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Accountant Database for Physicians
(CPAs for personal tax returns, side gig taxes, and business finances)
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Questions for recommended accountants come up frequently on our physician Facebook communities. Finding an accountant can be confusing, given different price points, credentials, expertise, and focus areas. The accountants below work with doctors across the country, and have been recommended by physicians on our communities, but it's important to do your own due diligence. Whether you're looking for help with your personal 1040 tax return, need help maximizing potential deductions for your medical practice, are looking for guidance on the best structure for your side gig business, or have other tax concerns, we hope you find the perfect accountant below to help.
Disclosure: Please note that these accountants are sponsors and have paid to be on this list. This page may contain affiliate links, which support us at no cost to you. Although these are sponsored listings, they are accountants who have been recommended by members in our communities. We have made an effort to vet prior reviews from other physicians of the accountants or firms listed here to the best of our ability and provide you with a place to start with your research, but the ultimate responsibility of due diligence for something as important as who you choose to do your tax preparation falls upon you. As always, we recommend doing your own due diligence to assess whether the firms listed are a good fit for you and whether you trust them, and you should view this list as a warm introduction, rather than a formal recommendation for your particular situation. We specifically disclaim any responsibility for any issues encountered from use of their services.
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If you are an accountant that would like to be listed on this list, please visit our partner with us page. Please note that partnerships are based on synergy and vetting, and spaces are limited on our listing.
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ACCOUNTANTS FOR PHYSICIANS
Business Casual Tax
Company-Submitted Summary: Business Casual Tax works with physicians nationwide and helps you determine the right tax structure (sole prop/LLC/S-corp) for your business. We wrap everything—bookkeeping, payroll, S-corp/partnership returns, and your 1040—into a fixed annual package. We're not a one-size-fits-all shop; we decide together how involved you want us to be (quarterly calls, year-end projections, extra planning) and price it upfront so you’re never “on the clock” for asking questions.
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Best Fit For: Physicians who want the entire finance/tax back office handled end-to-end while also needing assistance in determining which deductions to take, utilizing an aggressive but smart approach that leaves nothing on the table. If you’re a physician earning $300k - $2m (min. of ~$75k of 1099/K-1 income) or are spinning up a new practice, that’s when it makes sense to bring in Business Casual Tax.​
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PSG Perk: Business Casual Tax covers the cost of QuickBooks Online (currently around $90/month) for PSG members. Just let them know you're with PSG when you reach out!
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Hall CPA
Company-Submitted Summary: Hall CPA provides proactive tax strategy and advisory services for real estate investors. Their advisors help clients unlock powerful strategies like cost segregation, short-term rentals, and real estate professional status to significantly reduce tax liabilities. Each engagement includes a custom tax strategy blueprint, year-round email support, and dedicated 1:1 guidance from a real estate tax expert. Whether you're just starting or scaling a portfolio, Hall CPA helps you grow wealth tax efficiently and with confidence.
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Best Fit For: Real estate investors
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PSG Perk: Save $500 when using our PSG affiliate link.
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HOW DOCTORS SHOULD CHOOSE AN ACCOUNTANT AND WHAT TO ASK WHEN INTERVIEWING
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We've covered this topic in detail on our article about considerations and costs when choosing an accountant and recommend reading that article if you're considering hiring an accountant or/and want guidance on how to find the right accountant. We'll highlight a few key points from that article here.​
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Considerations when choosing an accountant
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Credentials: Are they a CPA? (Just because someone is a tax preparer doesn't mean they're an accountant.)
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Expertise: Are they knowledgeable about your particular situation (1099 income, real estate investments, etc.)?
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Responsiveness: Are they easy to get ahold? Are you confident they'll get back to you in a timely manner?
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Costs: Do their charges seem reasonable? Are the comparable to other accountants you spoke with?
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Questions to ask when interviewing an accountant
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