Stop Overpaying Taxes — Save $20K-50K Annually
Most physicians overpay taxes by thousands each year. Get strategic tax planning from experts who understand physician compensation structures.
Why Physicians Overpay Taxes
Standard tax preparers don't understand physician compensation structures, retirement plans, and practice ownership nuances.
Entity Structure Mistakes
Operating as W-2 when you could benefit from S-Corp or LLC. Missing QBI deductions, self-employment tax savings, and retirement plan optimization.
Retirement Plan Gaps
Not maximizing 401(k), 403(b), or defined benefit plans. Missing catch-up contributions, employer matching optimization, and after-tax strategies.
Deduction Opportunities
Missing legitimate business deductions: CME, licensing, professional memberships, home office, equipment depreciation, and more.
Physicians typically overpay $20,000-$50,000 annually in taxes. Strategic planning can recover most of this.
Doc Wealth specializes in physician tax optimization and financial planning.
How Doc Wealth Works
Elite team of Tax Attorneys, CPAs, and Enrolled Agents providing year-round support
Free Consultation
15-minute call to understand your tax situation and identify opportunities. No obligation.
Strategic Tax Plan
Customized plan based on your compensation structure, practice type, and financial goals.
Year-Round Support
Dedicated CPA with daily office hours. Monthly bookkeeping, payroll, and compliance support.
Ongoing Optimization
Continuous strategy refinement. Entity formation, retirement planning, and wealth acceleration.
Real Tax Savings Examples
See how strategic tax planning creates real value for physicians
Strategic tax planning pays for itself many times over. Most physicians see savings in their first year.
What Doc Wealth Provides
Comprehensive tax and financial planning services
Physician-focused tax strategies: Understands W-2, 1099, partnership, and practice ownership structures
Entity formation and compliance: S-Corp, LLC, and partnership setup with ongoing compliance support
Monthly bookkeeping and payroll: Automated systems with dedicated CPA oversight
Year-round tax planning: Not just April filing—strategic planning throughout the year
Dedicated CPA with daily office hours: Direct access to your tax professional
Retirement plan optimization: 401(k), 403(b), defined benefit plans, and catch-up strategies
Start Saving on Taxes Today
Most physicians overpay taxes by $20K-50K annually.
Doc Wealth specializes in physician tax optimization and can identify savings opportunities in your first consultation.
Book your free consultation to see how much you could save.
Tax Planning That Accelerates Financial Independence
Doc Wealth combines strategic tax planning with wealth optimization to help physicians build wealth faster and retire earlier.
Schedule Your Free Consultation NowCommon Questions
How much can I actually save on taxes?
Most physicians save $20,000-$50,000 annually through strategic tax planning. Savings come from entity optimization, retirement plan maximization, QBI deductions, and legitimate business expense deductions. Your actual savings depend on your compensation structure, practice type, and current tax situation.
Is this only for practice owners, or can employees benefit too?
Both. W-2 employees benefit from retirement plan optimization, HSA strategies, and legitimate deduction identification. Practice owners and 1099 contractors see additional savings from entity structure, QBI deductions, and business expense optimization. Doc Wealth works with all physician compensation structures.
How is Doc Wealth different from my current CPA?
Doc Wealth specializes exclusively in physician tax planning. They understand physician compensation structures, retirement plans, practice ownership nuances, and industry-specific deductions. Most CPAs handle hundreds of different client types—Doc Wealth focuses only on physicians.
Do I need to switch from my current CPA?
Many physicians keep their current CPA for filing and add Doc Wealth for strategic tax planning. Doc Wealth can work alongside your existing tax preparer or serve as your primary tax team. The free consultation helps identify if their services would benefit your situation.
What happens during the free consultation?
A 15-minute call to understand your tax situation, compensation structure, and financial goals. Doc Wealth identifies potential savings opportunities and explains how their services could help. No obligation—just strategic insights you can use immediately.
How much does Doc Wealth cost?
Pricing varies based on your needs and complexity. Many physicians find the tax savings more than cover the cost of services. The free consultation includes transparent pricing discussion so you can decide if it makes sense for your situation.