Attention Practice-Owning Doctors

If You're A Doctor Earning $500K+ A Year, We'll Save You At Least $50K In Taxes This Year, Or You Don't Pay

Most CPAs just file your taxes, but we work on them all year, while there's still time to lower the bill.

Book A Strategy Call

The Firm Behind The Offer

$140,000
saved by one surgeon without changing jobs
Nearly 20
years of David's work on individual and business taxes
42
Google reviews from our clients

Is This You?

Who Is This For?

Who This Is For:

  • You're a doctor earning $500,000 or more a year.
  • You own your practice, or you get paid through your own S-corp or LLC (1099).
  • Your accountant files your return every spring, but nobody looks ahead while the year is still open.
  • You already max out your 401(k), maybe a backdoor Roth too, and you've been told there's nothing left to do.
  • Each year your income goes up, and your taxes grow even faster.
  • You'd rather keep seeing patients than learn the tax code yourself.
  • You want big decisions, like buying equipment, bringing in a partner or buying your building, looked at before you make them.

This Is Not For:

  • Doctors on someone else's payroll (W-2) who don't own a practice or bill through their own company.
  • Doctors earning under $500,000 a year.
  • Anyone who only wants a return filed each spring.
  • Anyone who wants to try a strategy without the setup and records behind it.

100% Done-For-You

Here's Everything We Do For You

How David and his team handle the tax side of your practice, start to finish.

We Go Through Your Returns

We start with your recent returns, your practice and how it pays you, then project the year ahead to find every legal move your situation qualifies for.

We Set Up How You're Paid

We review your entity and what you pay yourself through it, then make the payroll changes so your salary and your profit are split the right way.

We Set Up Bigger Retirement Plans

When it fits, we set up a retirement plan through the practice, like a cash balance plan, that takes much bigger contributions than a 401(k).

We Handle The Paperwork

Our team does the setup, the paperwork and the documentation behind every move, including costs you pay out of pocket that the practice can cover, so each one is done right and on record.

We Prepare And File Your Return

We prepare and file your return ourselves, so every move we set up lands on it exactly as planned, and we give audit support for every return we prepare.

We Meet With You Every Quarter

Each quarter we update your projections and look at big decisions before you make them, like buying equipment, bringing in a partner or buying the building you practice in.

Book A Strategy Call

On The Record

Does It Actually Work?

“
We had another accountant that was doing our taxes, and they were doing that, just filling out the paperwork. And year over year, we're like, this is not working... We feel completely supported.
DD
Dr. Dunbar
Family physician
“
I'm a physician and I recently had the chance to work with David Boatswain on an initial tax strategy assessment... He even helped me think about the Augusta rule and accountable plans in a way I could immediately apply.
DJ
Dr. Jason Chang
Physician
“
...demonstrated how implementing the right strategies could potentially save me six figures or more.
DE
Dr. Elie Geara
Boatswain CPA client

Still On The Fence?

Frequently Asked Questions

Do I have to replace my accountant?+
No, and you don't have to decide anything about your accountant before we talk. Most clients choose to stay with us after the first year, because we keep watching the savings, update the projections and make sure the benefits actually show up. When we prepare the return ourselves, every move we set up lands on it exactly as planned.
I already max out my 401(k). What's left?+
Usually a lot, once you own a practice or bill through your own company. The practice can sponsor retirement plans that take far more than a 401(k), and there's also the split between your salary and your profit, costs you pay personally that the practice could cover, and when you buy equipment. Each one only counts if it's set up correctly, and that's the part we handle.
Is this legal, and will it hold up?+
Yes. These are rules Congress wrote into the tax code on purpose, and when you own a practice, they apply to you as a business owner. David's background is in audit at Ernst & Young and Mitchell & Titus, so every move is set up correctly and documented, and we give audit support for every return we prepare.
Is it too late to lower my 2026 taxes?+
No, but the calendar matters. The moves that count for 2026 only count if they're finished before December 31st, so the sooner we start, the more of this year we can still use. The savings show up when your 2026 return is filed.
How much does it cost?+
Our fee depends on the scope and complexity of your situation, so David quotes it up front on the strategy call, before you commit to anything. And if we don't save you at least $50,000 in taxes this year, you don't pay.
Do you work with doctors outside New York?+
Yes. Our office is in Brooklyn, New York, and our clients are spread across the country. You'll work with David and his team directly, and you'll always know who to call when something comes up mid-year.
What happens on the strategy call?+
David goes through your practice, how it pays you, what you expect to earn this year and last year's tax bill. Then he shows you which moves you qualify for and roughly what they'd save you on your 2026 taxes. If we can't save you enough to make it worthwhile, he'll tell you so on the call.
Book A Strategy Call
One Last Step

Ready To See Which Moves Can Still Lower Your 2026 Taxes?

On the strategy call, David looks at your practice, how it pays you and last year's tax bill. You'll leave knowing which moves fit you and roughly what they'd save you before December 31st.

Book A Strategy Call

The case studies and results on this page are real but are not a guarantee of future results. Every business and tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.