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#1 Tax Strategy Service for Physicians

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Recommended by White Coat Investor

Maximize Your SAVINGS  WITH PROVEN TAX STRATEGY

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Tech Forward Concierge Service for Tax Planning, Implementation and Filing that saves you Time and Money

Circle Platform — Education Content

— Tutorials on Tax Strategies

— Direct Messaging CPA

— Live Q&A with Community

— Templates for Tax Plans

Concierge 
Service

— Dedicated CPA

— Daily CPA Office Hours

— Responses within 48 hours

— Entity Creation, Payroll, Tax Templates

Customized Tax Plan

— Average $30-50k in Tax Deductions

— Navigating on execution

— Short Term and Long Term View

— ~2-3x Return on Investment in 12 months

Docwealth.io Founders

Dr. Mark Applegate

Emergency Medicine Physician

Steven Gabrielsen

CPA Tax Strategist

Laxman Pichappan

Tech CFO

Company by the numbers

35+

Years of Combined
Experience

$40,000+

Average Deductions

1,200+

Clients Supported by 
Team’s Experience