Keep More of What You Earn Our Strategic Wealth System
As a Physician Tax Solutions client, you'll have a team of professionals behind you. Our goal is simple - We help you achieve financial freedom sooner so that can enjoy retirement and leave a legacy.
This is a look at our Strategic Wealth System, as featured in our founder's latest book The Richest Doctor: A Modern Parable of Financial Independence.
I've been with PTS for several years now and I've gone from a simple personal tax return with one LLC to a more complex structure of S-corp and C-corp which has significantly reduced our tax payments over the years (huge difference in an accountant versus a tax planner). Not only that, David and Mal have been great teachers along the way so we understand not only how to save taxes but how to do it right. They are very progressive when it comes to their recommendations but quick to let me know if something is not advisable. Other tax services may be less expensive but most important is our return on our investment and we can confidently say we've been able to save quite a bit with PTS and with a structure that will continue to do so.
We absolutely love the skillset of Provident CPAs - they are so detail-oriented, client-centric, and their level of expertise is unmatched. We transitioned to them after a long relationship with our previous CPA (that we still love, too!) and the crossover was absolutely seamless.
Provident has been extremely helpful and easy to work with for creating an effective financial strategy. They are always responsive and offer very knowledgeable advice.
The Blueprint is a wonderful overview of tax planning. Beata Ligas is the best CPA I have worked with. I appreciate her patience, explanations, prompt communication and thorough work.
David Auer and his team are wizards at structuring my financial life in a way that literally has changed my life! This is the team you want. It does require a leap of faith, and now that I have, they have been very patient in explaining almost line by line on my returns. This has made the transition immensely smoother. The main caveat is complexity, but it is completely worth it.
I couldn't be more pleased with the exceptional service provided by my team at Physician Tax solutions. I've experienced nothing but professionalism, expertise, and a genuine commitment to my financial well-being.They truly take the time to break down complex financial concepts into clear, understandable terms. They thoroughly reviewed my financial situation and offered insightful advice that has not only helped streamline my finances but also saved me a significant amount of money.Their attention to detail and meticulous approach to every aspect of my accounting needs have been truly impressive. Whether it’s tax preparation, financial planning, or day-to-day bookkeeping, they handle everything with the utmost precision and care.I highly recommend them to anyone in need of a reliable, knowledgeable, and personable accountant. Their expertise and dedication have made a significant positive impact on my financial health, and I am incredibly grateful for their outstanding service.
I have been through at least 5 - 6 tax firms and have been disappointed EVERY SINGLE TIME. But David and his team at Provident are heaven sent literally. It puts my mind at ease knowing I have a team of professionals working to help me reduce my tax burden. When I say team I mean a literal TEAM. They meet with me whenever I have questions about anything. Moreover, not only are they knowledgeable and exceptional, they're kind and good people. I love our meet ups and always look forward to them. Shout out to John he's a worker bee and Melody is so awesome. James is a tax encyclopedia. Oh David has a book too check it out! Its amazing! If you all are reading this thanks for saving me money while keeping me laughing!
Provident has been very helpful in proactively reducing my effective tax rate as a healthcare provider. I’m confident they are saving me as much money as I can, within reason. More now than ever, they are providing timely follow-up on questions and tax discussion, even by text!
Excellent! Very responsive and professional. Definitely a must have for any 1099 Physician
The Zoom call was easily setup and initiate. the tax professional was friendly and took all the time needed to walk me through the information and the technical challenges. It was an overall good experience and informative.
The team is very professional and accommodating to our busy schedule. Special shout out to Mal. David is the best at planning out your tax strategy for you. Love them!
I've been with PTS for several years now and I've gone from a simple personal tax return with one LLC to a more complex structure of S-corp and C-corp which has significantly reduced our tax payments over the years (huge difference in an accountant versus a tax planner). Not only that, David and Mal have been great teachers along the way so we understand not only how to save taxes but how to do it right. They are very progressive when it comes to their recommendations but quick to let me know if something is not advisable. Other tax services may be less expensive but most important is our return on our investment and we can confidently say we've been able to save quite a bit with PTS and with a structure that will continue to do so.
We absolutely love the skillset of Provident CPAs - they are so detail-oriented, client-centric, and their level of expertise is unmatched. We transitioned to them after a long relationship with our previous CPA (that we still love, too!) and the crossover was absolutely seamless.
Provident has been extremely helpful and easy to work with for creating an effective financial strategy. They are always responsive and offer very knowledgeable advice.
The Blueprint is a wonderful overview of tax planning. Beata Ligas is the best CPA I have worked with. I appreciate her patience, explanations, prompt communication and thorough work.
David Auer and his team are wizards at structuring my financial life in a way that literally has changed my life! This is the team you want. It does require a leap of faith, and now that I have, they have been very patient in explaining almost line by line on my returns. This has made the transition immensely smoother. The main caveat is complexity, but it is completely worth it.
I couldn't be more pleased with the exceptional service provided by my team at Physician Tax solutions. I've experienced nothing but professionalism, expertise, and a genuine commitment to my financial well-being.They truly take the time to break down complex financial concepts into clear, understandable terms. They thoroughly reviewed my financial situation and offered insightful advice that has not only helped streamline my finances but also saved me a significant amount of money.Their attention to detail and meticulous approach to every aspect of my accounting needs have been truly impressive. Whether it’s tax preparation, financial planning, or day-to-day bookkeeping, they handle everything with the utmost precision and care.I highly recommend them to anyone in need of a reliable, knowledgeable, and personable accountant. Their expertise and dedication have made a significant positive impact on my financial health, and I am incredibly grateful for their outstanding service.
I have been through at least 5 - 6 tax firms and have been disappointed EVERY SINGLE TIME. But David and his team at Provident are heaven sent literally. It puts my mind at ease knowing I have a team of professionals working to help me reduce my tax burden. When I say team I mean a literal TEAM. They meet with me whenever I have questions about anything. Moreover, not only are they knowledgeable and exceptional, they're kind and good people. I love our meet ups and always look forward to them. Shout out to John he's a worker bee and Melody is so awesome. James is a tax encyclopedia. Oh David has a book too check it out! Its amazing! If you all are reading this thanks for saving me money while keeping me laughing!
Provident has been very helpful in proactively reducing my effective tax rate as a healthcare provider. I’m confident they are saving me as much money as I can, within reason. More now than ever, they are providing timely follow-up on questions and tax discussion, even by text!
Excellent! Very responsive and professional. Definitely a must have for any 1099 Physician
The Zoom call was easily setup and initiate. the tax professional was friendly and took all the time needed to walk me through the information and the technical challenges. It was an overall good experience and informative.
The team is very professional and accommodating to our busy schedule. Special shout out to Mal. David is the best at planning out your tax strategy for you. Love them!
Tax Advice and More... Read the Latest from Our Blog
Don’t Wait to Create Your Legacy
Legacy. It sounds like something reserved for the ultra-wealthy or the very old. But the truth is, legacy isn’t just...
Get David Auer's Latest Book
The Richest Doctor:
A Modern Guide to Financial Independence
If you are a physician seeking a better way toward retirement and financial freedom, The Richest Doctor is for you!
The new anecdotal work from Physician Tax Solutions' founder, David Auer, serves as a step-by-step narrative of how physicians and high-income professionals can become financially independent faster through proactive tax planning and proven investing methods.
The Richest Doctor follows four emergency room physicians after their residency.
Each physician works with a proactive certified public accountant, Will, to reduce their tax burden and use tax savings to grow their wealth. Reconnecting on a regular basis, the friends compare how their career decisions move them closer to financial independence and a “rich” legacy. Rich, in this case, means a robust life, caring for family and friends, and building wealth to accomplish important goals.
The Richest Doctor was published in April 2022 and quickly became the #1 New Release in Amazon's Taxation and Personal Taxation book categories.
Right now, you can get the first two chapters delivered to your inbox for free via www.therichestdoctor.com website.
