Tax Consultants for Successful Medical,
Dental, and other Professionals
Tax consultants can be vital to your practice or business. That’s a given.
But, do you have any idea how much it costs your practice to use a “generalist” CPA
each year? It could run to many thousands of dollars and a tremendous amount
of time and worry.
Read on if this concerns you.
A tax consultant who specializes in the needs of medical, dental, and other professionals, can make that extra expense, time and worry virtually disappear. Especially if that tax consultant also specializes in Federal and California tax, and in investment and retirement planning.
How can I be sure?
How can you be sure this is true? The term, “tax consultant” can mean a lot of different things to different people. Not everyone is impressed by the term. But, I’m sure that, if you could hear the stories of my other satisfied clients, you’d be inclined to say, “Tell me more.” Unfortunately, as you may know, SEC compliance regulations won’t allow me to share those specifics with you. So, I’ll try to make my case in other ways.
Keep reading and I’ll explain
Our focus on Federal tax, California state tax, and financial and retirement planning for medical, dental, and other professionals, has developed over time, and through word-of-mouth. Along the way, my tax consultant clients were pleased with the results they got, and so they told others about me. Our practice grew. When it works, word gets around.
My clients are great at their professions, but not at finances
My typical clients know their own fields intimately. But, unsurprisingly, they’re not experts when it comes to their Federal and state taxes, nor to their retirement planning situations. I, on the other hand, am neither a doctor, a dentist, nor an attorney. But I have come to know intimately, about Federal and state taxes for those professions. And about the unique aspects of investing and retirement planning for them. I want to be known as their tax consultant.
Here’s how I approach it
My intent is to make it easy for you to optimize your finances by doing these things:
- Helping make it easy for your practice to meet the Federal and State of California deadlines.
- Helping you, personally and professionally, mitigate your Federal and California state taxes.
- Helping to make it simple and easy to do effective financial and retirement planning, without high-pressure attempts to sell you something to meet my needs, rather than yours.
- Helping you get the mundane, but necessary, payroll, bookkeeping, and tax planning chores done with a minimum of time and hassle, like specialized tax consultants can.
- Being responsive and available to you — at times that fit your schedule.
- Staying thoroughly versed on the laws that offer the most tax and financial
advantages to doctors, dentists and other professionals, and by staying up
on the situations they typically find themselves in.
I focus on medical, dental and other professionals
Tax specialists can legally mitigate your Federal and California state taxes. They can also do effective financial and retirement planning with the minimum of hassle to your busy, often complicated life. I believe that I stand out because I am a tax consultant who focuses on you and your profession.
Enrolled to practice before the IRS
One of the reasons that my clients sleep better at night is because of my certification as an agent enrolled to practice before the IRS. (This certification is similar to a CPA.) Our clients tell us that this certification is one of the big reasons they don’t worry about their relationship with the IRS, now, or in the future.
Take the stress out of your Federal and California state tax compliance and ramp up with a tax consultant who understands your financial planning^, retirement planning, and payroll requirements.
Help yourself to complimentary materials
I want to help professionals meet their federal tax return needs while minimizing their risk with the IRS. To this end, I would like to offer you my tax consultant complimentary financial planning^ information and resources. Check them out.