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Choose the Concierge Package That Fits You Best
Find the Right Package for You
Concierge 1099
( Best For : Physicians with 1099 and/or K1 Income )
Annual Tax Filing
Individual Tax Return Preparation (1 Included)
ONE-TIME SETUP FEE (Payroll & Bookkeeping)
A la carte
$199 / Additional State
Business Tax Return Preparation
2 States Included
Passive K1's
Issuing K1's for Multi-Member LLC
Additional Entity or Property
$500
$500
$150 / K1
$300
Customized Tax Plan + Implementation (Investments, Retirement Plan, Real Estate etc.)
Unlimited Questions Year Round via Tech Platform
PROACTIVE TAX PLANNING
Quarterly Estimated Tax Calculations
Introductions to Partners to facilitate and streamline tax execution / investments
Retirement Contribution Calculations for Employer/Owner Only Plans
Tax Planning / Strategy Calls
Access to customized Education Content (60+ Topics)
4
Live Webinars with Guest speakers on variety of Tax Topics
IRS & State Audit Representation
QuickBooks Online Monthly Subscription
Creation and Set up of QuickBooks Online
Bookkeeping
Starting at $300 / Month (Not Included in $3,799)
Clean-up of QuickBooks Online (QBO)
Monthly Reconciliations in QBO up to 100 transactions (additonal $100 per 50 transactions)
$300 One Time (Not Included in $3,799)
Quote
Included with Bookkeeping Monthly Subscription
Monthly Financial Statements
Included with Bookkeeping Monthly Subscription
Set up of Gusto Payroll including states
Managing Payroll / Distributions
Payroll
Payroll Compliance and Adjustments
Gusto Payroll Monthly Subscription is via client
Included*
$500
Client to Cover Monthly Gusto Subscription and payroll tax registration fees not included
LLC / PLLC / PC Creation
S Corp Election
Entity Creation / Set Up
Reasonable Comp Report
$300 + State Fees
$200
$400
Package Features
Monthly Investment
$3,799 per Year
(Available monthly)
Concierge 1099
( Best For : Physicians with 1099 and/or K1 Income )
Package Features
Concierge Plus
( Best For : Practice Owners, Multiple Real Estate Property Owners, Physicians That Want Full Service )
Concierge W-2
( Best For : Physicians with only W-2 Income )
INVESTMENT
$950 / Month
$3,799 per Year (Available Monthly)
$2,799 per Year
Annual Tax Filing
Individual Tax Return Preparation (1 Included)
ONE-TIME SETUP FEE (Payroll & Bookkeeping)
A la carte
A la carte
$25 / Month Additional State
$199 / Additional State
Business Tax Return Preparation
$199 / Additional State
2 States Included
Passive K1's
Issuing K1's for Multi-Member LLC
Additional Entity or Property
Two entities/properties included. $50 / Month For each additional entity/property after.
$500
$500
$300
5 Included, $150 / Additional K1
$500
$150 / K1
$150 / K1
Customized Tax Plan + Implementation (Investments, Retirement Plan, Real Estate etc.)
Unlimited Questions Year Round via Tech Platform
PROACTIVE TAX PLANNING
Quarterly Estimated Tax Calculations
Introductions to Partners to facilitate and streamline tax execution / investments
Retirement Contribution Calculations for Employer/Owner Only Plans
Tax Planning / Strategy Calls
Access to customized Education Content (60+ Topics)
4
12
2
Live Webinars with Guest speakers on variety of Tax Topics
IRS & State Audit Representation
QuickBooks Online Monthly Subscription
Creation and Set up of QuickBooks Online
Bookkeeping
Included
Starting at $300 / Month (Not Included in $3,799)
Clean-up of QuickBooks Online (QBO)
Monthly Reconciliations in QBO up to 100 transactions (additonal $100 per 50 transactions)
Quote
Monthly Financial Statements
$300 One Time (Not Included in $3,799)
Quote
Included with Bookkeeping Monthly Subscription
Included with Bookkeeping Monthly Subscription
Set up of Gusto Payroll including states
Managing Payroll / Distributions
Payroll
Payroll Compliance and Adjustments
Gusto Payroll Monthly Subscription is via client
Included*
$500
Client to Cover Monthly Gusto Subscription and payroll tax registration fees not included
$125 / Month (Not Included)
$500
Client to Cover Monthly Gusto Subscription and payroll tax registration fees not included
Included
Reasonable Comp Report
$200
LLC / PLLC / PC Creation
S Corp Election
Entity Creation / Set Up
$300 + State Fees
Included
$300 + State Fees
$200
$300 + State Fees
ADD ONS
Spouse W2 Add On
$349
Up To 5 Additional Passive K1's
$300
Monthly Bookkeeping
$300 And Up
Payroll Managemant
$125/month
Spouse 1099/K1 Add On
$1,399
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.
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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