Medical & Dental
Lower your taxes and keep more money in your pocket
Tax Planning Helps Lower Student Loan Payments and Save More for Retirement
Unlike traditional tax preparers, we provide a one-stop-shop experience, integrating financial solutions with the unique expertise to establish and optimize business structures. With a casual, friendly, and easy-going approach, we make taxes feel less overwhelming while delivering real financial impact.
You can focus on growing your business— weʼll handle the numbers.
Tax Preparation
Whether you are a W2 hospital employee doing some side work to increase your earnings or you are a dentist looking at building your own business, we can get your taxes done efficiently and effectively to keep the most money in your pocket.
Student Loan Payments
With Public Service Loan Forgiveness under fire, you need a good plan to keep your payments reasonable and get your loans handled. We can run through the menu of options and see what payment plans work for you.
Bookkeeping
Like charting, this is the necessary evil of the tax world. If you don’t know what you are making and spending, you cannot file your taxes, and certainly can’t come up with a plan to lower your taxes. We have systems that can take the pressure off and handle this for you.
Planning
Everyone tells you to form an S Corporation which is great for many people but for high earners like doctors and dentists, it can just increase costs with no real benefits. We can take a close look and actually get you in the right entity setup.
You know what happens if you don’t plan ahead?
Every year, you look at your tax debt and think there has to be a better way. There is, but it also needs to be balanced by your plans for retirement and living. I can easily cut your tax rate in half, but it is not the most efficient way to handle your finances in general.
We can see what you are actually looking for in life and start working toward that methodically. If you want to retire early or pay off your student loans right away, we can come up with a strategy to make that happen.
If you want to pay nothing in taxes, we can make that happen, but it is not for the faint of heart.
Take Control of Your Taxes and Finances for a Fresh Start
Managing taxes and finances can often feel overwhelming, but it doesn’t have to be. If you’re ready for a fresh start toward financial clarity, let’s explore how you can take control of your taxes and finances.
Realization
Acknowledge that you are ready for a fresh start with your taxes and finances.
FREE Consult
Schedule an appointment so we can develop a personalized strategy for you.
Strategy
Establish your systems and begin implementing your customized strategy.
Relax
Enjoy peace of mind knowing that your taxes, bookkeeping, and finances are under control.
Choose Your Ideal Tax Support
We offer three options—Silver, Gold, and Platinum—tailored to meet different needs and levels of assistance. Each option is designed to make tax preparation and bookkeeping easier for you, whether you prefer to do more yourself or want comprehensive support throughout the year.
Silver
This option is perfect for people who want to do most of the work themselves, whether to control costs or because they enjoy doing it. It is solely for tax preparation for business and/or personal taxes. You will provide documents, income, expenses, and any other issues you have, and I will prepare your tax returns.
Gold
Includes the Silver tax preparation and bookkeeping. Using software, we will track your income and expenses for the purpose of tax preparation. You will receive financial statements along with tax returns. This is purely historical work and does not include any planning or projections, but if things don’t change significantly, you can expect more or less the same taxes every year.
Platinum
The platinum option includes tax preparation, bookkeeping, planning, and compliance work. Your bookkeeping will be updated throughout the year, and forecasts will be sent twice a year, in the summer and at year's end. We will also ensure that your annual reports and business licenses are renewed each year.
Tax Savings and Family Fun:
How a Urologist Turned a Disney Dream into a Profitable Airbnb
A married Urologist with three kids came to me because he was tired of paying so much in taxes. In talking about how to save taxes, he mentioned that he loved taking his wife and kids to Disney World and was looking at buying a property there. With this in mind, and his busy schedule, we came up with a plan to have him buy a short-term rental there, which he could use for up to two weeks a year personally. With the deductions from a cost segregation study and proper bookkeeping, we saved him 133,000 in taxes, and now he has a cash-flowing Airbnb that provides a place for his family to gather and enjoy the theme parks.