I found that asking my colleagues or 1099 CRNAs for local CPAs quite helpful. I think you need to interview the CPA on the phone and ask about experience working with medical providers who run a solo or 2 person small business. How aggressive is this CPA vs how conservative with deductions. You want to hire a CPA who fits in with your philosophy about the risk for audits. The more aggressive the deductions the more likely you won't survive the audit. I chose a middle ground CPA who reminds me often when I step over the line. I like to know the risk I am taking with each deduction: remember with tens of thousands of new IRS agents being hired in 2023 the chance for an audit is going way up. Hence, be prepared to pay the fine and defend the big deductions.
exactly this, I just interviewed a handful of local CPAs last month. My main goals of every conversation were experience with 1099 docs/crnas, where on the spectrum of aggressive/conservative they fall, audit history, and then I had a few questions about specifics (how they calculate home office size, 280a, etc) that I asked to gauge their knowledge and practices. Obviously only considered CPAs that people said they liked. Most of the people I asked said they wouldn't recommend their person to a family member. Prices ranged between $1000-10,000 for S-corp fillings, and tbh the ones I liked most were on the cheaper side.
PM me please.
PM me please. Thank you
www.whitecoatinvestor.com
Physician Tax Services & Strategists - | White Coat Investor
Tax strategy and planning is different from just filling out the forms every April. These WCI-vetted advisors can help you make sense of your complicated tax situation and suggest ways to lower your tax bill.
Here is the list from White Coat investor. Anyone contact them or use one? What were the fees? Are they aggressive?
Also, if you want to vet him he's quite active on twitter. Just scroll through his tweets/replies. He consistently gives very sound financial advice. He also works mostly with MD/DO's. I've been using him for around 3 years now. I live in SoCal and he lives in Michigan. All visits done by video, phone, or text.
