Physicians and healthcare professionals spend years pursuing education and training, followed by a demanding work schedule once employed dedicating themselves to the health and well-being of their patients. Few, if any, have the time, interest or expertise to efficiently manage their financial affairs and stay current with ever-changing tax laws to protect themselves from over-paying taxes.
How does a subset of physicians and healthcare professionals minimize tax liabilities to the lowest levels possible, take advantage of opportunities to save over $300,000 be100% confident they are on track to achieve financial independence, and a point when work will be optional?
The answer is simple. They work closely with a CPA & Tax Strategist specializing in advising physicians and healthcare professionals in areas including tax planning and comprehensive financial planning. CPAs & tax strategists for physicians and healthcare professionals can and often produces attractive ROI.
Physicians and healthcare professionals that don’t have a solid tax strategy in place can easily find close to 50% of their income going to taxes each year. And, if they own a home, vehicles and potentially a growing private practice revolving debt can easily take a third of the remaining income – severely limiting disposable income to cover student loans (if they have them), daily living expenses, travel and activities they enjoy.
The result? Stress, frustration and unease. This is not the financial position they envisioned all of those years in medical school.
There is a better way.
It’s specialized tax planning + CPA-level comprehensive tax planning + tax return preparation for physicians and healthcare professionals provided by a qualified CPA who knows physicians and healthcare providers dedicated to their patients deserve a tax savvy CPA dedicated to them, and their family’s financial health and financial future.
Our strategic tax planning process (for tax years 2025) and beyond
is designed to generate return on investment (ROI) on your time and money.
We are all about adding value. If we can't generate at least 2x return - i.e. if you current financial structure is inflexible - or their is not enough time left in the current year - your tax plan is a complimentary addition to the preparation of your 2024 tax return. _____________________________________________________
Cobalt PacWest Advisors La Jolla
8910 University Center Lane
La Jolla, CA 92122
858.754.8277
www.lajollataxcpa.com
www.lajollaphysiciancpas-taxadvisors.com
Cobalt PacWest Advisors Irvine
3333 Michelson Drive
Irvine, CA 92612
949.287.8337
www.irvineCPAtax.com
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