Own a medical practice? Start with a written plan for your practice and your household. Start your Tax & Wealth Plan →
Med spas, veterinary clinics, orthodontic offices, physician groups and every practice in between earn well and are taxed hard. Reactive tax prep files what happened. Planning decides what happens: how you pay yourself, what you put away, what you own and how you eventually sell.
Built by John Eiduk, CPA, CFP®. The CPA side keeps every strategy defensible. The CFP® side connects every dollar saved to your retirement, your investments and your exit.
Start Your Tax & Wealth Plan →One advisor who is both a CPA and a CFP® looks at your practice, your household and your investments together, finds the legal ways to pay less in taxes, and hands you the plan in writing, in the order to do it. For a medical practice owner, that means:
Different practices, the same questions: how to pay yourself, what to put away, what to own and how to sell. Dentist or chiropractor? We have a page for you: dentists · chiropractors.
Ownership rules, the medical director arrangement and a management company all change who can own what and how the profit reaches you. We plan the structure and the tax together, so the two do not pull against each other.
Equipment-heavy practices with real estate underneath and a consolidator offer often on the table. We plan the write-offs, the building and the sale years before anyone signs a letter of intent.
High margins, several locations and a long runway to a sale or a partner buy-in. That is exactly where retirement stacking and exit planning pay for themselves.
Private practice, a group or a surgery center interest, often beside a W-2 hospital role. We plan each income stream and the household it lands in.
A clinic and an optical shop under one roof, inventory, equipment and often a building. We sort which strategies fit which side of the business.
Physical and occupational therapy, audiology, mental health and other licensed practices. If you own the practice, the same planning applies.
These are legitimate, IRC-cited strategies. Which ones fit, and in what order, is what the Plan works out for your practice.
We built three free tools so you can see exactly what you're missing: no account, no obligation, no sales pitch.
Enter your practice income and see estimated savings across all strategies in 60 seconds.
Calculate My Savings →Answer 13 questions to score your current tax strategy. Most practice owners are surprised by their score.
Score My Strategy →Upload your 1040 or 1120-S and see which strategies your CPA missed. Return never stored.
Scan My Return →The tax-strategy industry is full of advisors pushing one "miracle" play, whether Short-Term Rentals, real estate syndications, conservation easements, or captive insurance, because that's where their commissions or course sales come from. Here's how we're built differently.
Our advisory fee is the only way we get paid for the planning. We don't push you into a real estate syndication, oil & gas partnership, or insurance product because someone on the other end is paying us to. If a strategy gets recommended, it's because it fits your situation.
Most people overpay tax not from missing one exotic play but from missing simple ones in the right order. We start with Foundation moves that work for everyone earning $250k+ (S-Corp election, accountable plan, retirement contributions) and only introduce advanced strategies, like real estate, acquisitions, and charitable structures, when they actually fit your phase and risk tolerance.
Every strategy comes with the specific Internal Revenue Code section that authorizes it, plus the documentation that proves you qualify. If you're ever audited, we hand the IRS a binder showing exactly where the law allows what we did. We don't recommend strategies that depend on creative interpretation, weak documentation, or hope that no one checks.
The strategies that build lasting wealth aren't the ones that go viral. They're the ones that compound over decades, quietly, sequentially, and legally, for clients who have an advisor whose incentives are aligned with theirs.
Nobody should quote you a year of advisory before they have seen your whole picture, and you should not buy one before you have seen how we think. So there is a small first step, and a complete sample of it is public.
Your practice, your real estate, your retirement and estate plan, analyzed together by one advisor who is both a CPA and a CFP® — then walked back through with you, in order. see pricing credits back the moment you engage. You keep the written plan, and the complete sample is public before you spend anything.
The full engagement: all 80 strategies worked through the year, implemented and documented, with quarterly reviews and both returns included. This is where the savings in your Plan get done.
See What's Included →Not ready for planning? Bookkeeping, payroll and both returns as a service on its own. Planning only works on numbers you can trust, and plenty of practices start here.
See Bookkeeping & Compliance →If our tax planning doesn't identify strategies whose projected savings at least match that year's advisory fee, we keep working the plan with you at no additional charge through the end of it. That is The Eiduk Commitment™, and it is the reason the price is on the page.
Start with a written plan for your practice and your household, or see your numbers first in 60 seconds.
How Much Are You Overpaying? →Seen enough? Start with your Tax & Wealth Plan.
In a Tax & Wealth Plan we find the legal ways to pay less in taxes, save more money, and build your wealth. You walk away with all of it in writing.
Want to see one first? See a sample Plan · Not sure it fits? Book a free call
