Attention Medical Practice Owners

We'll Save You At Least $50,000 In Taxes In 14 Days Completely Done-For-You, Or You Don't Pay.

We focus only on physician and medical practice taxes, and we work right alongside the CPA you already have.

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The Firm Behind The Offer

EA
Enrolled Agent, the highest credential the IRS awards
$300K to $10M+
in annual revenue across Matt's clients
2 years
of past returns reviewed for missed savings

Is This You?

Who Is This For?

Who This Is For:

  • You own a medical practice and take home about $500,000 or more a year from it.
  • Your CPA files on time, but you only hear your tax number in April, when the year is already over.
  • Your practice keeps growing, and a bigger share of each new dollar goes to the IRS.
  • You want someone to put the moves in place for you, not hand you a folder of ideas.
  • You want every move explained in plain language, with the paperwork kept so it holds up.
  • You're ready to act before December 31st, while the moves still count for 2026.

This Is Not For:

  • Owners who take home a lot less than $500,000 a year.
  • Doctors who only draw a hospital paycheck, with no practice to run.
  • Anyone who only wants a return filed.
  • Anyone hoping to pay no tax at all.
  • Anyone who wants write-offs that won't hold up if the IRS asks.

100% Done-For-You

Here's Everything We Do For You

How Matt's Advisory lowers your tax bill, from the first look at your returns to the day you file.

We Review Your Last 2 Years

We go through your last two years of returns and how your practice is set up today, project what you'll owe, and put a dollar amount next to every move you've missed.

We Fix How You Pay Yourself

We look at how your practice is set up (LLC, S-Corp or C-Corp) and how you pay yourself, then put the right setup in place, from an S-Corp election to a fair salary.

We Set Up Your Retirement Plan

We pick and set up the retirement plan that fits your age and income, from a Solo 401(k) to a cash balance plan, so money headed to the IRS stays yours.

Your Practice Pays You Back

We set up a signed plan so the practice repays the home office, phone and car costs you cover yourself, and we put family members on payroll the right way.

We Plan All Year Long

We check in every quarter, adjust as the practice grows, and time moves like new clinic equipment so they land before December 31st and count this year.

We Work With Your CPA

We work alongside your CPA, financial advisor and attorney, and we keep the paperwork behind every move, so your return matches and holds up if the IRS ever asks.

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Still On The Fence?

Frequently Asked Questions

Do I have to replace my CPA?+
No. We work alongside your CPA, financial advisor and attorney, not instead of them. Your CPA keeps filing, and we stay on each move until the savings show up on your return.
What happens in the first 14 days?+
We go through your last two years of returns and how your practice is set up today, then show you where at least $50,000 in estimated tax savings should come from, with a dollar amount next to each move. Then we put those moves in place for you. If the numbers don't reach $50,000, Matt will tell you straight. The savings themselves show up when your return is filed.
Is $50,000 realistic for my practice?+
It's built for practice owners who take home about $500,000 or more. In one sample Matt walks through (a made-up owner, every number estimated), a physician who owns her practice and takes home about $550,000 saves around $57,000 in federal tax from three normal moves: a bigger retirement plan, timing equipment she was buying anyway, and having the practice repay her work costs. If you take home well under $500,000, or most of your income is a hospital paycheck, there usually isn't enough tax in the bill, and Matt will tell you early.
Will these moves hold up if the IRS ever asks?+
No one can promise you'll never get an IRS letter, but what keeps a move clean is paper. That means signed plan papers and on-time deposits for a retirement plan, the invoice and in-use date for equipment, and receipts plus a signed policy for costs the practice repays. We build that file as we go, and Matt would rather tell you to skip a move than help you take one that won't hold up.
Do I have to buy equipment to save on taxes?+
No. Buying gear you don't need just for the write-off means spending $40,000 to save about $7,500. The bigger levers are how you pay yourself, a retirement plan sized for your age, and costs the practice can repay you for. If you were buying equipment anyway, we time it so the write-off lands in the right year.
Is it too late to lower my 2026 taxes?+
No, but the clock is real. Your last payroll of the year, equipment put to use and owner costs the practice repays all have to be done by December 31st to count for 2026. A few moves, like a health savings account deposit and some retirement plan funding, can stay open until April 15th. The savings show up when your 2026 return is filed.
What does it cost?+
We don't publish our fee online. You'll hear the exact number up front on the strategy call, before you agree to anything. Most of our clients save more in year one than they pay us in five.
Who will I actually work with?+
You work one-on-one with Matt Peterson, an Enrolled Agent, which is the highest credential the IRS awards. He works only on physician and medical practice taxes, and you can look him up in the IRS's public directory of credentialed tax preparers before you ever talk.
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One Last Step

Want To Know What Your Practice Could Still Save Before December 31st?

On the strategy call, Matt asks how your practice income reaches you, what big changes are coming next year and who else helps with your money, then looks at your numbers. If it's a fit, you'll see the next step, and if it isn't, he'll tell you.

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The case studies and results on this page are real but are not a guarantee of future results. Every business and tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.