
Specialized accounting, bookkeeping, and tax planning for medical practice owners and surgical specialists in California.


We serve high-income physicians, surgeons, and medical practice owners who need expert accounting, tax strategy, and financial guidance tailored to their unique practice needs.

He has over 37 years of hands on tax, accounting, and CFO experience guiding complex financial decisions for high income individuals and businesses.
Specialized in complex tax and financial strategy
Founder of a successful accounting firm and CFO practice
Filed thousands of tax returns and handled IRS cases

The Intro Call
Meet with our team for a 30 minute intro call. We will explain the tax review and see if there is anything we can help you with. You do not need to upload anything for this call.
The Tax Review
After our intro call, we will invite you to a 2nd opinion review of your taxes. Before that call, we will send an intake form where you will provide the information we need to conduct the review.
Tax Review for Physicians
An independent tax analysis for high income physicians to confirm nothing is being missed.


Here's what you get:
Independent review of your last two years of tax returns.
Identification of missed deductions, credits, and planning gaps.
Clear recommendations you can take to your existing accountant.
100% Complimentary

"High-quality results, every time"
"Exceptionally skilled, easy to collaborate with, and consistently delivers high-quality work."
- Angie Waian


"Peace of mind, every tax season"
"A knowledgeable accountant who delivers accuracy, efficiency, and true peace of mind every year."
- Samira Houshiar


"Reliable guidance you can trust"
"An exceptional CPA who handles accounting with the highest level of professionalism, integrity, and care."
- Virginia Martino

Little to no understanding of physician income structures
Miss deductions unique to doctors
Reactive support, only during tax season
No proactive tax strategy, only filing
Physician focused expertise
Proactive tax planning year round
Ongoing advisory support, not just filing
Maximizes deductions and long term savings
Have your last two tax returns reviewed by an independent expert. There is no cost, no obligation, and no need to change your current accountant.