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Tax Strategists Services For Physicians
With the ever-changing laws and tax landscape, paying taxes can be tedious and frustrating.
A specialized tax strategist can help you plan and strategize to ensure you are minimizing your tax bill and following all tax laws.
This page lists POF’s recommended tax strategist to help you with your tax planning and strategy. The following companies are paid advertisers on the site that have been vetted extensively by us here at POF.
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Tax Strategists Services For Physicians
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 make sense of their taxes and plan year-round for the future rather than focusing only on the past. 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. Services at Fox CPA are an all-inclusive flat fee monthly subscription service. Your FPA (Fixed Payment Agreement) includes tax strategy/Q&A’s as you reach out, two annual tax projections and planning sessions, and, of course, federal/state/local tax filing. FPAs also cover tax audits and amended filing for any returns prepared by the firm. Scroll down to review fees for typical client scenarios. Schedule a no-obligation initial consult with Laura or Johanna or call 270-247-6087 if you prefer to chat with one of the sassy Southern belles, Ludonna or Becca.
Contact Information:
Mayfield, Kentucky, lclifford@fox-cpas.com, 270-247-6087
How much of your hard-earned money disappears every year at tax time? What if you could keep more of every dollar to build lasting wealth for you and your family? We help our clients save thousands of dollars on their taxes year after year.
Let’s take a look at your unique situation and see how you can do the same. Schedule your consultation now to find out how you could save tens of thousands in taxes, so you can grow your wealth.
Contact:
Grayslake, IL StevenHamilton@HamiltonTax.net (224) 381-2660
| Services Offered | Personal Finance Planning Bundle |
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Cerebral Tax Advisors, is focused on helping physicians all over the country minimize their tax obligations and build financial independence, through court-tested and IRS-approved tax strategies.
Alexis Gallati, founder and Lead Tax Strategist at Cerebral, grew up in a family of physicians and is married to one, so she knows firsthand the financial challenges that medical professionals face daily. Alexis has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation. She has trained at the highest level, holding two master’s degrees (a Master’s in Business Administration and a Master of Science in Taxation), and serves as an Enrolled Agent, NTPI Fellow, and Certified Tax Strategist.
Cerebral guarantees a 2X return on investment (ROI) on their tax plan design services but often surpass this, with clients averaging a 453.53% ROI over the past decade.
Cerebral Tax Advisors charges a flat-rate fee quoted upfront before you begin.
Contact Cerebral Tax Advisors for a free Tax Discovery Session.
| Services Offered | Tax Planning and Strategy Tax Preparation Bookkeeping CFO Services |
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| Contact Information | P: (865) 281-1461 W: www.cerebraltaxadvisors.com/contact |
Kislay Shah CPA is a full-service CPA firm with over 25 years of experience, serving clients nationwide. We specialize in tax planning, return preparation, record keeping, and attest services for a diverse range of industries, including healthcare providers and physicians.
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.
Our client base includes healthcare physicians or professionals, healthcare partnerships with multiple practitioners, and medical institutions. If you are involved in LOCUMS work, starting a medical practice, or transitioning to 1099 or K-1 earning sources, you may benefit from understanding tax and business structuring to optimize your taxes. For those working in multiple states, expert handling of multi-state filings is crucial.
Additionally, if you are investing in short-term or long-term real estate, or other passive K-1 investments, you will require specialized advice on the specific tax treatments.
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P: (646)-328-1326
W: https://shahcpaus.com/
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