Physician-focused tax & accounting referrals

    Fast, high-touch tax planning matters when income is high and time is scarce. We match physicians and healthcare professionals to accountants based on complexity, responsiveness, and planning depth.

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    Who this is for

    • Physicians with high W-2 income and complex taxes
    • Business owners (1099/K-1) who need proactive planning
    • People considering strategic giving structures
    • Anyone tired of "data entry CPAs" without planning

    What you should expect

    • Planning, not just filing
    • Clear communication and defined turnaround expectations
    • Comfort with multi-entity setups and K-1s
    • Coordination with strategic giving and estate professionals

    Service tiers

    Tier 1: White-glove planning

    Complex situations: multiple entities, real estate, strategic giving, multi-state

    Tier 2: High-touch planning

    Balanced: proactive tax planning with reasonable turnaround

    Tier 3: Basic + review

    Simple situations: filing with planning review, cost-controlled

    Response times vary by firm and season; we emphasize responsiveness but do not guarantee timelines.

    How it works

    Submit intake

    Goals + complexity

    We match you by fit

    1-2 options based on your situation

    Intro

    Email introduction

    You decide

    No obligation

    What to ask your CPA

    • How do you plan proactively during the year?
    • What is your approach to entity strategy for high earners?
    • How do you handle K-1s and multi-state filings?
    • What is your workflow for strategic giving and charitable planning?
    • How do you communicate—email, portal, cadence?

    Disclosure: We may receive compensation for some introductions. We disclose this when applicable.

    FAQ

    No. We provide introductions; your CPA provides tax advice.

    Only what you submit; you control.

    Yes, via qualified professionals.

    No. You decide whether to engage any professional we introduce.

    Request a referral

    Request a referral

    Informational only. Not financial/tax/legal advice. Do not submit PHI or account numbers.

    Written and reviewed by Pouyan Golshani, MD, Interventional Radiologist — Last updated August 11, 2025