Turner Tax AdvisorsHow it works
How Turner Tax Advisors works with physicians
Working with Turner Tax Advisors starts with a free 30-minute Discovery Call and moves to a paid Tax Strategy Assessment only if we’re a good fit. Here’s every step, so you know exactly what to expect.
Four steps
See if you qualify
Tell us your income and what you paid in taxes last year.
Book a free Discovery Call
30 minutes to see if we’re a good fit.
Complete your Tax Strategy Assessment
We review your whole financial picture.
Get your results
We walk you through the strategies that fit you, then you choose your Annual Plan.
What happens on each call
01 · Free · 30 minutes · Zoom
Discovery Call
A conversation to see if we’re a good fit to work together. Booked on Eliisa’s calendar right after you fill out the short form.
02 · Paid · Assessment Call
Tax Strategy Assessment
If we’re a good fit, we send an invoice for the Assessment. Once it’s paid, you get a link to schedule your Assessment Call, where we go over your whole financial picture.
03 · Recommendations
Results Call
We send a link to schedule your Results Call. On it, we present the strategies that fit you and your Annual Plan options.
04 · Year-round
Annual Plan
You choose your Annual Plan (invoiced). Your Dedicated Tax Advisor implements the strategies, runs financial reviews, and files your business and personal returns as needed.
Ready to stop overpaying?
If you’re a physician earning $600,000 or more, let’s see what a real plan could look like for you.