(888) 450-3451

Tax Services for Physicians

You manage complex cases all day. Why are you doing bookkeeping at midnight?

Your fragmented tax setup is costing you $18K-$32K annually. Or if you're earning $400K+, potentially $300K-$600K.

Call (888) 450-3451

The Physician Tax Problem

Your current setup probably looks like this. It's not bad—it's just fragmented.

Your Bookkeeper

  • Tracks practice income and expenses
  • Doesn't understand W-2 vs distribution optimization
  • Doesn't know you own rental properties
  • Doesn't coordinate with your CPA

Your CPA

  • Files your return once a year
  • Never sees your monthly practice P&L
  • Doesn't know about real estate depreciation opportunities
  • Can't coordinate with bookkeeper (hourly rate prevents it)

You

  • Working 60+ hour weeks
  • Reviewing QuickBooks at 11pm
  • Coordinating between bookkeeper and CPA
  • Nobody planning proactively

What This Fragmentation Costs Physicians:

$18K-$32K/year

For practices earning $150K-$400K profit

$300K-$600K/year

For physicians earning $400K+ household income

What Integration Catches for Physicians

DM

Dr. Michael Chen

Anesthesiologist, Houston, TX

$580K W-2 income + 3 rental properties

"My previous CPA was great at filing on time. I had no complaints. Then Rick found $284K in retirement contributions I was missing and another $168K through cost segregation on my rental properties. In one year, he found more than I paid my old CPA in 15 years."

$337,000

First Year Tax Savings

Defined benefit plan: $284K | Cost segregation: $168K | Management company structure: $28K | Augusta Rule: $14K | Family employment: $22K

What Your Current Setup Is Missing

W-2 vs Distribution Optimization

Why it's missed: Your bookkeeper tracks practice income. Your CPA files the return. Nobody's analyzing optimal W-2 amount vs S-Corp distributions to minimize FICA while maximizing retirement contributions.

With integration, bookkeeper sees monthly profit → planner calculates optimal W-2 → preparer implements it.

Potential savings: $8K-$28K/year

Real Estate Depreciation Coordination

Why it's missed: Your CPA takes straight-line depreciation on rentals. Never asks about cost segregation. Doesn't coordinate rental property depreciation with practice income to offset taxes.

With integration, we run cost seg studies and coordinate timing with practice income.

Potential savings: $40K-$180K (one-time)

Retirement Maximization

Why it's missed: Your CPA asks "what did you contribute?" Takes your number. Never analyzes if defined benefit plan could get you to $200K-$320K contributions vs $23K 401(k) limit.

With integration, we analyze profit levels and implement highest contribution strategies.

Potential savings: $60K-$120K/year

Management Company Structure

Why it's missed: If you're W-2 employed, your CPA might not suggest management company to capture side income, speaking fees, or consulting at lower FICA rates.

With integration, we structure entities to capture all income streams optimally.

Potential savings: $12K-$35K/year

Augusta Rule (Home Office)

Why it's missed: Most CPAs don't think to rent your home to your practice for meetings. Up to $20K annually tax-free under Augusta Rule.

With integration, we document legitimate business use and implement Augusta Rule strategy.

Potential savings: $7K-$14K/year

Family Employment

Why it's missed: Your CPA doesn't know your spouse helps with scheduling or admin. Could be employed with retirement benefits and income shifting.

With integration, bookkeeper sees operations → planner structures family employment → preparer implements.

Potential savings: $8K-$22K/year

Two Solutions for Physicians

Tax Essentials

For practices earning $150K-$400K profit

Integrated Tax Services:

  • Monthly bookkeeping (practice + personal)
  • Quarterly tax planning with medical practice expertise
  • Annual tax preparation (business + personal)
  • W-2 vs distribution optimization
  • QuickBooks Online included
  • One team, complete coordination
$780-$1,230/month

$9,360-$14,760 annually

24-month commitment (2 tax seasons)

$18K-$32K

Annual tax savings for physicians

Net after fee: +$8K-$17K in your pocket

See Tax Essentials Details

Tax Architecture

For $400K+ household income (W-2 or practice owner)

Everything in Tax Essentials, PLUS:

  • Rick Abdallah (EA, CPA, JD, MBA) as your strategist
  • Defined benefit plans ($200K-$320K contributions)
  • Cost segregation studies on rental properties
  • Management company structures for W-2 physicians
  • Multi-entity optimization
  • Asset protection planning
$2,030-$5,030/month

$24,360-$60,360 annually

36-month commitment (3 tax seasons)

$300K-$600K

Annual tax savings for high-earning physicians

ROI: 10-15X guaranteed

See If You Qualify

Stop Doing Bookkeeping at Midnight

Two ways to get started:

Free Return Review

Send us your last tax return. We'll show you what was missed—specific to physician tax situations. No obligation. Takes 48 hours.

Request Free Review

15-Minute Call

Discuss your practice situation. We'll tell you which service makes sense and what you're potentially missing.

Call (888) 450-3451

Mon-Fri 9AM-6PM EST