We’re Good with Numbers
45+
$40,000
3x
>1,000
Years of CPA and Tax Strategy Experience
Average Reduction in Taxable Income
Average ROI on Investment in 12 months
# clients supported by our team's experience
SERVICES
Taking Your Tax Strategy to
the Next Level
Entity Formation and Compliance
Our team assists in the seamless formation of entities such as LLCs, PLLCs, and PCs, guiding you through the process and ensuring all requirements are met while maximizing tax savings
Tax Strategy and Filing
The difference between a CPA that files taxes and one that focuses on tax strategy can mean well over $40,000 dollars in tax savings on average. We have the top tax strategy talent that will create a custom plan to ensure you maximize your savings
Monthly Bookkeeping and Payroll Management
We streamline the administrative and time intensive processes so that you can focus on your business through our amazing team saving you countless hours each month and making tax filing a seamless process
ABOUT
Our Experts Are the Finest
Who We Are:
Doc Wealth was Founded in early 2023.
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Doc Wealth is a specialized tax strategy and preparation service founded by Dr. Mark Applegate, designed specifically to meet the unique financial needs of doctors and other medical professionals from those that have just started their careers to those nearing retirement. The platform combines cutting-edge technology with personalized attention from CPA's to deliver comprehensive tax solutions. Recognizing the complexities of the medical profession, DocWealth.io offers a customized tax plan that often helps clients achieve significant tax savings, averaging over $40,000 in deductions.
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A key feature of Doc Wealth is its emphasis on leveraging sophisticated tax strategies, particularly in areas such as real estate, depreciation, and entity structuring. For physicians with investment properties, DocWealth.io utilizes cost segregation studies and bonus depreciation to maximize tax benefits. Additionally, the service provides expert guidance on selecting the most advantageous entity structure, which can further enhance tax efficiency and protect personal assets.
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Doc Wealth's Tech-forward approach ensures that clients have easy access to their CPA and all areas of their taxes is truly transparent. With a focus on education through their customized content they walk through entity structure to how different tax strategies are advantageous. This blend of technology and personalized service enables physicians to manage their tax obligations efficiently, while focusing on their demanding careers. By aligning its services with the specific financial challenges and opportunities faced by medical professionals, DocWealth.io has positioned itself as a trusted partner in helping physicians navigate the complexities of tax planning and wealth management.
Pricing
Concierge Service
$3,799
Add Ons
See Below
W2 / 1099 Tax Filing Including 2 States and Federal
Year End Bookkeeping Review
Quarterly Tax Payment Estimates
Personal Tax Strategy Session
Group Q&A Live Sessions Monthly
Access to Private Community Educational Content
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Additional Filing per State $199
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Additional K1 $300
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Spouse W2 Add On $349
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Additional LLC / Property $500
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Monthly Bookkeeping $300-$850
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Payroll Management $125
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Spouse 1099 Add On $1,399
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TESTIMONIALS
