I am often asked for recommendations for tax preparation (actually doing the forms) and for tax strategizing (planning in advance to lower future tax bills.) It is extremely difficult to vet tax preparers appropriately, and even good ones can make mistakes. The tax situation for many doctors, particularly employees, can be very straightforward and a CPA isn’t even needed to do it well. There are also plenty of CPAs who are mostly reactive, rather than proactive in lower your tax bill. The firms listed on this page, however, specialize in planning and making changes in your business structure and financial life in order to lower future tax bills. Fees are generally per project/return or at an hourly rate.
Keithly & Glenn Tax Consulting specializes in tax planning and strategy. Scott Keithly is married to an ER doctor and David Glenn is a former IRS auditor. Both are CPA’s. In fact, they’ve even taken a look at my taxes and made some excellent suggestions in ways I could lower future tax bills. I would have no qualms recommending their services if you feel you may be paying too much in taxes and want to explore completely legal ways to lower them. The more complicated your situation, the more opportunities there may be. You can contact Scott at firstname.lastname@example.org or by phone at 913-232-8370.