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Tax Planning Packages
A flat annual fee covers year-round tax planning, quarterly meetings, and direct access.
Tax Planning Services
Tax Planning That Doesn't Stop in April
Year round tax planning for independent physicians
Tax Planning Tier 1
Tax Planning Essentials
Year round tax planning for physicians who want the basics done right — no surprises, no gaps.
$6,000
/ year
Billed monthly or quarterly — whichever works for you.
What You Get
- 4 quarterly estimated payment calculations to optimize cash flow as income changes
- Annual tax and income projection to aid in decision making and planning
- Retirement contributions targets set annually - SEP-IRA, IRA, 403(b), 457(b), etc
- Written planning memo to memorialize action items and goals
- Entity structure review as your business evolves
Meeting Frequency
- 2 planning meetings per year - Spring (annual planning) + Fall (year-end execution)
- 2 ad hoc "check-in" calls as needed
- Email availability year round
Topics We’ll Discuss
- Planning topics are tailored to your situation — retirement, entity structure, real estate, student loans, equity compensation, and whatever else comes up
Tax Planning Tier 2
Advanced Planning
For independent physicians with more complex income who need a fully integrated planning relationship
$9,600
/ year
Billed monthly or quarterly — whichever works for you.
What You Get
- Quarterly planning meetings so decisions get made when they matter — not once a year
- A mid-year re-projection in July with your actual numbers — not January assumptions
- A 3-year forward projection so your tax plan aligns with where you're actually going
- Written planning memo to memorialize action items and goals
- Entity structure review as your business evolves
Meeting Frequency
- 4 meetings per year after each quarter
- Ad hoc "check-in" calls as needed
- Email availability year round
Topics We’ll Discuss
- Planning topics are tailored to your situation — retirement, entity structure, real estate, student loans, equity compensation, and whatever else comes up
Note: Tax preparation is available only if you participate in tax planning as well.
