“With the knowledge gained from our tax strategy sessions, I was able to acquire a luxury short-term rental, self-manage it, cost segregate it, and reduce my tax liability by over $124,000.”
You shouldn’t have to chase your accountant—or your tax savings. We work year-round on your medical practice taxes to help you keep more of what you earn.
When it comes to medical practice taxes, relying on generic tax prep often means you’re paying more than you should. We’re so confident we can fix that, we guarantee a 200% return on your tax plan investment—or we’ll refund the difference.
If you’re surprised at tax time, it means no one’s planning ahead for your medical practice taxes. We map out your tax liability in advance, so you know what’s coming and can manage cash flow accordingly—no surprises, no scrambling.
Most tax plans are surface-level and reactive. Ours goes deep. We analyse your entire financial picture — entity structure, income, expenses, and long-term goals — to build a custom, year-round strategy that actually reduces what you owe. If it doesn’t pay for itself at least twice over, we’ll refund the difference.
Approximately 2–3 weeks after the Tax Plan Delivery session, you’ll join a 45-minute Check-In Call to review progress, address new questions, and finalise your strategy. This step ensures every part of your plan is fully understood, accurately documented, and ready to implement before you move into the Tax Support Program.
Every Tax Plan is customized based on your current situation, future goals, and areas where you’re likely overpaying
Once your Tax Plan is approved, we transition you into our Tax Support Program. We put your tax strategies into action while providing ongoing, year-round guidance. Our team monitors your plan’s performance, makes timely adjustments, and coordinates all necessary filings.
This is where strategy becomes execution—and where savings are maximized.
*Included in Elite program
We map out what you’ll owe on your medical practice taxes ahead of time, so nothing sneaks up on you. No more unexpected tax bills or late-night texts to your accountant.
Filing is the bare minimum. We plan ahead — reviewing entity structure, timing depreciation, and optimizing retirement contributions — so you avoid costly surprises and capture real savings year-round.
We don’t wait for you to send us a spreadsheet or ask about a deduction—we’re already in it. You get answers, strategy, and support without having to follow up first.
We’re so confident in our tax strategies that we guarantee at least a 2X return on what you spend with us—or we’ll refund the difference. After years of working with medical practices, we know what works and what doesn’t. This isn’t guesswork—it’s a proven approach to saving you real, measurable money.
“With the knowledge gained from our tax strategy sessions, I was able to acquire a luxury short-term rental, self-manage it, cost segregate it, and reduce my tax liability by over $124,000.”
Best Tax accountant I’ve used! Jeff works with you and truly wants to see you get the best return possible. Recommending to all of my friends. Great rates too!
MedTax saved us a ton of time and money when they prepared our business return. Jeff was organized and explained concepts in easy to understand language. Highly recommend!
Mizzen is my saving grace every tax season, I’d be lost without them! 10/10 would recommend.
Jeffery and team did a great job on our taxes, very easy to work with, and responds quickly when you have questions. Overall experience is excellent and I would highly recommend.
Friendly, responsive and quick. He makes stressing about your taxes a thing of the past.
We’ll take a quick look at your numbers and show you exactly what’s being left on the table — and what it would take to recover it. Book a call, and we’ll walk through your current tax setup, identify the gaps, and show you what a 2X return on your tax plan investment looks like for your practice.
