Our Services
Physician Tax Solutions clients engage with us for proactive tax planning with a personalized approach. While most of what we do fits into three categories, we help our clients in a variety of ways outlined on this page. If you have any other questions about what we can do to help your tax burden, please contact us here.
A Deeper Look at What We Do...
Tax Compliance covers everything that goes into the physical filing of tax returns for both businesses and individuals. Here's a list of our services in that department:
- Federal income tax filing for entities (S-Corp, C-Corp, etc.)
- State income tax filing for entities (S-Corp, C-Corp, etc.)
- Federal income tax filing for individuals
- State income tax filing for individuals
Tax Planning is our bread-and-butter. This is what we are known for! Here's a list of our services in that department:
- Business entity setup and tax strategy implementation based on our Strategic Blueprint recommendations
- An annual update of your tax strategies
- Year-end tax planning meeting and projections
- An annual Reasonable Compensation Study for S-Corporation shareholders/employees
- Year-end tax accounting journal entries
- Estimated tax payment voucher preparation
- IRS/taxing authority representation
- Ongoing tax and financial education
We work with clients to take the savings from their proactive tax planning and put those dollars into cost-effective, tax-smart investments. It's our honor to help our clients reach financial independence faster though services like:
- Quarterly net worth statement with automatic data aggregation
- Quarterly cash flow statement with automatic data aggregation
- Quarterly retirement investment performance tracking and interactive "what if" scenarios
Here's some of the ways we help clients with their accounting practices:
- Providing a dedicated accounting professional to their account
- Setting up their QuickBooks Online and automating their transaction imports
- Cash-basis accounting
- Reviewing transactions monthly
- Annual profit and loss, balance sheet, and cash flow statements
- End of year bank/loan balance reconciliation
Here's some of the ways we help clients with their payroll needs:
- Enrollment in a trusted third-party payroll service
- Integration with their QuickBooks Online account
- Processing of payroll and tax reporting
We work with clients to take the savings from their proactive tax planning and put those dollars into cost-effective, tax-smart investments. It's our honor to help our clients reach financial independence faster though services like:
- Quarterly net worth statement with automatic data aggregation
- Quarterly cash flow statement with automatic data aggregation
- Quarterly retirement investment performance tracking and interactive "what if" scenarios
Here's some other things we have taken care of for clients presently and in the past:
- Gift/estate/trust/non-profit/retirement plan tax filings
- Business franchise/property/payroll/1099/sales tax filings
- Capital gains tax mitigation strategies
- Amended income tax filings for prior years
- Non-U.S./Foreign tax filings
- Strategic business planning
- Cost segregation study analysis and reporting
- R&D tax credit analysis and reporting
- Loan-mortgage application assistance