Tax Planning for Physicians & Medical Professionals

Strategic tax planning for high-income physicians with W-2 income, side practices, real estate investments, and multi-state exposure

Built for Physicians with Complex Tax Situations

  • High W-2 income with limited deductions

  • Side practices (LLC or S-Corp)

  • Real estate investments (direct or syndicated)

  • Multi-state filings

  • Equity compensation or partnership K-1

Common Issues We See with Physician Clients

  • Overpaying taxes due to poor entity structure

  • Missed opportunities around retirement planning and timing

  • No coordination between W-2 income, side business, and real estate

  • Surprise tax bills despite “high income”

  • CPAs who don’t understand both medical compensation + complex structures

How We Help

  • Proactive, year-round tax planning (not just filing)

  • Entity structuring for side practices (LLC vs S-Corp)

  • Coordination of W-2 income, investments, and real estate

  • Multi-state compliance and planning

  • Long-term tax efficiency, not aggressive positions

Why Work With SL Tax & Advisory

  • Founded by a CPA with Big 4 and mid-size firm experience

  • Deep experience with partnership taxation and complex K-1s

  • Direct access to your CPA — no handoffs, no offshore teams

  • Selective client base to ensure responsiveness and quality

Ready to Discuss Your Situation?

This call is for introductions and determining fit. No tax advice or analysis is provided during the intro call.

Schedule a Complimentary Intro Call