Physician Tax Strategy
& Planning
Stop Overpaying the IRS.
Stop Overpaying. Start Optimizing.
Serving 1,000+ clients nationwide · All 50 states
You've heard Dr. Dahle talk about simple and complex tax strategies on the White Coat Investor. We're a firm that can help you implement those strategies correctly saving you thousands or tens of thousands in taxes.
Taxstra's Founder Bryan Martin, CPA was featured on WCI Podcast Episode 459
What stage are you?
As Seen In
"As a CPA married to a physician, I know firsthand the unique anxiety of six-figure debt, the complexity of the income spike in your thirties and the frustration of being sold to by financial gurus and CPAs who don't understand your unique situation. Taxstra exists to give physician families the specialized tax planning that other firms don't offer."
Physician Tax & Accounting Services
Planning, preparation, entity formation, and monthly accounting — coordinated under one roof.
Physician Tax Planning by Career Stage
Select yours to see the specific strategies and potential savings we implement for you.
New Attending
First 1–5 Years Post-Training · Typical Annual Savings: $15k – $50k / yr
The jump from $65k to $350k+ creates the highest-risk tax year of your career. Your first attending contract — whether W-2, 1099, or a mix — sets the structure for everything that follows.
Key Insight: A new attending earning $400k in 1099 locums income who elects S-Corp status with proper reasonable compensation analysis can save $18,000–$25,000 per year in self-employment tax alone — before any retirement plan contributions or other deductions.
From Reading to ImplementationYou've learned that high earners need to use the Backdoor Roth since direct contributions phase out. You may have read about setting up a micro-corporation for 1099 income. We handle the S-Corp election, reasonable compensation analysis, payroll setup, and make sure your retirement plan stacking is maximized from day one.
What We Implement For You
Physician Tax Savings Calculator
Select your stage and see estimated savings.
Annual
25 Years
Invested
Customize strategies (13/13 selected)
Simple
Moderate
Advanced
Hypothetical illustration. Actual savings depend on individual circumstances.
Simple
Moderate
Advanced
Annual Tax Savings
Total Over 25 Years
If Invested at 8%
Includes $3,819,973 in growth
Without these strategies, you could leave $5,589,973 on the table.
Hypothetical illustration. Actual savings depend on individual circumstances.
Generalist CPA vs. Physician Tax Specialist
Tax Preparation, Accounting & Entity Services
Beyond planning — we handle the full execution.
Physician Tax Preparation
Federal, State & Multi-State Filing — Done Right the First Time
We file your federal and every required state return with physician-grade precision — multi-state locums credits, Backdoor Roth 8606s, S-Corp 1120-S, and Schedule E with cost segregation adjustments, all reviewed by a CPA who files hundreds of physician returns every year.
How It Works
Three simple steps to tax efficiency.
Book a Free Strategy Call
30 minute meeting to review your situation, identify opportunities, and confirm fit. We'll tell you honestly if you don't need us.
Choose Your Engagement
Onboard & Optimize
Upload to our secure portal. We handle IRS communication, build your tax plan, and schedule mid-year check-ins.
Your greatest wealth-building tool is tax efficiency. Let's sharpen it.
In 30 minutes, we'll identify your top 2–3 missed strategies and whether Taxstra is the right fit.
Frequently Asked Questions
Can't find your answer? Ask on the strategy call.
All scenarios presented are hypothetical and for illustrative purposes only. They do not represent actual clients or guaranteed outcomes. Actual tax savings vary based on individual circumstances, income, state of residence, and other factors. Consult with a qualified tax professional for advice specific to your situation. Taxstra PLLC is not affiliated with White Coat Investor or BiggerPockets; inclusion of these logos indicates past feature/sponsorship, not endorsement.