Looking for a CPA for physicians?

Switching mid-year is straightforward and the most common time clients move to Doc Wealth. We coordinate the transition, request your prior year returns and source documents from your current firm, and pick up planning from where you are. There is no penalty for switching, and the sooner you move, the more of the current tax year we can affect.

All 50 states. We routinely handle multi-state filing for locum tenens, telemedicine, and real estate clients, including states with complex sourcing rules like California and New York.

Yes. Both are included in our standard engagement. Most physicians find more value in the planning side, which is where most of the dollar impact comes from, but you do not need to use a separate firm for either piece. See physician tax preparation and physician bookkeeping for the full service set.

After your discovery call, we send a short engagement letter and a secure portal request for your last two filed returns and basic income documentation. Within three to four weeks, your dedicated team has reviewed your full tax picture and scheduled your initial planning session. From that point on, you are in regular cadence with the team.

Yes. We guide you through the process, coordinating entity formation and EIN applications with our partners and aligning the setup with your S-Corp election, payroll, and reasonable compensation. Your team keeps these steps connected to your quarterly projections and annual returns.

The two biggest differences are specialization and engagement model. Specialization: every Doc Wealth client is a physician, so the team works on physician issues every day. Engagement model: we work all year, not once at filing time. For more answers, see our full frequently asked questions.

Many CPAs bill by the hour, and physician returns tend to run long because of multiple states, entities and retirement accounts, so the final bill is hard to predict. Doc Wealth charges a flat annual fee instead, starting at $3,799 a year, so the cost is known up front and questions during the year are already covered.

"Medical CPA" isn't an official designation. It's the phrase many physicians search when they want a tax professional who works mainly with physicians and medical practices: someone fluent in 1099 and locum tenens income, multi-state filing, S-Corp and Pass Through Entity Tax elections, physician retirement plans, and physician compensation. We're a tax planning and preparation firm. Our tax team includes Tax Attorneys, CPAs, and Enrolled Agents and works exclusively with physicians.

A physician's return has more moving parts than most: hospital W-2 income next to 1099 income, multiple states, entity elections and retirement plans that only exist for the self-employed. An accountant who works only with physicians sees those patterns every week instead of once a year. Doc Wealth's tax team does nothing else.

It depends on how you are paid. For 1099 physicians, the S-Corp election and a Solo 401(k) usually come first. For practice owners, entity structure, reasonable compensation and the Pass Through Entity Tax election (in states that offer one). For W-2 physicians, retirement plan stacking, HSA contributions if you are on a high deductible health plan, and charitable timing. Each has a condition that makes it apply, which is what physician tax planning sorts out.

Not always. A single-state W-2 physician with no side income can do well with a good generalist. Once you add 1099 income, a second state, a practice or investment real estate, the number of ways to get it wrong goes up, and a physician-only tax team has already seen your situation.

Tax preparation reports what already happened. Tax planning changes what happens: which entity you use, which retirement plan you fund, which state elections you make, and when. Preparation without planning means paying whatever the year produced. Doc Wealth does both, planning first.