Location-neutral physician-specific CPA?

[mountaindoc]

Hi all,

I live in a small town and am looking for a accountant with extensive physician-specific experience. Fox & Associates seems amazing, but we don't really need services that are quite so comprehensive. We just need someone to help answer some questions about the S Corp I recently set up, help us decide whether to do something like a defined benefit plan to keep under the $315K limit, and do our taxes (I've been doing them myself prior to setting up the S Corp). It's hard to find a niche accountant in such a small town, and I don't need to meet with anyone in person.

Any suggestions about an accounting group/person/resource for location-neutral physician-specific CPAs?

Thank you!

 

[jfoxcpacfp]

Welcome to the forum and thank you for the compliment. I think you may be underestimating the complexity of your situation and the value that a comprehensive CPA firm can bring. I’m afraid it might be difficult to find such a firm.

For some reason, CPA firms have not been as forward-thinking as financial services firms to develop virtual niches for clients across the US. I believe it is an obvious opportunity that just has not developed yet. I have seen a a few weak efforts that haven’t really gotten off the ground.

All of the niche firms I am aware of are local and regional, not national; however, that doesn’t mean you can’t find what you seek, just that I don’t know where to point you.

Good luck! This article may be helpful: How to find a great CPA

[MPMD]

FYI I pay Laura at Fox an hourly rate for basically exactly this kind of thing.

She doesn't do my taxes but I ended up paying her for about 2 hours of advice on specific questions and she keeps a running timer of our convos.

Incredibly helpful for me and I don't have a yearly commitment or "plan."

Not sure they do tax prep on an ad hoc basis but I know Johanna can weigh in.

[The White Coat Investor]

You wouldn't believe how hard it is for me to find people that do this. I am frequently asked for this service, but there aren't very many out there providing it. Seems like a huge opportunity for enterprising CPAs. There are hundreds of financial advisors focused on docs, but hardly any CPAs.

[jfoxcpacfp]

MPMD wrote:

FYI I pay Laura at Fox an hourly rate for basically exactly this kind of thing.

She doesn’t do my taxes but I ended up paying her for about 2 hours of advice on specific questions and she keeps a running timer of our convos.

Incredibly helpful for me and I don’t have a yearly commitment or “plan.”

Not sure they do tax prep on an ad hoc basis but I know Johanna can weigh in.

Click to expand...

No, we don’t do tax prep on an ad hoc basis because, if that is all a physician needs, they can almost always DIY. That’s just not how we deliver value.

(edited to add) But thanks, as always, for the referral   .

[mountaindoc]

Thanks to all for the replies. I appreciate it!