Tax Strategies

Tax and Investment Strategies for Clinicians Who Want to Grow Their Wealth

Investment Tax Strategy • Ongoing Tax Monitoring • Tax Filing

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More Money to Invest
Fewer Shifts to Work
More Time with Family

Being a physician isn’t as profitable as you thought it would be.

It used to be that being a physician meant you experienced financial freedom early in your career. That’s not the case anymore. School debt, insurance contracts, negotiated rates, government policies… Growing your wealth is harder that it should be.
You shouldn’t have to work extra shifts, abandon your business goals, or wait to retire in order to achieve financial freedom.
You deserve to make and keep as much money as legally possible.

Tax Planning and Investment Structuring Are Smart Ways to Grow Your Wealth

Tax Reduction
By properly structuring (or restructuring) your investment or business, we can proactively reduce your tax burden so you keep more of your hard-earned money.
Investment Tax Monitoring
Partnering all year long allows you to avoid missed opportunities and costly mistakes. We can help you make adjustments before the end of the year — before it’s too late.
Tax Reporting
The way expenses and earnings are reported will make a difference. You want to take advantage of every legal benefit possible so you keep more of your money.
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Our Client Testimonials

Having a Customized Tax Strategy Means You Can...

Be confident  that you have not paid a dollar more in taxes than you legally owe
Make employment decisions based on career fulfillment not just the paycheck
Become aware of investment opportunities that can significantly reduce your tax burden
Enjoy peace of mind because you have a strategic, trusted tax partner
Know what to do once you’ve depreciated all of your clinic’s assets
Understand your investments’ actual return when considering after-tax dollars
Be the savy investor your colleagues admire
Stop picking up shifts that interfere with family time
Buy the boat, take the trip, enjoy the fruits of your labor

How to keep more of your hard-earned money

Schedule a Consultation
You’ll meet with three or more team members so we can understand your needs and tax footprint. You’ll receive specific, actionable advice during this first meeting.

Receive Your Custom Tax Strategy
We develop and deploy a plan that maximizes your wealth by minimizing your taxes.

Build Your Wealth
Achieve financial freedom through strategic tax planning.

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You may be reducing your net income potential without even knowing it.

At Pine & Co CPAs we know that you want to be a savvy financial decision maker who builds wealth and achieves financial freedom. In order to do that you need to never pay more in taxes than you legally owe.

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The problem is you don't know all of the complicated tax laws. You don’t know how to structure, plan, and report income in the ways that benefit you. This makes you worried that you’re paying too much, or that you’re in danger of not being compliant and could face heavy fines.

We believe that you should be able to confidently take full advantage of the tax laws. You deserve to keep as much of your hard-earned money as possible.

We understand that you have better things to do than be your own tax strategist, which is why we do it for you — at the start of your business, throughout the year, and when it comes time to file. Just last year, we helped investors and businesses protect more than tens of million dollars in taxes.

Here’s how we help you keep more of your hard-earned money:
1. Schedule a Consultation
2. Receive Your Custom Tax Strategy
3. Build Your Wealth

So, schedule a consultation with Mike and his team today.

Stop being anxious about your financial future. Choose Pine & Co CPAs as your tax strategist so you can keep as much money as possible, grow your wealth, and have more time for the people and hobbies you love.

Minimize your taxes. Maximize your wealth.