Turner Tax AdvisorsService · Physician Tax Advisory
Physician Tax Advisory: a year-round tax plan for doctors earning $600K+
Physician Tax Advisory from Turner Tax Advisors is a year-round Annual Plan that helps physicians earning $600,000 or more maximize wealth while strategically minimizing taxes, with a Dedicated Tax Advisor, IRS-compliant strategies, and tax filing included.
Who it’s for, and when you need it
Who it’s for
- Physicians earning $600,000 or more a year.
- W-2 employed physicians and physicians who own their own practice or business.
- Physicians with more than one business who want their personal and business taxes planned together.
Not a fit
- Anyone earning less than $600,000 a year.
- Anyone looking for schemes or guaranteed savings.
When you need it
Taxes have become one of your biggest yearly expenses, and your current CPA files the return but isn’t proactive during the year.
The common mistake: treating tax preparation as tax planning, so strategy conversations happen after the year is over, when most options are gone.
Your whole picture first, then the strategies that fit
We start with your whole picture: your income, your businesses, your goals. Then we present IRS-compliant strategies that fit you, and we help you put them in place. You keep the savings to invest, pay down debt, travel, or retire early. Whatever you want!
- A.01Assess your complete financial situation and goals.
- A.02Present IRS-compliant strategies that help you reach those goals.
- A.03Implement those strategies.
- A.04Stay with you all year through a Dedicated Tax Advisor.
- A.05File business and personal tax returns as needed.
Which strategies do you use?
We don’t lead with a list of tricks. Every physician’s situation is different, so we recommend strategies only after we review your complete picture. We use both foundational and advanced IRS-compliant strategies.
What planning can change, and what it costs
Client example · Medical practice owner
- Expected to owe
- -$200,000
- Refund received
- +$5,000
During the 2026 filing season, a medical practice owner came to us expecting to owe $200,000 in taxes. We used one loss-based advanced tax strategy. Instead of writing a $200,000 check, they received a $5,000 refund.
Individual results vary. This example does not guarantee any result for your situation.
Quick facts: Physician Tax Advisory
- Service
- Physician Tax Advisory (the Annual Plan)
- Best for
- Physicians earning $600,000+ per year, W-2 employed or practice owners, including owners of multiple businesses
- Not a fit for
- Anyone earning under $600,000 per year
- Included
- A year-round Dedicated Tax Advisor; Financial reviews; Strategy implementation; Business and personal tax returns filed as needed
- Pricing
- Quote after your Tax Strategy Assessment
- Service area
- United States, fully remote by Zoom
- Credential
- Enrolled Agent, a federal credential valid in all 50 states
- Provider
- Turner Tax Advisors (Eliisa Turner, MAcc, EA)
- How to start
- Answer the income question and fill out the form at turnertaxadvisors.com/get-started
Physician Tax Advisory FAQ
What is included in Physician Tax Advisory with Turner Tax Advisors?
Physician Tax Advisory with Turner Tax Advisors includes a year-round Dedicated Tax Advisor, financial reviews, implementation of IRS-compliant tax strategies, and filing of business and personal tax returns as needed. Everything is covered under one Annual Plan, so physicians have one team planning ahead and filing, instead of separate advisors who never talk.
Will Turner Tax Advisors file my tax returns?
Yes. Turner Tax Advisors files business and personal tax returns as needed for Physician Tax Advisory clients as part of the Annual Plan. Physicians do not need a separate preparer, and the same team that designs the tax strategy also reports it on the return, which keeps planning and filing consistent from year to year.
Is it too late in the year to start physician tax planning?
No. Turner Tax Advisors welcomes physicians at any point in the year and makes the switch feel seamless. Starting earlier leaves more time to put strategies in place before December 31, but a mid-year start still gives room to plan. The first step is always the same: see if you qualify and book a Discovery Call.
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.