A male doctor with dark hair, glasses, and a beard, wearing a white coat and a stethoscope around his neck, standing with arms crossed against a plain gray background.

Tier I: W2 Physician

☑️ Tax Return Preparation (Federal/State/Local)
☑️ Year-Round Support
☑️ Annual Planning/Strategy Meeting
☑️ Mid-year Paystub Review & Tax Forecast

☑️ W4 Recommendations
☑️ IRS Notice Assistance

Pricing for the W2 Physician Tax Service starts at $175 per month for physicians with otherwise simple tax situations. More details can be found here.

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Tier II: Solopreneur Physician

☑️ Tax Return Preparation (Federal/State/Local)
☑️ Year-Round Support
☑️ Monthly Income & Expense Tracking

☑️ Annual Strategy & Planning Session
☑️ Mid-year Income and Tax Projection; Optional end-of-year projection update (video)
☑️ IRS Notice Assistance

Pricing for the Solopreneur Physician Tax Service starts at $325 per month for physicians with otherwise simple tax situations. More details can be found here.

Tier III: S-Corp/Practice Owner Physician

☑️ Business and Personal Tax Return Preparation (Federal/State/Local)
☑️ Year-Round Support
☑️ Monthly Income & Expense Tracking in Xero

☑️ Mid-year Strategy & Planning Session; Optional end-of-year projection update (video)
☑️ Accountable Plan Setup and Management

☑️ Pass-Through Entity Tax Analysis

Pricing for the S-Corp/Practice Owner Physician Tax Service starts at $449 per month for physicians with otherwise simple tax situations. More details can be found here.

Supplemental Tax Preparation Fees:

Most clients do not pay any additional fees for tax preparation. However, some specialized tax forms may be subject to a la carte fees for each form filed.

Examples of some forms that are subject to additional fees:
Form 709 (Gift Tax) - Starting at $400
Form 5500-EZ - Starting at $300
Form 5330 (Excess Contribution) - Starting at $500
FBAR (FinCen 114) - Starting at $200
Form 8938 (foreign accounts) - Starting at $100 per account
Form 2210 (Annualized Income Installment) - Starting at $500
Dependent Tax Return - Starting at $300
Form 3115 (correcting depreciation, change in accounting method) - Starting at $800

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At TaxSmart MD, clients pay a monthly subscription for comprehensive accounting and tax service. As a client, the price you pay is determined according to several factors, which are intended to represent the depth of planning and vigilance a client’s situation warrants throughout the year.

What’s more, I follow the fundamental principle that tax preparation and filing is only one component of a client’s overall service. Pricing is based primarily on planning, and few clients will pay an extra fee for tax return complexity. There are two overarching reasons for this. First, I believe that planning and education are the most important ways to deliver value for clients. Second, I’ve learned that staying on top of taxes for twelve months of the year makes the tax return preparation and filing process much easier.

The three pricing tiers presented below are designed for clients in various stages of employment and business ownership. I know that no two clients are alike, and these services are not meant to be “cookie cutter.” Many clients will receive a custom price and service level as warranted by their specific tax situation.