SERVICES
Do you work with a lot of Doctors?
YES WE DO! The division was founded by an Accountant (Michael) who is married to a Doctor (Karen). Michael started out serving his wife’s colleagues and then said, hey this is a great group of people, so he started Tax For Doctors.
BOOK A FREE REVIEW CONSULTATION
All review consultations are free. We will cover where you are at, what you want and how to get there.
Testimonials
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OUR PROMISE
We will be available to you, work with you and understand your goals. We will only work with great advisors who can support you like we can. We will let you focus on being a Doctor.
About Us
Michael’s Story
I started working with my Dad in 2006 at his accounting firm. While learning from my Dad, I earned my Chartered Accountant designation as top 1% of writers. While studying for my exams, my wife, graduated Medical School in 2009. I learned that while many people want to work with Doctors, most do not truly understand their needs. As a spouse of a Doctor and a trusted advisor for many Doctors, I saw a need to provide a holistic approach to doing my job - starting with Tax.
TaxForDoctors was born out of this desire to service Doctors while using Technology, multi-disciplinary teams and a Big Picture approach.
Michael has the following designations:
Chartered Accountant, Chartered Processional Accountant
Certified Public Accountant (Arizona)
Trust and Estate Practicioner (TEP)
Family Enterprise Advisor (FEA)
CICA In-Depth Tax
Outside of accounting Michael is a Peer Advisor Group Moderator for Family Enterprise Xchange and has served on various boards in roles including President, Treasurer and Secretary.