Do you take a proactive approach with your taxes or give everything to your CPA at tax time and hope for the best?

Taxes are different for doctors and their families. We get it. We work with physicians to help lower your tax bill.

We are closed to clients for this tax year.

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Why should you work with us?

  • Physician family owned, for physicians and their families only.

  • Our partners have advised on over $50M of student loan debt, so we've run the numbers, and can tell you, for your situation, whether you should file married filing jointly or separately for your student loans

  • Team of CPAs with a combined total of over 60 years of experience helping physicians

Ready to stop overpaying Uncle Sam?

We are closed to clients for this tax year.

About Us

John McCarthy

John McCarthy, CPA

John is the cofounder of Physician Tax Advisors and the founder of McCarthy Tax Preparation. He's a CPA with a background in public accounting and income tax.

A self described “money nerd” John enjoys listening to personal finance podcasts and reading tax code and IRS instructions. When he’s not thinking about CPA stuff, he likes to spend time hiking with his family at the Cincinnati Nature Center and volunteering at the local CSA (Community Supported Agriculture), Earth Shares CSA.

Kimberly Garrett

Kim Garrett, CPA

Kim is a CPA with more than 20 years of experience in public accounting. She graduated from the University of Wyoming, took time off for family, then later obtained her CPA license from the State of Wyoming in 2000. She is active in the Wyoming Society of CPA’s and a member of the AICPA.

Kim has found the most rewarding part of her career to be getting to know her clients and helping them to plan for the ever-changing tax environment. She specializes in small business and affiliated individual returns. Her years of tax experience have allowed her to gain experience in many different fields including medical and professional services, small business retirement plans, high income individual returns and miscellaneous other areas.

Kim lives with her husband of 29 years on the family ranch in Central Wyoming. She enjoys photography, running, hiking, horseback riding, spending time with her family or reading a really good book.

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Wendy Coggins, EA

Wendy is an EA with more than 25 years of experience in Tax and Accounting. She graduated from California State University-Chico and did her accounting training at the University of California Santa Barbara. She worked in Public Accounting for 15 years and in the private sector as Controller and CFO for 12years.

Enjoying her many years in tax and accounting, Wendy looks forward to helping clients plan ahead in a constantly changing tax environment. She is also advanced Quickbooks certified, well versed in small business, virtual currencies, stock options, and working with physician families.

She is a member of Toastmasters International and volunteers for the Special Olympics. When she’s not working you will find Wendy at the beach or working in the garden at her home in North Carolina. Wendy also enjoys traveling and spending time with family and friends.

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Kayse Kress, CFP

Kayse is the cofounder of Physician Tax Advisors. She has over 15 years of experience providing fee-only financial planning to physician families.

She knows the unique challenges MDs and DOs have when it comes to managing their money, especially when it comes to their taxes.

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Ryan Inman

Ryan is the co-founder of Physician Tax Advisors and has a Masters in Accounting and Financial Management.

He's also married to a doctor, and knows the pains, struggles, and joys that come with a career in medicine.

Are you tired of explaining what a backdoor Roth is to your CPA?

We are closed to clients for this tax year.

Services

The truth is, just about anyone can help you file your tax returns. But what separates us from just about anyone else you'd hire is that we know the unique financial situation of physicians and their families and we take a proactive approach.

Tax Planning

We take a look at everything you have and figure out the best way to minimize your tax bill. Unlike your CPA, we know about backdoor Roth conversions, whether you should file jointly or separately, and the things you can do next year to minimize the amount of taxes you pay.

Tax Preparation

Income taxes are complicated. We study the tax code and keep up with new developments so that you don’t have to. We offer year-round support for our clients and are happy to answer your tax questions throughout the year.

We specialize in physicians

We're physician family owned, which means we know the unique challenges you face, and we have both a personal and a professional interest in helping you decrease your tax bill so you can keep more of the money you make.

Keep more of the money you make

Since we know the tax code so well, we're able to advise you on your best options for keeping more of your money for yourself and your family (instead of giving Uncle Sam more than his fair share).

Pricing

All of our packages come with a tax projection & tax strategy meeting so you can take a proactive approach.

Basic

$1050

  • 1040 + state preparation (W2, itemized, stock options except for Incentive Stock Options (“ISOs”)
Medium

$1800

  • 1040 + state preparation (full-time independent contractor, solo practitioner, ISOs)
  • One or more rental properties
Business

starting at $3400

  • 1040 + state preparation
  • 1120/1065 Business tax return

We are closed to clients for this tax year.

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