This physician switched from a sole proprietorship and a generalist CPA to Doc Wealth. We implemented the S-corp election, a Solo 401(k) plus cash balance plan stack and a state pass-through entity tax election.
Built by an ER doctor who still works 1099 shifts, our tax team plans all year, not just at filing time.
What Our Clients Say
“If I knew about Doc Wealth I would’ve made more money and kept more money in my pocket... The CPA Team has been very hands on in setting up my LLC, Payroll, and Tax strategies...”
“I interviewed four groups and found them affordable, knowledgeable, and approachable... They helped me set up payroll with GUSTO, provided excellent bookkeeping templates, and maximized my deductions. They're responsive, helpful, and a huge upgrade from my last CPA.”
“They are solely focused on physicians, and I think many of us are K1 and or 1099... I'm generally not a fan of CPAs, and had such a hard experience with my last one, but so far it's gone very well for me.”
“Doc Wealth has taken a unique approach to disrupting an industry that has long been known for poor communication and lack of proactive planning... Their tech platform streamlines the entire process from communication to educational content to tax filing.”
Is This You?
Real Clients · Real Outcomes
Two 1099 physicians from the representative engagements Doc Wealth publishes on its own site.
This physician switched from a sole proprietorship and a generalist CPA to Doc Wealth. We implemented the S-corp election, a Solo 401(k) plus cash balance plan stack and a state pass-through entity tax election.
We moved the work into a single LLC with an S-corp election, built a multi-state filing protocol and set up quarterly projections. That combination eliminated the chronic underpayment penalties.
Results from past clients. Your numbers depend on your income, structure and timing.
100% Done-For-You
How Doc Wealth's CPAs, Enrolled Agents and tax attorneys run your taxes all year.
Your team reviews your last two filed returns, your entity, your retirement plans and the states you work in, then pinpoints what's costing you before anything changes.
Where an S-corp makes sense, we file the election, document a reasonable salary for your specialty, set up your Gusto payroll and manage your payroll and distributions.
Where a Solo 401(k) and a cash balance plan make sense, we get them opened before December 31st and calculate your contributions, so more income stays off this year's bill.
We work out each quarterly estimated payment from your real income, not a guess, so you stop overpaying ahead of time or getting hit with underpayment penalties later.
Our team prepares your business return, your personal return and every state return, so the people who designed your plan are the same team that puts it on your return.
When you pick up a new contract or a new state, you message your CPA, Enrolled Agent or accountant through our platform, and basic notice response is part of the service.
Still On The Fence?
On the strategy call, Mark looks at how your 1099 income reaches you, your entity, your retirement plans and the states you worked in. You'll leave knowing whether $40K or more is within reach and which moves still count before December 31st.
Book A Strategy CallAny client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.