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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

Residency to Retirement is your beacon of proactive tax solutions, specially designed for physicians who seek a comprehensive approach to financial success. Working solely with individual medical professionals, we promise to never “outgrow” our client base.

With a focus on the client experience, we invest in our tech stack to include the latest innovations that our growing world produces. Similarly, with a deep understanding of the tax issues that physicians deal with today, we study and provide our thoughts on the latest tax changes on a regular basis.

Along with our all-inclusive subscription services, we provide a one-off tax consultation service that allows our clients to work with their established professionals, while ensuring that they’re up to date on the latest in strategic tax advice.

Whether you’re just coming out of residency, or planning for retirement, we’re here to help you implement every tax strategy in the book!

Contact

Duncan@ResidencyToRetirement.com

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

If you are a do-it-yourselfer, this is the most comprehensive and helpful tool we’ve come across for tax planning.
This tool helps with not only tax planning but also financial goals, cash-flow tracking, debt management, insurance planning, savings, investing, retirement planning, and estate planning. With this, you are getting everything you need to create your detailed financial plan.
There are many moving parts to the tax code. For example, A Roth conversion might help you fill a bracket, but it could also lower your child tax credit, American Opportunity tax credit, or alter your Sec. 199A QBI deduction.
This tax planning bundle, a series of interconnected Excel (or Google Sheets) worksheets, does it all.
If you use a CPA to prepare your tax returns but like to have a good idea of which deductions you’ll benefit from and how confident financial choices will impact your return, then this is an excellent tool for you.
At less than the cost of an hour of most CPAs’ time, you can download Kathryn Hanna’s personal finance bundle at Making Your Money Matter and use it year after year with free updates to the tax input sheet as the numbers change annually.
Services Offered Personal Finance Planning Bundle
Tools Included
  • Financial goals
  • State and Federal Taxes
  • Cash-flow tracking
  • Debt management
  • Insurance planning
  • Savings
  • Investing
  • Retirement Planning
  • Estate planning

At Cerebral Tax Advisors, their goal is to minimize your tax obligations and help you build financial independence. They specialize in helping medical professionals and dentists and are well-versed in physician-specific issues in personal finances as well as private practice and business finances.

Founded by Alexis Gallati, with extensive experience in high-level tax planning strategies and multi-state tax preparation, holds two master’s degrees and serves as an Enrolled Agent, NTPI Fellow, and Certified Tax Planner.

Alexis grew up in a family of physicians, is married to a private practice physician, and has been specializing for more than 18 years in tax planning for doctors and physicians.

Healthcare professionals nationwide work with Cerebral Tax Advisors to lower their personal and business taxes by an average of 48% annually through court-tested and IRS-approved tax strategies.
Cerebral Tax Advisors charges a flat-rate fee quoted upfront before you begin.
Contact Cerebral Tax Advisors for a free tax analysis. They are confident from their tax analysis, they will be able to show you the benefit and return of investing in a tax strategist.
Services OfferedTax Planning and Strategy
Key Takeaways
  • Focused on Physicians & Business Owners
  • 2x Return On Investment Guarantee
  • Court-Tested Strategies
  • They focus on you with only a select Number Of Clients In 40+ States
  • With Your Best Interest in Mind
Contact InformationP: (865) 281-1461
W: www.cerebraltaxadvisors.com/contact

 

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