Founder / CPA, MS, PFS, CGMA, JD, LLM in Taxation
David’s futuristic vision of the industry pairs with a life of constant learning and improvement. He uses his mix of expertise areas to help clients find financial independence sooner.
Recently, he released the new book, The Richest Doctor: A Modern Parable of Financial Independence.
Client Service Director
Lyndsay has more than 10 years of experience in the industry. She holds the bridge together between our clients and the staff here at Physician Tax Solutions. As someone with an entrepreneurial spirit, Lyndsay is a great leader to help our clients understand our process.
Davis has significant experience in tax and estate planning, as well as compliance. He has served clients in various industries, including small business owners and medical professionals. He has a passion for helping grow each client’s financial well-being.
"Mal” is one of the liaisons between our clients and the tax team. She provides the information our tax team needs to complete tax returns. She is efficient in delivering our services to clients and has a passion for customer support.
With nearly 20 years of marketing and content experience, he directly oversees all marketing, advertising, and content programs. Having a ton of experience across a variety of industries, his skill is always on display through cohesive marketing displays.
Client Success Manager
Angie is usually the first face you'll see when working with Physician Tax Solutions. She strives to make our client experience spectacular by guiding clients through the onboarding phase and being a consistent point of contact.
Client Services Manager
Rosio is our resident traveler, having visited 34 countries and counting. She’s no stranger to helping clients be successful, and loves the proactive work she does to keep our clients pursuing financial freedom.
Jamie's career has provided experiences helping a wide variety of clients with diverse financial needs. She's responsible for general accounting preparation and implementing account systems for clients.
Kook Chu, CPA
Senior Tax Manager
With 14 years of experience, Kook enjoys the analytic work of tax savings and planning. Some of his biggest joys in his career are from helping clients grow their businesses. Kook has a twin brother that also happens to be a CPA.
Eva is one of our in-house tax compliance and accounting experts. She has extensive knowledge of taxation policies, tax compliance, and how tax affects real estate. From the simplest to most complex tax returns, she's there to support individuals and small businesses.
Senior Tax Accountant
A New York native, Christopher helps Provident clients with a proactive attention to detail and a focus on accuracy. Some of the best moments of his career have been helping clients that feel cornered by what taxes they might owe, and engaging in tax planning to make their tax burdens much lighter.
Jackson is one of Provident’s newest tax accountants and is known for his entrepreneurial spirit. Knowing that our clients often share that same spirit motivates Jackson to provide timely and accurate service for our clients’ peace of mind.
Krystal received her marketing degree from the University of Central Oklahoma. She helps create social media content, client engagement pieces and much more. She's also a manager of our growing online communities.