it guides you through creating your entire financial plan including:

  • Income tax planning
  • Creating a debt payoff plan
  • Tracking your investments including portfolio allocation and performance
  • Determining your retirement “enough” number, and more!

This is a great tool to use with the Fire Your Financial Advisor course!

Check out this in depth description of the workbooks included in this bundle.

Additional Resource:

Best Tax Software Reviewed


Tax Strategists – Would you like to be included on this list?

Fill out the Advertising Partner Application. Contact the Director of Sales at [email protected] with any questions. Expect the application to be available to readers if you are approved and purchase a listing. We'll get back to you in a few days with an approval decision and pricing.