High stress, long hours- there's no time to worry about taxes when you have patients to care for.
We Believe
Your Tax Firm Should Accelerate Financial Growth
But you worry you're not effectively planning for your future.
Most physicians think their only option is to hire a CPA to file their taxes and hope for the best.
But there's a better way.
High stress, long hours- there's no time to worry about taxes when you have patients to care for.
But you worry you're not effectively planning for your future.
Most physicians think their only option is to hire a CPA to file their taxes and hope for the best.
But there's a better way.
Our approach prioritizes tax planning over tax filing to support clients in achieving sustained financial growth. Our team of physician-focused tax experts will create a customized plan aligned to your goals and work with you year-round to implement it successfully. When you partner with us, you'll have access to a dedicated team of experts, a great price, and ongoing support to achieve financial independence.
Your Trusted Advisors For
Comprehensive Tax Solutions
Doc Wealth is a physician-founded, tax planning and preparation service designed specifically to meet the unique needs of doctors and other medical professionals The platform combines cutting-edge technology with personalized attention and ongoing support from Tax Attorneys, CPAs, and Enrolled Agents to deliver comprehensive tax solutions. Using our physician-specifc tax planning approach, we'll create a tailored plan and guide you every step of the way so you save time while building long-term wealth.
What Our Clients Are Saying
I signed with them months ago after extensive research and couldn’t be happier. I interviewed four groups and found them affordable, knowledgeable, and approachable. They focus on physicians, especially K1/1099 earners, and offer a great platform with live and recorded classes. Their CPAs are both personable and skilled—rare in my experience. They helped me set up payroll with GUSTO, provided excellent bookkeeping templates, and maximized my deductions. They're responsive, helpful, and a huge upgrade from my last CPA. No incentives for this review—just sharing my positive experience!
Dr. Ansari
I interviewed four groups and found Doc Wealth to be what I was looking for (affordable, knowledgeable, approachable, friendly, etc), and at this point, I 100% recommend them. They are solely focused on physicians, and I think many of us are K1 and or 1099. They have a great platform in Circle, and I love the live and recorded classes they do. CPAs are top notch (read, personable, and knowledgeable, unusual combo IMO). They helped me set up with Gusto (payroll), and have great education/templates on figuring out all my bookkeeping and helping me max out my deductions. They are responsive to questions and very helpful to me in all regards. I'm generally not a fan of CPAs, and had such a hard experience with my last one, but so far it's gone very well for me.
Dr. Ledvina
Doc Wealth has taken a unique approach to disrupting an industry that has long been known for poor communication and lack of proactive planning. The hands on approach, quick response times, diverse team including tax attorney, CPA's, engineers is a testament to their focus on providing the best customer experience end to end in tax services. Their tech platform streamlines the entire process from communication to educational content to tax filing. They are the Uber in the ride hailing space disrupting yellow cabs.
Dr. Patel
If I knew about Doc Wealth I would’ve made more money and kept more money in my pocket. My experience with group has been amazing and I have set up a better finance and tax strategy now that I’ve started hustling as an attending. Dr. Applegate has helped me to negotiate better rates and strategies which have doubled my monthly income. The CPA Team has been very hands on in setting up my LLC, Payroll, and Tax strategies that I can use not only this year but will help how I plan my future.
Dr. AJ
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You Deserve
A Tax Expert Who Understands Physicians
Step 1: Book a Call
Let's discuss your unique business challenges and design a plan that fits your long-term goals.
Step 2: Get Strategic Solutions
We’ll implement your customized tax plan to grow your income with anytime access to us with questions.
Step 3: Generate Long-Term Wealth
Get peace of mind knowing you can keep more of your hard-earned income and accelerate financial independence.
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