Physician Tax Solutions Alternatives for Physicians and Practice Owners (2026)
Considering Physician Tax Solutions? Compare its physician tax services with AE Tax Advisors on scope, client fit, implementation, and the questions to ask before signing.
AE Tax Advisors: $7,800 Engagement, No Required Annual Planning Renewal
$7,800 advisory engagement. No required recurring annual planning fee.
Two payments of $3,900, 30 days apart. Tax returns, amendments, cost segregation, and additional services are separately scoped and priced. No annual planning renewal is required by the standard engagement; this does not promise unlimited future planning or free annual filing.
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The decision in brief
Physician Tax Solutions is a relevant option for physicians 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. AE Tax Advisors is worth comparing when a profitable owner needs a structured review of business and property taxes, old returns, and implementation across multiple filings. Neither firm's name alone tells you which work is included.
Where Physician Tax Solutions may be the stronger fit
A good reason to shortlist Physician Tax Solutions is a physician who wants a broad finance and practice system alongside tax compliance. Ask who will personally handle that work and whether the quoted package includes the services you expect. A plan for a simple physician return is a different purchase from recurring practice accounting or a complex tax strategy. The advertised model may include more or less than your specific proposal.
Where AE Tax Advisors may fit
AE Tax Advisors may fit a profitable practice owner seeking a narrower written tax plan, prior-year review, real estate strategy, and separately priced filing. Scope any estate or asset-protection work with the responsible professional.
AE Tax Advisors publishes $7,800 strategic and $9,800 complex advisory tiers. Business and individual returns, amendments, and cost segregation have separate prices. A tax plan should identify the actual opportunity, legal limitations, responsible person, filing year, documentation, and implementation cost before anyone compares projected savings with fees.
Service comparison
| Decision | Physician Tax Solutions | AE Tax Advisors |
|---|---|---|
| Primary public focus | physicians seeking an integrated strategic wealth system | Profitable operating businesses and real estate investors, including practice owners |
| Described model | Physician Tax Solutions by Provident CPAs advertises tax preparation, proactive strategy, accounting, bookkeeping, estate and asset protection coordination, and financial coaching. | Written tax advisory with prior-year review, entity and property planning, and separately scoped filings |
| Advisory pricing | Request a current proposal and confirm included work | $7,800 strategic or $9,800 complex advisory; other services separately priced |
Questions to resolve before signing
- Which elements of the Strategic Wealth System are delivered by licensed tax, legal, or financial professionals, and what is the total annual cost?
- Which business, individual, and state returns are included, and who signs them?
- Who reviews prior returns, entity elections, books, and depreciation schedules?
- If real estate losses are proposed, who tests basis, at-risk, material participation, and passive activity limits?
- What written work product will I receive, when will it be implemented, and what costs recur next year?
Sources and editorial note
This independent comparison uses the White Coat Investor physician tax directory and Physician Tax Solutions's public website. The directory separates strategy, tax preparation, and business services, which are different purchases. AE Tax Advisors is responsible for this page and is not affiliated with either organization. Listed services and fees can change; a service omitted from public materials may still be offered. Check the current proposal directly.
Frequently Asked Questions
What is an alternative to Physician Tax Solutions?
AE Tax Advisors is one option when a profitable practice owner needs a defined business and real estate tax plan, prior-year review, and coordinated implementation. Physician Tax Solutions may fit better for a physician who wants a broad finance and practice system alongside tax compliance. Compare written proposals for your actual facts.
Is Physician Tax Solutions better for a physician?
It depends on the physician's income and work. Physician Tax Solutions describes services for physicians seeking an integrated strategic wealth system. A physician with only a W-2 and a simple return may not need an extensive advisory engagement. A practice owner with entities and properties should compare the depth of the tax plan, assigned professionals, and filing scope.
How much does Physician Tax Solutions cost?
Confirm current pricing directly with the firm and request a written first-year and renewal proposal. Make sure the quote specifies every entity and individual return, books, payroll, strategy meeting, amendment, and property study you need. AE Tax Advisors publishes $7,800 strategic and $9,800 complex advisory tiers, with other work priced separately.
Continue your research
Talk Through Your Situation
Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.
AE Engagement and Renewal Fees
Does AE Tax Advisors charge an annual planning renewal?
The standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.
Is the $7,800 advisory engagement an all-inclusive tax package?
No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.
Compare proposals for a physician who owns practice income and rentals
Use the same facts with each firm: W-2 and contractor income, practice tax classification, rental ownership, employees, state filings and the next major decision. A physician-only label does not establish how the firm coordinates your separate entities.
- Returns: list every individual, practice, property and state filing. Separate recurring compliance from the initial planning engagement.
- Property: identify depreciation review, any study, loss-limit analysis and Form 3115 work; ask who prepares and files each item.
- Owner pay and plans: confirm reasonable-compensation work, payroll changes, retirement-plan coordination and employee-related costs.
- Implementation: request deadlines, written work product, the professional responsible for each action and the handoff to your current CPA.
- Cost over time: compare first-year fees, renewals, optional services and separately priced filings using written quotes. Do not assume every advertised capability is included.
This is a proposal checklist, not a claim that either provider includes or excludes these services. Review AE's published scope and pricing, property filing responsibilities and discuss your practice and rental entities.