What type of tax help are you looking for?
Tax Strategy and Planning for Physicians
Tax strategists specialize in proactively planning and making changes in your business structure and financial life in order to lower future tax bills. The firms recommended here are vetted to help doctors and high earners plan for tax success—paying every penny you owe to the federal and state government but not leaving a tip.
For help filing your taxes, see the CPA Tax Preparation recommendations.
Residency to Retirement
Tax planning for self-employed physicians can feel like solving a complex puzzle—there are countless deductions, changing regulations, and unique financial challenges to navigate. Residency to Retirement transforms this complexity into peace of mind, allowing you to move forward with confidence. Our team specializes in crafting personalized tax strategies tailored to medical professionals like you.
With nearly 15 years of experience, we provide expert guidance on maximizing deductions, optimizing retirement contributions, and structuring your business to boost financial health. We’re committed to making this process smooth and stress-free, so you can focus on what you do best—caring for your patients.
What sets us apart is our deep understanding of the healthcare industry and our dedication to aligning your tax strategy with both your professional and personal goals. Trust us to handle the complexities, while you enjoy the peace of mind that comes with knowing your finances are in expert hands.
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Residency to Retirement
Tax planning for self-employed physicians can feel like solving a complex puzzle—there are countless deductions, changing regulations, and unique financial challenges to navigate. Residency to Retirement transforms this complexity into peace of mind, allowing you to move forward with confidence. Our team specializes in crafting personalized tax strategies tailored to medical professionals like you.
With nearly 15 years of experience, we provide expert guidance on maximizing deductions, optimizing retirement contributions, and structuring your business to boost financial health. We’re committed to making this process smooth and stress-free, so you can focus on what you do best—caring for your patients.
What sets us apart is our deep understanding of the healthcare industry and our dedication to aligning your tax strategy with both your professional and personal goals. Trust us to handle the complexities, while you enjoy the peace of mind that comes with knowing your finances are in expert hands.
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Thrive Wise Advisors
Thrive Wise Advisors is a wiser type of strategic tax advisory. Dedicated to delivering maximum value to a select group of medical professionals who strive for both financial security and lifestyle independence. Your experienced team at Thrive Wise Advisors is committed to helping you take control of the amount of tax you pay, achieve financial freedom, and live your best life. We believe you and your family deserve proactive, in-depth one-on-one holistic planning advice from experienced and dedicated advisors. Our holistic planning process is built around you and your family’s unique life, values, and goals. Grounded in the belief that comprehensive advice and service should be as unique as you are. Each of our strategic wealth building tax plans are custom designed to your specific and unique circumstances taking into account income, cash flow, investment assets, short term goals, long term objectives.
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Thrive Wise Advisors
Thrive Wise Advisors is a wiser type of strategic tax advisory. Dedicated to delivering maximum value to a select group of medical professionals who strive for both financial security and lifestyle independence. Your experienced team at Thrive Wise Advisors is committed to helping you take control of the amount of tax you pay, achieve financial freedom, and live your best life. We believe you and your family deserve proactive, in-depth one-on-one holistic planning advice from experienced and dedicated advisors. Our holistic planning process is built around you and your family’s unique life, values, and goals. Grounded in the belief that comprehensive advice and service should be as unique as you are. Each of our strategic wealth building tax plans are custom designed to your specific and unique circumstances taking into account income, cash flow, investment assets, short term goals, long term objectives.
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Physician Tax Solutions
At Physician Tax Solutions, we specialize in proactive tax planning tailored to meet your unique needs. Our goal is to help you achieve financial freedom sooner, ensuring a secure retirement and a lasting legacy. Our Strategic Wealth System™ offers a comprehensive approach to financial well-being, including tax coaching and compliance, accounting, bookkeeping, estate and asset protection, and financial coaching. The SWS Process™ seamlessly integrates these services into a proven sequence designed to strengthen both your finances and your business. Founded by David Auer, author of The Richest Doctor: A Modern Parable of Financial Independence, our firm is dedicated to guiding physicians and high-income professionals toward financial independence through proactive tax planning and smart investing. Partner with the experts setting the standard in tax services. Visit www.physiciantaxsolutions.com to schedule your complimentary introductory call.
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Physician Tax Solutions
At Physician Tax Solutions, we specialize in proactive tax planning tailored to meet your unique needs. Our goal is to help you achieve financial freedom sooner, ensuring a secure retirement and a lasting legacy. Our Strategic Wealth System™ offers a comprehensive approach to financial well-being, including tax coaching and compliance, accounting, bookkeeping, estate and asset protection, and financial coaching. The SWS Process™ seamlessly integrates these services into a proven sequence designed to strengthen both your finances and your business. Founded by David Auer, author of The Richest Doctor: A Modern Parable of Financial Independence, our firm is dedicated to guiding physicians and high-income professionals toward financial independence through proactive tax planning and smart investing. Partner with the experts setting the standard in tax services. Visit www.physiciantaxsolutions.com to schedule your complimentary introductory call.
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Fox & Company CPAs, Inc.
Fox & Co. CPAs is dedicated to serving doctors who expect a more proactive experience from their tax strategists. Led by President Laura Clifford, CPA and VP Johanna Fox Turner, CPA, CFP™, their team of tax advisors helps doctor families and practice owners across the USA employ tax strategies and plan year-round for the future rather than focusing only on the past. Our goals for clients are simple: manage expectations, respond quickly to our clients, and share our deep experience advising doctors to help educate and advise all clients. The Fox team helps clients with practice startups and management, real estate investment advice, compliance and filing, and all related tax planning for both the current year and into the future to help you make optimal decisions for multiple years.
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Fox & Company CPAs, Inc.
Fox & Co. CPAs is dedicated to serving doctors who expect a more proactive experience from their tax strategists. Led by President Laura Clifford, CPA and VP Johanna Fox Turner, CPA, CFP™, their team of tax advisors helps doctor families and practice owners across the USA employ tax strategies and plan year-round for the future rather than focusing only on the past. Our goals for clients are simple: manage expectations, respond quickly to our clients, and share our deep experience advising doctors to help educate and advise all clients. The Fox team helps clients with practice startups and management, real estate investment advice, compliance and filing, and all related tax planning for both the current year and into the future to help you make optimal decisions for multiple years.
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Cerebral Tax Advisors
At Cerebral Tax Advisors, we are focused on helping physicians all over the country minimize their tax obligations and build financial independence, through court-tested and IRS-approved tax strategies. As the spouse of a physician, our founder and Lead Tax Strategist, Alexis Gallati, personally understands the challenges medical professionals face. We guarantee a 2X return on investment (ROI) with our tax plan design services but often surpass this, with clients averaging a 453.53% ROI over the past decade. To ensure we meet our high standards and to honor our 2X ROI guarantee, our clients must earn a minimum of $400,000 in taxable income annually and own a business earning $50,000 as an independent contractor (including Sole proprietorship, LLCs, partnerships, S-corporations, and C-corporations). Contact us for a free Tax Discovery Session for a flat-rate quote and to see if we are a good fit.
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Cerebral Tax Advisors
At Cerebral Tax Advisors, we are focused on helping physicians all over the country minimize their tax obligations and build financial independence, through court-tested and IRS-approved tax strategies. As the spouse of a physician, our founder and Lead Tax Strategist, Alexis Gallati, personally understands the challenges medical professionals face. We guarantee a 2X return on investment (ROI) with our tax plan design services but often surpass this, with clients averaging a 453.53% ROI over the past decade. To ensure we meet our high standards and to honor our 2X ROI guarantee, our clients must earn a minimum of $400,000 in taxable income annually and own a business earning $50,000 as an independent contractor (including Sole proprietorship, LLCs, partnerships, S-corporations, and C-corporations). Contact us for a free Tax Discovery Session for a flat-rate quote and to see if we are a good fit.
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Doc Wealth
Docwealth.io is a physician founded physician focused tax strategy and filing service focused on short and long term personalized tax strategies to minimize taxes, generate long term wealth and protection.
- Full service tax firm focused on W2, 1099, K1 and practices in all 50 states providing tax planning and execution, tax filing, entity formation, payroll and bookkeeping.
See video – Doc Wealth Overview on how we work and what makes us unique - Diverse Team of Experts – A combination of Tax Attorney, CPA's, Enrolled Agents and Tax Accountants
- Concierge Level Service – 48 business hours response time with dedicated tax team
- Proprietary Tech Education Platform covering over 50 topics related to tax strategy, planning, step by step guides on becoming a new 1099 or opening your own business
- Achieved up to $250,000 in tax deductions using variety of tax strategies
- See our interview with Dr. Dahle where we discuss reducing your tax burden
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Doc Wealth
Docwealth.io is a physician founded physician focused tax strategy and filing service focused on short and long term personalized tax strategies to minimize taxes, generate long term wealth and protection.
- Full service tax firm focused on W2, 1099, K1 and practices in all 50 states providing tax planning and execution, tax filing, entity formation, payroll and bookkeeping.
See video – Doc Wealth Overview on how we work and what makes us unique - Diverse Team of Experts – A combination of Tax Attorney, CPA's, Enrolled Agents and Tax Accountants
- Concierge Level Service – 48 business hours response time with dedicated tax team
- Proprietary Tech Education Platform covering over 50 topics related to tax strategy, planning, step by step guides on becoming a new 1099 or opening your own business
- Achieved up to $250,000 in tax deductions using variety of tax strategies
- See our interview with Dr. Dahle where we discuss reducing your tax burden
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Ken Eremita CPA, Inc.
With years of experience working with 1099 contractors and S-corp owning physicians, we understand the challenges busy healthcare providers face in staying proactive with tax planning. Our tailored approach includes year-round, coordinated meetings and seamless communication to ensure tax-efficient strategies are executed without surprises. We handle the details—data collection, bookkeeping, payroll, and more—so you can focus on patient care. Direct CPA access ensures that your tax plan is always aligned with your financial goals. Experience a streamlined, stress-free tax process designed for physicians. Contact us today through our website or call/text 323-577-9897.
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Ken Eremita CPA, Inc.
With years of experience working with 1099 contractors and S-corp owning physicians, we understand the challenges busy healthcare providers face in staying proactive with tax planning. Our tailored approach includes year-round, coordinated meetings and seamless communication to ensure tax-efficient strategies are executed without surprises. We handle the details—data collection, bookkeeping, payroll, and more—so you can focus on patient care. Direct CPA access ensures that your tax plan is always aligned with your financial goals. Experience a streamlined, stress-free tax process designed for physicians. Contact us today through our website or call/text 323-577-9897.
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Taxstra PLLC
At Taxstra, we uniquely understand the challenges you may be facing because our founder, Bryan Martin, CPA, MBA, and his wife, a practicing physician, have actually lived through many of them, including:
- Managing hundreds of thousands in student loans, forgiven through PSLF
- Enduring a decade of financial delay during medical training
- Navigating significant tax and financial burdens post-residency
Drawing on this personal experience, the Taxstra team offer proactive tax planning tailored for physicians, physician practices, and other high-income professionals. Whether you’re starting medical school or nearing retirement, we help you strategically minimize your tax burden by:
- Providing recommendations to strategically invest in retirement funds, real estate, or businesses
- Maximizing credits & deductions
- Employing many other tax strategies
Our planning services integrate seamlessly with our comprehensive tax preparation, bookkeeping, and payroll services. Contact us for a complimentary consultation and start reducing your tax burden today!
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Taxstra PLLC
At Taxstra, we uniquely understand the challenges you may be facing because our founder, Bryan Martin, CPA, MBA, and his wife, a practicing physician, have actually lived through many of them, including:
- Managing hundreds of thousands in student loans, forgiven through PSLF
- Enduring a decade of financial delay during medical training
- Navigating significant tax and financial burdens post-residency
Drawing on this personal experience, the Taxstra team offer proactive tax planning tailored for physicians, physician practices, and other high-income professionals. Whether you’re starting medical school or nearing retirement, we help you strategically minimize your tax burden by:
- Providing recommendations to strategically invest in retirement funds, real estate, or businesses
- Maximizing credits & deductions
- Employing many other tax strategies
Our planning services integrate seamlessly with our comprehensive tax preparation, bookkeeping, and payroll services. Contact us for a complimentary consultation and start reducing your tax burden today!
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[email protected]
[email protected]
Reza & Sharif CPAs PC
At Reza & Sharif CPAs PC, a physician-family-owned firm, we understand the unique financial needs and lifestyle of medical professionals. Unlike traditional tax advisors who simply record your past and wait for you to ask questions, we take a proactive approach. We work closely with you throughout the year, continuously updating your tax plan to adapt to changes in your financial situation and evolving tax laws. Our deep knowledge of the medical profession allows us to address the specific financial challenges and opportunities you face, ensuring that your tax strategies are always aligned with your needs. By partnering with us, you benefit from personalized, proactive tax planning that helps you stay ahead of the curve. Experience the difference with a firm that truly understands your profession and is dedicated to optimizing your financial success.
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Reza & Sharif CPAs PC
At Reza & Sharif CPAs PC, a physician-family-owned firm, we understand the unique financial needs and lifestyle of medical professionals. Unlike traditional tax advisors who simply record your past and wait for you to ask questions, we take a proactive approach. We work closely with you throughout the year, continuously updating your tax plan to adapt to changes in your financial situation and evolving tax laws. Our deep knowledge of the medical profession allows us to address the specific financial challenges and opportunities you face, ensuring that your tax strategies are always aligned with your needs. By partnering with us, you benefit from personalized, proactive tax planning that helps you stay ahead of the curve. Experience the difference with a firm that truly understands your profession and is dedicated to optimizing your financial success.
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1099 Tax Doctor
1099 Tax Doctor is a physician-founded and managed one-stop shop for complete tax strategy and tax filing. By combining corporate structures such as S corps with tax shelters like cash balance plans, physicians can reduce their tax burden by tens of thousands of dollars and save more of their hard earned money. 1099 Tax Doctor handles everything, including entity setup, payroll, TPA services, defined benefit plans, income tax return filings, and advising. Prices are reasonable, transparent, and provided up front.
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1099 Tax Doctor
1099 Tax Doctor is a physician-founded and managed one-stop shop for complete tax strategy and tax filing. By combining corporate structures such as S corps with tax shelters like cash balance plans, physicians can reduce their tax burden by tens of thousands of dollars and save more of their hard earned money. 1099 Tax Doctor handles everything, including entity setup, payroll, TPA services, defined benefit plans, income tax return filings, and advising. Prices are reasonable, transparent, and provided up front.
See DetailsCPA Tax Preparation for Physicians
Tax preparers specialize in getting your taxes filed right the first time. The firms recommended here are pros at the ins and outs of tax law for doctors and high earners with diversified income streams.
For help developing the best strategies to lowering your tax bill, see the Tax Strategists recommendations.
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Kislay Shah CPA
Kislay Shah CPA has been in practice for over 25 years including services to healthcare service providers and physicians. Our clients are located all over the country. Our services include tax planning, return preparation, record keeping and attest services. Kislay has experience that can help you analyze your office operations and expenses to maximize efficiency. He has expertise in financial due diligence services in merger and acquisitions of medical practices. He has authored many professional articles and is a frequent speaker at industry conferences.
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Kislay Shah CPA
Kislay Shah CPA has been in practice for over 25 years including services to healthcare service providers and physicians. Our clients are located all over the country. Our services include tax planning, return preparation, record keeping and attest services. Kislay has experience that can help you analyze your office operations and expenses to maximize efficiency. He has expertise in financial due diligence services in merger and acquisitions of medical practices. He has authored many professional articles and is a frequent speaker at industry conferences.
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Taxstra PLLC
At Taxstra, we understand the complexities of tax preparation for physicians and high-income professionals. Our founder, Bryan Martin, CPA, MBA, has firsthand experience with these challenges through his wife, a practicing physician. We know how overwhelming it can be to navigate the tax landscape while managing a demanding career. That’s why we offer comprehensive tax preparation services tailored specifically for your busy schedule. Our services include:
- Accurate and efficient tax preparation
- Identification of eligible deductions and credits
- Integration with our strategic tax planning for tax minimization
- An online portal that streamlines everything, making tax prep as simple and stress-free as possible on your schedule (even when moonlighting)
Our personalized approach ensures you receive the maximum benefit from every deduction. Contact us today to schedule a consultation and experience stress-free tax preparation with proactive advice to reduce your tax burden.
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Taxstra PLLC
At Taxstra, we understand the complexities of tax preparation for physicians and high-income professionals. Our founder, Bryan Martin, CPA, MBA, has firsthand experience with these challenges through his wife, a practicing physician. We know how overwhelming it can be to navigate the tax landscape while managing a demanding career. That’s why we offer comprehensive tax preparation services tailored specifically for your busy schedule. Our services include:
- Accurate and efficient tax preparation
- Identification of eligible deductions and credits
- Integration with our strategic tax planning for tax minimization
- An online portal that streamlines everything, making tax prep as simple and stress-free as possible on your schedule (even when moonlighting)
Our personalized approach ensures you receive the maximum benefit from every deduction. Contact us today to schedule a consultation and experience stress-free tax preparation with proactive advice to reduce your tax burden.
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Convenient Tax Solutions
At Convenient Tax Solutions, we make taxes effortless for busy professionals like you. Our fully virtual services allow you to securely share your documents and information on your schedule—no need to take time off work. With optional evening and weekend meeting times, we’re here when it’s convenient for you.
We handle your tax preparation and planning with the same care and precision you handle your patients, ensuring every detail is accounted for. Whether it’s maximizing deductions or staying compliant, we make it easy to stay ahead while freeing up your time.
Because let’s face it—you’ve got better things to do than your taxes.
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Convenient Tax Solutions
At Convenient Tax Solutions, we make taxes effortless for busy professionals like you. Our fully virtual services allow you to securely share your documents and information on your schedule—no need to take time off work. With optional evening and weekend meeting times, we’re here when it’s convenient for you.
We handle your tax preparation and planning with the same care and precision you handle your patients, ensuring every detail is accounted for. Whether it’s maximizing deductions or staying compliant, we make it easy to stay ahead while freeing up your time.
Because let’s face it—you’ve got better things to do than your taxes.
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Tailwind CPA
Navigating business ownership, rental properties, and multi-state tax filings can be a significant undertaking, especially for busy medical professionals. Tailwind CPA is a small firm that believes in truly understanding our clients. This intimate knowledge isn't just about superior service – it translates to a more efficient process and a keen eye for optimizing your tax situation. We often uncover opportunities you didn't even know existed, helping you keep more of what you earn.
Diana Halenz, CPA, CFP, the owner of Tailwind CPA, brings over 30 years of experience and a Masters in Taxation to this personalized approach. We go beyond the annual return, offering ongoing support with quarterly estimates and proactive reviews to ensure you don't encounter any surprises come tax season. And because we understand your demanding schedule, we offer the convenience of off-hours appointments. Experience the Tailwind CPA difference: personalized service that goes beyond the numbers.
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Tailwind CPA
Navigating business ownership, rental properties, and multi-state tax filings can be a significant undertaking, especially for busy medical professionals. Tailwind CPA is a small firm that believes in truly understanding our clients. This intimate knowledge isn't just about superior service – it translates to a more efficient process and a keen eye for optimizing your tax situation. We often uncover opportunities you didn't even know existed, helping you keep more of what you earn.
Diana Halenz, CPA, CFP, the owner of Tailwind CPA, brings over 30 years of experience and a Masters in Taxation to this personalized approach. We go beyond the annual return, offering ongoing support with quarterly estimates and proactive reviews to ensure you don't encounter any surprises come tax season. And because we understand your demanding schedule, we offer the convenience of off-hours appointments. Experience the Tailwind CPA difference: personalized service that goes beyond the numbers.
See DetailsBusiness Services
Many CPAs that handle tax preparation and/or strategizing also offer helpful business services, including bookkeeping, handling of payroll, and accounting services that significantly reduce the common stress around tax time. Consider these firms when you are looking to up your efficiency, buy back your time, and outsource your business paperwork needs.
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Ashraf Advisory PLLC
Ashraf Advisory is a CPA firm based out of Dallas, TX accepting clients across all states. Our clients are wide in size from one provider physician independent contractors to fully built multi-owner practices and everything in between. Business tax preparation, tax projections, payroll and bookkeeping all done in one place with a dedicated CPA. Contact us to learn more.
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Ashraf Advisory PLLC
Ashraf Advisory is a CPA firm based out of Dallas, TX accepting clients across all states. Our clients are wide in size from one provider physician independent contractors to fully built multi-owner practices and everything in between. Business tax preparation, tax projections, payroll and bookkeeping all done in one place with a dedicated CPA. Contact us to learn more.
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NovaPoint CFO
NovaPoint CFO Services, LLC works with Physicians, Medical Practices and High Net Worth clients throughout the United States. We help our Physician clients in four ways: 1) Incorporation and Business set up; 2) Accounting/Payroll Systems; 3) Business and Personal Tax returns; and 4) Strategic Tax Planning through retirement planning, Wealth Management and other advanced strategies aimed at significantly reducing taxes. Our fees are a fixed rate for Incorporation, Business set up and Strategic Tax Plans. For Accounting and Payroll, we bill a flat monthly fee, and for Wealth Management, we charge based on the assets under management. Our clients include both Independent Contractors and W-2 Physicians along with select Medical Practices. We currently have clients in more than 30 states. Contact us today to schedule a free initial consultation.
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NovaPoint CFO
NovaPoint CFO Services, LLC works with Physicians, Medical Practices and High Net Worth clients throughout the United States. We help our Physician clients in four ways: 1) Incorporation and Business set up; 2) Accounting/Payroll Systems; 3) Business and Personal Tax returns; and 4) Strategic Tax Planning through retirement planning, Wealth Management and other advanced strategies aimed at significantly reducing taxes. Our fees are a fixed rate for Incorporation, Business set up and Strategic Tax Plans. For Accounting and Payroll, we bill a flat monthly fee, and for Wealth Management, we charge based on the assets under management. Our clients include both Independent Contractors and W-2 Physicians along with select Medical Practices. We currently have clients in more than 30 states. Contact us today to schedule a free initial consultation.
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Shariff CPA Firm, P.C.
Elevate your practice with our comprehensive financial services tailored for physicians. From meticulous bookkeeping and streamlined payroll to strategic CFO services and expert business formations, we handle the complexities so you can focus on patient care. Our dedicated team provides customized solutions to optimize your financial operations, ensuring accuracy, compliance, and growth. Partner with us to simplify your financial management and enhance your practice’s success. Contact us today to learn how our services can support your professional and financial goals.
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Shariff CPA Firm, P.C.
Elevate your practice with our comprehensive financial services tailored for physicians. From meticulous bookkeeping and streamlined payroll to strategic CFO services and expert business formations, we handle the complexities so you can focus on patient care. Our dedicated team provides customized solutions to optimize your financial operations, ensuring accuracy, compliance, and growth. Partner with us to simplify your financial management and enhance your practice’s success. Contact us today to learn how our services can support your professional and financial goals.
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Cerebral Tax Advisors
At Cerebral, we believe that proactive tax planning and accurate tax preparation are at the core of our clients' financial freedom. However, in order to provide the white-glove service, amazing communication, and peace of mind we offer our clients, we provide a comprehensive list of business services, including:
- Bookkeeping: Maintain accurate financial records
- Payroll: Simplify your payroll process
- CFO Services: Gain strategic financial insights
- Business Formation: Receive expert guidance to choose the right structure
- IRS & State Tax Representation: Audit representation, delinquent returns, offers in compromise.
As the spouse of a physician, our founder, Alexis Gallati, personally understands the challenges medical professionals face. At Cerebral, we keep our client list small to provide an excellent client experience through proactive, year-round monitoring while avoiding surprises. Our services are offered at flat-rate pricing and quoted upfront. Contact us for a free Tax Discovery Session to see if we are a good fit.
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Cerebral Tax Advisors
At Cerebral, we believe that proactive tax planning and accurate tax preparation are at the core of our clients' financial freedom. However, in order to provide the white-glove service, amazing communication, and peace of mind we offer our clients, we provide a comprehensive list of business services, including:
- Bookkeeping: Maintain accurate financial records
- Payroll: Simplify your payroll process
- CFO Services: Gain strategic financial insights
- Business Formation: Receive expert guidance to choose the right structure
- IRS & State Tax Representation: Audit representation, delinquent returns, offers in compromise.
As the spouse of a physician, our founder, Alexis Gallati, personally understands the challenges medical professionals face. At Cerebral, we keep our client list small to provide an excellent client experience through proactive, year-round monitoring while avoiding surprises. Our services are offered at flat-rate pricing and quoted upfront. Contact us for a free Tax Discovery Session to see if we are a good fit.
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Reza & Sharif CPAs PC
Enhance your medical practice’s financial health with Reza & Sharif CPAs PC, the physician-family-owned CPA firm that understands the unique demands of the healthcare industry. We serve clients worldwide and across the United States, offering specialized services tailored to medical professionals. Our comprehensive offerings include Business Startup Services, Accounting Services, Payroll, Tax Planning, and Tax Preparation. With a proactive approach, we address your financial challenges before they arise, helping you stay compliant and optimize profitability. Whether you’re a solo practitioner or part of a larger group, our expertise is dedicated to supporting the success and growth of your practice. Partner with us for personalized solutions that align with the specific needs of healthcare professionals and discover how we can help your practice thrive financially. Contact Reza & Sharif CPAs PC today to get started!
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Reza & Sharif CPAs PC
Enhance your medical practice’s financial health with Reza & Sharif CPAs PC, the physician-family-owned CPA firm that understands the unique demands of the healthcare industry. We serve clients worldwide and across the United States, offering specialized services tailored to medical professionals. Our comprehensive offerings include Business Startup Services, Accounting Services, Payroll, Tax Planning, and Tax Preparation. With a proactive approach, we address your financial challenges before they arise, helping you stay compliant and optimize profitability. Whether you’re a solo practitioner or part of a larger group, our expertise is dedicated to supporting the success and growth of your practice. Partner with us for personalized solutions that align with the specific needs of healthcare professionals and discover how we can help your practice thrive financially. Contact Reza & Sharif CPAs PC today to get started!
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SFC CPA
At SFC CPA, we simplify operations for busy professionals, like physicians and small business owners, through tailored services including tax preparation, bookkeeping, and proactive tax planning. Our expertise includes:
- Tax Representation: Assistance with 1040- Individual tax returns, 1099s – Schedule C, 1120s- S Corporation, and 1065s- Partnership.
- Bookkeeping: Accurate financial records using QuickBooks Online.
- Business Formation and Consulting: Guidance to select the best structure for your goals.
Specializing in healthcare professionals, subcontractors, and S-corporation owners, we provide comprehensive tax planning and preparation. Our proactive approach ensures year-round support through meetings and seamless communication, implementing tax-efficient strategies without surprises.
Led by Saad Chaudhary, CPA, with 14+ years of experience, we offer direct CPA access, 48-hour response times, and expert QuickBooks support. Let us handle your financial needs so you can focus on success.
Contact us at 980-748-2967, visit www.sfccpapllc.com, or email [email protected] for a free consultation.
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SFC CPA
At SFC CPA, we simplify operations for busy professionals, like physicians and small business owners, through tailored services including tax preparation, bookkeeping, and proactive tax planning. Our expertise includes:
- Tax Representation: Assistance with 1040- Individual tax returns, 1099s – Schedule C, 1120s- S Corporation, and 1065s- Partnership.
- Bookkeeping: Accurate financial records using QuickBooks Online.
- Business Formation and Consulting: Guidance to select the best structure for your goals.
Specializing in healthcare professionals, subcontractors, and S-corporation owners, we provide comprehensive tax planning and preparation. Our proactive approach ensures year-round support through meetings and seamless communication, implementing tax-efficient strategies without surprises.
Led by Saad Chaudhary, CPA, with 14+ years of experience, we offer direct CPA access, 48-hour response times, and expert QuickBooks support. Let us handle your financial needs so you can focus on success.
Contact us at 980-748-2967, visit www.sfccpapllc.com, or email [email protected] for a free consultation.
See DetailsCan Doctors Do Their Own Taxes?
There are three great reasons to do your own taxes.
The first is you save money.
The second is that it really doesn't take a lot more time to do it yourself since tax software can pull most of your information in from last year's return and download many of the accounts you would have to type in.
But the most important is that doing your own taxes teaches you the tax code, at least the parts relevant to you, which causes you to make better tax decisions in the future.
That said, any year your financial situation changes dramatically is a great year to have a high-quality tax accountant look things over to see what else you could do.
DIY Tax Resources
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.
Tax Strategists – Would you like to be included on this list?
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