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We have experienced high demand for our extremely valuable Strategic Blueprint. Get it now at this limited-time low price.
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Take 15 mins to watch Dr. Kaufman, our founder, explain the fundamental concepts of concierge finance for physicians.
Our members typically enjoy returns on their membership fees of 5-10 times the tax-deductible cost of hiring us. Most physicians' tax preparers are doing little to no proactive tax strategy for their clients. If you would like to learn about our fees and the tax compliant strategies we employ, get your high value Strategic Blueprint started today.
We understand the 70,000 page tax code
Our team of experts are Certified Tax Coaches which is a special designation that fewer than 1% of tax preparers in the United States hold. We do the heavy lifting behind the scenes while you remain the CEO of your personal finances. We focus on protecting your hard-earned dollar and our services benefit physicians who earn largely 1099 income. Membership spots are in high demand and we screen our clients to make sure we are a good fit and can provide a serious value proposition.
Schedule a free consultation
Join other physicians like you who have worked hard and want to protect their income and grow their financial security. Schedule a short presentation to learn more detail about our services and how we can help you achieve financial freedom as quickly as possible.