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Location-neutral physician-specific CPA?

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  • Location-neutral physician-specific CPA?

    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!

     

  • #2
    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
    Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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    • #3
      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.

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      • #4
        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.
        Helping those who wear the white coat get a fair shake on Wall Street since 2011

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        • #5




          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   .
          Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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          • #6
            Thanks to all for the replies. I appreciate it!

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