Compare the tax strategy, preparation, and business-service firms in the White Coat Investor physician tax directory with AE Tax Advisors by actual service need.
A physician with a W-2 and a simple return may only need preparation. A 1099 doctor may need entity and retirement-plan operations. A profitable practice owner with rental property may need a written multi-year tax plan, depreciation review, and coordinated business and individual filings. Compare firms on those deliverables before comparing a headline fee.
The firms below appear in the White Coat Investor physician tax directory as of September 28, 2026. This is an independent AE Tax Advisors guide, not a White Coat Investor endorsement of AE Tax Advisors. The directory describes its listings as advertising partnerships; verify each firm and proposal directly.
Self-employed physicians with 1099 income and real estate investments. The practice describes an initial written tax plan with a personal video, followed by optional 1040 preparation, projections, and medical accounting with S corporation filing, books, and payroll.
Compare the servicesMedical professionals seeking holistic tax and wealth planning. Thrive Wise describes customized, ongoing planning around family goals, cash flow, investment assets, and tax decisions; its private-client material describes scheduled quarterly strategy sessions.
Compare the servicesPhysicians seeking an integrated strategic wealth system. Physician Tax Solutions by Provident CPAs advertises tax preparation, proactive strategy, accounting, bookkeeping, estate and asset protection coordination, and financial coaching.
Compare the servicesDoctor families and practice owners. Fox & Company CPAs describes year-round physician tax advice, practice startups and management, real estate investment advice, compliance, and filing.
Compare the servicesMedical practice owners seeking intensive tax strategy. Cerebral describes physician-specific planning, implementation, tax preparation, bookkeeping, payroll, CFO services, and representation. Its WCI listing describes a first-year savings identification guarantee subject to its eligibility conditions.
Compare the servicesPhysicians exclusively, from 1099 work to practice ownership. Doc Wealth describes planning, filing, entity formation, payroll, and bookkeeping by a US-based team. The WCI listing says its flat-priced service starts at $3,799 annually, with the actual quote depending on scope.
Compare the servicesPhysicians, physician practices, and other high-income professionals. Taxstra presents physician tax planning integrated with preparation, bookkeeping, and payroll, with attention to retirement, real estate, and business investments.
Compare the servicesIndependent contractors and private medical practices. The physician-family-owned firm describes business startup, accounting, payroll, year-round planning, and business and personal tax preparation. Its WCI partner profile says most clients use a subscription with an average annual fee of $2,500; that is a reported average, not a quote.
Compare the servicesIndependent-contractor physicians. 1099 Tax Doctor describes an integrated package of S corporation structures, payroll, defined benefit or cash balance plan administration, tax filing, and advice.
Compare the servicesHealthcare professionals, contractors, and s corporation owners. SFC CPA advertises direct CPA access, QuickBooks support, bookkeeping, business formation, tax preparation, and proactive meetings throughout the year.
Compare the servicesSmall and mid-sized businesses, physicians, and transactions. The firm lists corporate, partnership, and individual tax preparation, bookkeeping, audit and review work, outsourced CFO services, and quality-of-earnings work for acquisitions.
Compare the servicesBusy professionals wanting virtual tax preparation. Convenient Tax Solutions describes secure remote document sharing, scheduling flexibility, and preparation with planning support for professionals who cannot easily visit an office.
Compare the servicesMedical professionals with business ownership, rentals, and multi-state filings. Tailwind describes a small-firm model with quarterly estimates, proactive reviews, off-hours appointments, and experience spanning businesses, rental property, and multi-state returns.
Compare the servicesPhysician, practice, and healthcare-group tax filing. Gelt describes a technology-supported platform for business and individual returns, quarterly estimates, multi-state filings, and coordination of practice, locums, K-1, and real estate activity.
Compare the servicesPhysicians and practices seeking tax, accounting, payroll, and wealth management. NovaPoint describes incorporation, accounting and payroll systems, business and personal returns, strategic tax plans, and wealth management with separate asset-based fees.
Compare the servicesSolo, independent, or part-time physicians. Its WCI listing describes $250 to $500 monthly packages for bookkeeping, year-end preparation, and foundational guidance on S corporations, solo 401(k)s, and student loans. Confirm current tiers directly.
Compare the servicesAsk each firm for a written list of covered entities, returns, accounting months, payroll, meetings, prior-year review, amendments, cost segregation, and renewal terms. AE Tax Advisors publishes $7,800 strategic and $9,800 complex advisory tiers, with returns and specialized work separately priced. A lower filing package can be the right choice when the problem is routine compliance.
Every situation turns on its own facts. Schedule a discovery call and we will walk through what applies to you, what it is worth, and what it would take to put it in place.
Business Owners: Are You Overpaying on Taxes?
Book a Call