“Dr. John” is an orthopedic surgeon employed by a hospital (W-2 earner), who came to us seeking advice on opening his own practice. He wasn’t sure about his optimal entity structure (single-member LLC, S-Corp, C-Corp), and how to maximize all the tax breaks available to him as a future business owner. He also wanted to work with a CPA firm that would accommodate his very busy schedule.
We were able to offer a series of tax reduction strategies that not only took typical deductions under consideration but also advanced strategies. He received a report detailing 9 strategies that applied to his individual case. Dr. John can potentially save approximately $116,000 – this year and every year going forward.
He was able to work with us without disrupting his work schedule, in his limited free time, over the phone, email, text, and videocall.