I am physician-focused and the only new clients I accept are physicians. By focusing on physicians I am able to offer a specialized tax service that incorporates all the tax strategies relevant to physicians. Many physicians experience knowing more than their CPA about tax strategies and that doesn’t happen with me. I’m also a regular participant on the White Coat Investor forum and answer many tax questions there.
I also have a subscription pricing model that my clients love.
I'm able to serve clients wherever they are. No office to drive to.
With a Strategic Tax Plan and tax projections I keep you one step ahead.
Responsive and able to answer your questions when you need it.
I provide personalized tax advice that is specific to your unique situation.