Why hasn't my accountant brought any of this up?+
Usually it's not because your accountant is bad at the job. Filing is the work they were hired for, and a return only looks at a year that's already closed. Planning is separate work: someone has to look at the practice before December 31st and ask what should change. That's the part we take on.
Is it too late to lower this year's taxes?+
No. The fourth quarter is when planning works best, because most of the year is on the books and there's still room to act. Your owner pay for the remaining months, most retirement plan decisions and the timing of a purchase you'd already planned have to happen before December 31st to count for 2026. The savings show up when your 2026 return is filed.
Do I have to spend money to save on taxes?+
No. Buying something just for the write-off means spending a dollar to save maybe 40 cents. Most of the savings we find come from things you already pay for, set up the right way: your books, how you pay yourself and your retirement contributions. If the practice genuinely needs equipment, we'll time it so the write-off falls in the year it's worth the most.
My books are a mess. Can you still help?+
Yes. Our bookkeepers go through your books line by line and recode anything that was booked wrong, so every real practice expense is deducted. One physician's bookkeeper had booked an equipment lease of over $20,000 a month as an owner's draw, and fixing that saved her tens of thousands of dollars in taxes.
Who will I actually be working with?+
A team of 13, including CPAs, a tax manager and a bookkeeping department led by a CPA. David prepares every proposal himself, built around the practice in front of him. You send documents through a secure, encrypted portal, and the team handles the rest.
Do I need to be near your office?+
No. We work fully remote and serve practices in all 50 states. Everything runs through secure online platforms, so it doesn't matter where your practice is.
How much does it cost?+
We use fixed pricing, so you'll know the price before we start and you won't get a bill you weren't expecting. David quotes the fee up front on the strategy call, based on your practice.
What happens on the strategy call?+
David asks for rough answers to a few questions: what the practice collected last year, what it's tracking toward in 2026, how it's taxed and how money gets from the practice to you. Then he shows you where the overpayment most likely sits and which fixes still have time to work before year end. If we look like a fit, he writes a proposal with a fixed price, and if not, he'll tell you straight out.