Manage Your Money
Services • Taxes
Expert-Driven Tax Solutions
Tax Review, Reduction & Planning
Navigating taxes as a physician is uniquely challenging, with complex deductions, compliance requirements, and planning opportunities.
Physicians Thrive provides tailored solutions to help medical professionals optimize their financial outcomes. Our comprehensive services include detailed tax reviews to uncover savings, precise tax return preparation, and proactive tax planning to minimize liabilities.
With a focus on the unique financial circumstances of physicians, we make taxes simpler, ensuring you keep more of what you earn.
We specialize in…
How It Works
Physicians Thrive’s tax services follow a clear, step-by-step process tailored to medical professionals.
It starts with a detailed tax review to uncover missed deductions and identify opportunities for savings.
Next, our experts prepare and file your tax returns with precision and compliance, maximizing all eligible credits.
Finally, we provide proactive, ongoing tax planning, ensuring your financial strategies adapt to changing regulations and goals.
This seamless approach simplifies taxes, saves money, and protects your financial future.
Expert Tax Review
Discover overlooked deductions and hidden opportunities to save on taxes through an in-depth evaluation of past returns and financial strategies.
Precision Tax Returns
Simplify tax filing with detail-oriented preparation designed to capture every eligible deduction and credit specific to physicians.
Strategic Tax Planning
Minimize liabilities with year-round tax strategies tailored to align with your income, investments, and career goals.
Frequently Asked Questions
What is included in a tax review for physicians?
A tax review analyzes past returns, highlights missed deductions, and identifies opportunities for future tax savings tailored to a physician’s unique financial situation.
How do you simplify tax return preparation for busy physicians?
Our experts handle every detail, ensuring compliance and maximizing deductions while minimizing time spent on the process.
What makes your tax planning services unique for physicians?
We focus exclusively on proactive strategies, such as entity structuring, tax-efficient investments, and reallocation of expenses, tailored to medical professionals.
Related Services
110,500 Physicians
…and Counting
We’ve educated and served thousands of physicians.
Our team has helped physicians in all 50 states better understand their unique financial situations.
7,000+ satisfied physicians
– Jigar Panchal
I worked with Dave Swan recently for disability insurance. Dave and his team were very professional and courteous. He was always available for questions and was overall a pleasure to work with.
– Saurabh Singhal
I couldn’t recommend Dave & Steve Stratman for contract review services more. I also further have a meeting set with Dave to discuss disability insurance and continue our discussion about financial education and planning in the upcoming weeks.
– Nick Peacock
Great company to work with, helped me set up own occupation disability insurance and were very helpful and great at explaining things along the way.
– Ealena Callender
I have been very pleased with Physician’s Thrive. Their representatives are always responsive and helpful. Michaela is pleasant and eager to help. It is great to have one reliable place to go for a wide range of services. I highly recommend them to anyone who asks.
– Doug Zaruta
Top notch all-inclusive financial planning, contract review, accounting, tax planning, and more. Dave Swan is a true professional with strong values and integrity. He and the entire team at Physician’s Thrive are trustworthy, reliable, and accessible.
– Jake Luther
Michaela provided excellent advice regarding student loan repayment, investments, and home buying when I was entering residency. I highly recommend her and this company for any physicians that are in search of financial advising.
– Colton Roessner
Michaela gave a great presentation on medical student financial literacy and making the transition from student to resident to attending physician. I would highly recommend her for anyone with financial questions about medical student loans and financial planning!
