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.
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?
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.
Kelly Hurd, CPA
Kelly is a CPA with more than 8 years of experience in accounting and income tax preparation. She graduated from Salisbury University in Maryland with a Bachelor’s degree in Psychology and continued on at Wilmington University to obtain her Master’s degree in Business Administration. She is a member of the AICPA and the Maryland Association of Certified Public Accountants. In 2019 she was nominated Young Professional of the Year by the Central Delaware Chamber of Commerce.
Kelly has worked with physicians for the past 3 years in her role as a supervisor with a local accounting firm before joining the team at Physician Tax Advisors. Her proximity to large Delmarva health systems such as the University of Maryland, Bayhealth and the Christiana Care Health System created unique accounting opportunities with clients in all avenues of medicine.
Kelly enjoys working closely with clients to create lasting relationships that aid in the best client service experience. She is passionate not only about taxes but people as well.
When she is not working you can regularly find Kelly hanging out with her son, Reid, and their new puppy Clarke. But she also may be on the beach with a good book, traveling to a different country or skydiving on a whim!
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.
Kayse Kress, CFP
Kayse, cofounder of Physician Tax Advisors, is a Certified Financial Planner and partner at Physician Wealth Services. 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.
Ryan is the founder and CEO of Physician Wealth Services, a fee-only financial planning firm that specializes in working with physicians and their families.
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?
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.
All of our packages come with a tax projection & tax strategy meeting so you can take a proactive approach.
- 1040 + state preparation (W2, itemized, stock options except for Incentive Stock Options (“ISOs”)
- 1040 + state preparation (full-time independent contractor, solo practitioner, ISOs)
- One or more rental properties
starting at $3400
- 1040 + state preparation
- 1120/1065 Business tax return