About US
At Physician Tax Solutions, a tax planning education division of Provident CPAs PLC, we stand out by providing a unique, proactive approach to tax strategy specifically tailored for physicians, 1099 income earners, and business owners. Our Strategic Wealth System™ (SWS) is designed to address every aspect of your financial well-being with customized solutions that go beyond traditional tax services.
Our approach focuses on tax-efficient methods to accumulate wealth through specialized entity structures and tax-advantaged strategies. This bespoke architecture not only helps uncover significant tax savings but also supports long-term financial growth year after year. We offer a detailed Strategic Tax Blueprint along with a structured monthly engagement designed to support ongoing implementation and education.
Unlike traditional CPA firms, which typically emphasize compliance and annual filings, our focus is on continuous, year-round tax strategy and education. Compliance services are provided through Provident CPAs PLC, while Physician Tax Solutions delivers the proactive planning insights and guidance that help clients take full advantage of available opportunities.
Founded by David Auer, author of The Richest Doctor: A Modern Parable of Financial Independence, our organization is committed to guiding physicians and high-income professionals toward financial independence. Based in Tulsa, Oklahoma, we serve clients across nearly all 50 states. Our model provides a coordinated, tax-efficient experience designed to support long-term financial success and legacy planning.
Our Approach to Your Success
At Physician Tax Solutions, we provide proactive tax planning education tailored specifically for physicians and high-income professionals. Through our Strategic Wealth System™ (SWS), we deliver guidance across tax strategy, financial coaching, and coordination with compliance professionals to ensure a cohesive and effective plan.
While traditional CPA firms focus primarily on filings, our approach emphasizes ongoing strategy, education, and implementation throughout the year. Our Strategic Tax Blueprint is customized to your unique financial situation, helping you uncover meaningful tax savings and build long-term financial efficiency.
Our Best-Fit Clients
We describe our ideal client as a Professional Physician, Healthcare Visionary, or Doctorpreneur who values proactive tax strategy and long-term financial planning. Our best-fit clients align with our core values: WOW! Service (proactive and efficient), Continual Learning (growth-minded and innovative), and an Entrepreneurial Spirit (disciplined and future-focused).
They are motivated to achieve financial independence, reduce unnecessary tax burden, and build a lasting legacy while valuing expert guidance and a coordinated approach.
Our Services & Solutions
Physician Tax Solutions clients engage with us for proactive tax planning with a personalized approach. While most of what we do fits into three categories, we help our clients in a variety of ways outlined on this page. If you have any other questions about what we can do to help your tax burden, please contact us here.
A Deeper Look at What We Do...
Tax compliance services—including preparation and filing—are provided through Provident CPAs PLC. These services include:
Here's a list of our services in that department:
- Federal income tax filing for entities (S-Corp, C-Corp, etc.)
- State income tax filing for entities (S-Corp, C-Corp, etc.)
- Federal income tax filing for individuals
- State income tax filing for individuals
Tax planning is the core of what we do and where we deliver the most value. Through Physician Tax Solutions, we provide education, strategy, and guidance that supports implementation in coordination with your CPA. Services include:
- Business entity structuring strategies based on your customized Strategic Blueprint
- Ongoing strategy adjustments and refinement
- Year-end planning and projections
- Reasonable Compensation guidance for S-Corporations
- Coordination on tax accounting adjustments
- Estimated tax planning support
- IRS and taxing authority guidance (in coordination with your CPA)
- Ongoing tax and financial education throughout the year
Through your customized Strategic Tax Blueprint, we design strategies aligned with your income, business structure, and long-term goals helping reduce tax liability and improve overall financial efficiency.
We work with clients to take the savings from their proactive tax planning and put those dollars into cost-effective, tax-smart investments. It's our honor to help our clients reach financial independence faster though services like:
- Quarterly net worth statement with automatic data aggregation
- Quarterly cash flow statement with automatic data aggregation
- Quarterly retirement investment performance tracking and interactive "what if" scenarios
Here's some of the ways we help clients with their accounting practices:
- Providing a dedicated accounting professional to their account
- Setting up their QuickBooks Online and automating their transaction imports
- Cash-basis accounting
- Reviewing transactions monthly
- Annual profit and loss, balance sheet, and cash flow statements
- End of year bank/loan balance reconciliation
Here's some of the ways we help clients with their payroll needs:
- Enrollment in a trusted third-party payroll service
- Integration with their QuickBooks Online account
- Processing of payroll and tax reporting
We work with clients to take the savings from their proactive tax planning and put those dollars into cost-effective, tax-smart investments. It's our honor to help our clients reach financial independence faster though services like:
- Quarterly net worth statement with automatic data aggregation
- Quarterly cash flow statement with automatic data aggregation
- Quarterly retirement investment performance tracking and interactive "what if" scenarios
Here's some other things we have taken care of for clients presently and in the past:
- Gift/estate/trust/non-profit/retirement plan tax filings
- Business franchise/property/payroll/1099/sales tax filings
- Capital gains tax mitigation strategies
- Amended income tax filings for prior years
- Non-U.S./Foreign tax filings
- Strategic business planning
- Cost segregation study analysis and reporting
- R&D tax credit analysis and reporting
- Loan-mortgage application assistance
Experience and Designations
David Auer, Founder and CPA of Provident CPAs PLC, holds an MS, PFS, CGMA, JD, and an LLM in Taxation, and is a Certified Tax Planner™ with over 35 years of experience. He is a distinguished public accountant, speaker, best-selling author, business consultant, and entrepreneur.
Our broader team, and your day-to-day contacts are a diverse group of professionals, including CPAs, PFSs, EAs, Certified TaxDome Advisors, and QBO Advisors, that further strengthen our team. Each member brings specialized expertise and a deep commitment to delivering exceptional service, ensuring that we provide comprehensive and tailored solutions to meet our clients' unique financial needs.
Investment and Pricing
We begin every new client relationship with a tax planning engagement called the Strategic Tax Blueprint. Our fee structure is highly individualized and is determined only after meeting with you to understand your specific situation, needs, and goals.
This personalized approach ensures that the services we provide are tailored to maximize value for each client. The fee for this initial blueprint varies based on several factors, but it comes with a powerful 10x guarantee if we don't save you at least 10 times the fee in taxes during the first year, the blueprint fee is waived.
The Strategic Tax Blueprint provides a comprehensive overview of personalized tax-saving strategies, detailing the cost of implementing and managing these recommendations over the next 12 months, all bundled into a fixed monthly amount. The average monthly fee is determined by the scope of tax planning and the client’s unique strategy, and it typically generates an impressive return on investment of 10 to 30 times the original cost.