Glenn Advisory

Glenn Advisory is a CPA practice that concentrates on tax planning for doctors. It takes on physician clients from across the country and looks at each client's situation from the start rather than only filing a yearly return.

What Glenn Advisory offers

• Deduction review — checking prior returns for missed items such as home office, mileage and depreciation.
• Business entity selection — choosing a structure for self-employed physicians, weighing employment taxes and the Qualified Business Income Deduction.
• Retirement plan planning — working out when pre-tax or post-tax contributions make more sense for the client.
• Tax-favoured investments — reviewing the tax effect of options such as Opportunity Funds, oil and gas, and real estate.
• Year-end tax projection — a late-year check on estimated payments and withholding, with any last planning steps.
• Charitable giving advice — structuring donations to nonprofits so they also help at tax time.

Who it works with

Physicians, including self-employed doctors, from all over the United States.

Key facts

• Specialism: tax planning for doctors
• Client base: nationwide