Turner Tax AdvisorsService · Tax Strategy Assessment
Tax Strategy Assessment for physicians: see your whole picture before you commit
The Tax Strategy Assessment from Turner Tax Advisors is a paid, in-depth review of a physician’s complete financial picture that identifies which IRS-compliant tax strategies fit, followed by a Results Call where the recommendations and Annual Plan are presented.
Who it’s for
Who it’s for
Physicians earning $600,000 or more who had a Discovery Call and are a good fit.
Not a fit
- Anyone earning under $600,000.
- Anyone who only wants a return filed.
When
Right after a Discovery Call confirms a good fit.
From Discovery Call to Results Call
- S.01After the Discovery Call, we send an invoice for the Assessment.
- S.02Once paid, you get a link to schedule your Assessment Call.
- S.03On the Assessment Call, we go over your whole financial picture.
- S.04We send a link to schedule your Results Call.
- S.05On the Results Call, we present the strategies that fit you and your Annual Plan options.
What we usually find
Your Tax Strategy Assessment is a working session on your whole financial picture: income, businesses, investments, and goals. The most common thing we find is that no one has been planning. Your last preparer filed what happened, but nobody looked ahead to change it.
Tax Strategy Assessment at a glance
Quick facts: Tax Strategy Assessment
- Service
- Tax Strategy Assessment
- Best for
- Physicians earning $600,000+ who completed a Discovery Call and are a good fit
- Deliverables
- Assessment Call, full financial review, Results Call with strategy recommendations and Annual Plan options
- Meetings
- Two calls: the Assessment Call and the Results Call
- Pricing
- Paid review, invoiced after a free Discovery Call confirms a good fit
- Service area
- United States, fully remote by Zoom
- Provider
- Turner Tax Advisors (Eliisa Turner, MAcc, EA)
- How to start
- Book a free Discovery Call through turnertaxadvisors.com/get-started
Tax Strategy Assessment FAQ
What happens in a Tax Strategy Assessment with Turner Tax Advisors?
In a Tax Strategy Assessment, Turner Tax Advisors reviews a physician’s complete financial picture, including income, businesses, investments, and goals. The review happens on a scheduled Assessment Call. Afterward, the physician books a Results Call, where Turner Tax Advisors presents the IRS-compliant strategies that fit and the Annual Plan options to put them in place.
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.