Glenn Advisory

As a doctor, it’s hard to find an accountant who understands and appreciates your unique tax planning needs We take the time to ensure that you’re paying the least amount of tax possible

• DEDUCTION CHECK We review prior year returns and discuss your situation with you to be sure we're utilizing every eligible deduction
• The most commonly missed are home office, mileage, and depreciation

We review prior year returns and discuss your situation with you to be sure we're utilizing every eligible deduction The most commonly missed are home office, mileage, and depreciation

• BUSINESS ENTITY SELECTION As a self-employed physician, you have some choices to make regarding which entity type to use
• We optimize this choice by considering employment taxes, the Qualified Business Income Deduction, the administrative costs of each, and your other sources of income

As a self-employed physician, you have some choices to make regarding which entity type to use We optimize this choice by considering employment taxes, the Qualified Business Income Deduction, the administrative costs of each, and your other sources of income

• RETIREMENT PLAN OPTIMIZATION We determine the break even points of making pre or post tax deductions while taking into account your marginal tax rate and the effect of the Qualified Business Income Deduction

We determine the break even points of making pre or post tax deductions while taking into account your marginal tax rate and the effect of the Qualified Business Income Deduction

• TAX FAVORED INVESTMENTS We review the tax benefits of investing in various tax favored investments like Opportunity Funds, oil & gas, and real estate

We review the tax benefits of investing in various tax favored investments like Opportunity Funds, oil & gas, and real estate

SO MUCH MORE THAN JUST TAX RETURNS

Our comprehensive and methodical approach to tax services gives you the peace of mind that you’re doing everything you can to lower your taxes Our services go beyond the annual tax return and allow for a thorough analysis of your situation from the start and for each year that we’re your CPA

Do you know that feeling that you get when you do something great for someone else? Wouldn’t it be nice if you knew you could also benefit your bottom line on Tax Day while helping a fantastic nonprofit or charity? We call that a win-win, my friends If you think about all the good done in your community and around the world by nonprofits and charities, it is astounding Several health and human service organizations, schools, shelters, theaters, and more operate as a nonprofit

Annual Tax Projection: A check-up near the end of the year to make sure you’re on track for estimated payments and withholding We also identify any last minute planning opportunities This helps avoid a surprise tax bill and minimizes IRS penalties

BY FOCUSING ON PHYSICIANS WE ARE ABLE TO OFFER A SPECIALIZED TAX SERVICE THAT INCORPORATES ALL THE TAX STRATEGIES RELEVANT TO YOUR SPECIFIC NEEDS. PLUS WE’RE EASY TO WORK WITH!