Boutique Tax Planning
for Physıcians

Often the first person you’ll speak with, Michael takes the time to understand your financial and tax situation and determine whether you may be a good fit for a Tax Diagnostic. His role is to qualify each prospective client before connecting them with the strategy team — making sure it’s worth your time and ours. No pressure, no jargon.

Your first point of contact after a new engagement. Jeremy walks you through the tax planning process, guides you through a pre-diagnostic, shows you relevant case studies, and if everything is aligned, prepares you for onboarding with a smooth transition to the advisory team.

Drives the firm’s outreach and appointment setting — the first friendly nudge that turns interest into a booked consultation — and supports the marketing and content that keeps the practice visible to the physicians and high earners it serves.

The firm’s senior strategy lead — carrying a plan from first assessment through implementation and ongoing review, modeling each strategy to your own numbers. Specialist in U.S.–India dual-status taxation and in defined-benefit and cash-balance retirement-plan design.

Leads the firm’s work with business owners whose tax picture spans multiple entities and income streams. Runs the quality review on every plan before it reaches clients, and works directly with high-net-worth clients on entity structuring.

Owns the firm’s multi-state diagnostic engine — the review pass that keeps returns accurate across every state our clients live, work, and own property in. The meticulous quality layer between preparation and final CPA sign-off.

Anchors the firm’s business-entity practice — preparing and coordinating partnership and corporate returns alongside payroll-tax compliance, and representing the firm at physician-community events such as the AAPI convention.

Prepares individual and business returns and handles new-entity formation — getting S-corps, partnerships, and LLCs registered correctly from day one so the structure behind a strategy actually holds up.

Prepares high-income individual returns and the trust and estate filings that sit alongside them — the detailed work of turning a year of physician income into a return that reflects the plan.

Tracks entity compliance and state filing obligations year-round — annual reports, registrations, and the recurring deadlines that quietly create penalties when nobody is watching them.

A senior member of the tax team who reviews returns and runs the training and review sessions that keep preparation consistent — the internal standard a return is measured against before it moves toward sign-off.

Prepares returns and handles the details around them — organizers, extensions, and the IRS notices that need a careful, on-time response — moving each file through the firm’s workflow so nothing slips.

Takes client work from planning through a prepared return, so the strategy modeled on paper actually shows up in the filing — the connective tissue between the plan and the paperwork.

Turns raw QuickBooks files into clean year-end financials — trial balance, profit-and-loss, and balance sheet — so a business return starts from numbers that actually reconcile.

Prepares returns and keeps the engagement side clean — invoices, approvals, and the annual paperwork — so the work and what it costs stay clear from day one.

Keeps practice books clean and current month to month — reconciliations, categorization, and payroll records — so every strategy is modeled on real numbers instead of a year-end scramble.

Runs the firm’s payments and reconciliation desk — deposits, invoices, and monthly transaction reconciliation across a large book of client entities — the high-volume accuracy that keeps every set of books current.

Owns monthly accounting for a book of business clients — completing the close, chasing the one missing statement, and keeping records current so the year-end is never a scramble.

Keeps client books current month to month and handles beneficial-ownership (BOI) reporting — the FinCEN filing many owners don’t realize they owe until a penalty shows up.

Keeps the accounting workflow visible — client lists, the master return tracker, financial statements, and billing status — so work keeps moving and nothing stalls unseen.

Closes the month for client businesses — bank statements, drafts, and month-end financials — the recurring discipline that keeps the numbers ready to plan on.

Handles payments and reconciliations for businesses with heavy transaction volume — including Meta and TikTok ad spend — tying out every deposit and receipt to the right account.

Runs monthly bookkeeping with an eye on the harder entries — loans, leases, adjusting journal entries, and credit-card reconciliation — so the ledger reflects what actually happened.

Keeps the books for medical and aesthetic practices — reconciliations, ad spend, and monthly transactions — accounting that understands how a practice actually earns and spends.

Runs payroll operations for client businesses — processing, paystubs, and the payroll forms and reports that have to be right every cycle — the reliability employees only notice when it breaks.

Handles payroll filings and the notices that follow — state unemployment (IDES), 1099s, and agency confirmations — keeping payroll compliant across states so a letter never becomes a penalty.

Leads assurance and financial-statement work for practices and closely held businesses — the reviewed numbers lenders, partners, and buyers rely on, prepared to hold up under outside scrutiny.

Works assurance engagements end to end — confirmations, audit requests, financial statements, and management letters — the fieldwork behind reviewed numbers that outside parties can rely on.

Runs the confirmation and fieldwork side of assurance — bank and balance confirmations and financial-statement audits for organizations and nonprofits — the independent checking that makes a statement credible.

Builds the assurance workpapers — bank reconciliations, adjusting entries, and inventory and balance testing — the documented trail that stands behind every audited number.

Keeps the client experience running smoothly — scheduling, engagement paperwork, secure document handling, and time-sensitive IRS correspondence and POA processing, routinely turned around the same day.

The steady line of contact between meetings — routing incoming mail the same day, chasing the one missing document that would stall a return, and handling state registrations and entity filings across multiple states.

Guides new clients through onboarding and supports the planning team — gathering prior returns and documents, and making sure nothing is missing before your first strategy session begins.

Coordinates onboarding and the planning assessment — meeting recaps, intake, and the prep that turns a first conversation into a working plan — so momentum never stalls after you say yes.

Keeps onboarding and document flow organized — recaps, forms, IRS notices, and the master checklist — so nothing you send gets lost and every planning meeting has what it needs.

Runs client intake and meeting coordination — minutes, planning-assessment recaps, and compliance sign-offs — the steady hand that keeps a new engagement organized from the first call.

Runs the firm’s technology and security — Microsoft 365 and Teams, device compliance, multi-factor access, and the phishing-and-impersonation defenses that keep client data locked down.

40+ years turning the tax code into real dollars. He runs strategy sessions himself and personally signs off on every complex plan.

Runs the firm’s operations and e-file — the final, critical step of every engagement — making sure completed returns are transmitted accurately and on schedule, and every acknowledgment comes back clean.

Directs the firm’s international team — the SOPs, season planning, and day-to-day coordination that keep the U.S. and India offices working as one practice, so the standard on your file is the same no matter who touches it.