Dr. Mark Applegate
Founder & Board Certified Emergency Medicine Physician
For Physicians Who Want To
Accelerate Financial Independence With Strategic Tax Planning
Build your long-term wealth with an elite team of Tax Attorneys, CPAs and Enrolled Agents for comprehensive and customized tax planning year-round.
Recommended By:
Recommended By:
You Deserve To Feel Successful As A Physician, Not Worried About Your Financial Future
Many physicians feel their CPA isn’t responsive, proactive, or contributing to their long-term wealth. Without expert guidance around tax planning, you risk:
Wasting time with taxes instead of growing your practice.
Working long hours only to generate a higher tax bill.
Delaying retirement without a secure financial plan.
Missing opportunities to keep more income.
Build Long-Term Wealth With Strategic Tax Planning
At Doc Wealth, our elite team of Tax Attorneys, CPAs, and Enrolled Agents provide fast, comprehensive, and customized tax planning year-round so you can focus on what matters while you accelerate financial independence.
You'll reach new levels of success when you have:
More time to focus on patients and growing your practice
Fast answers from your CPA anytime you have a question
A tax plan that's unique to your business
Guidance to make informed choices that align with your financial goals
More income in your pocket to save and invest for your future
Fast answers from your CPA anytime you have a question
A tax plan that's unique to your business
Guidance to make informed choices that align with your financial goals
More income in your pocket to save and invest for your future
More time to focus on patients and growing your practice
A tax plan that's unique to your business
Guidance to make informed choices that align with your financial goals
More income in your pocket to save and invest for your future
More time to focus on patients and growing your practice
Fast answers from your CPA anytime you have a question
You'll reach new levels of success when you have:
More time to focus on patients and growing your practice
Fast answers from your CPA anytime you have a question
A tax plan that's unique to your business
Guidance to make informed choices that align with your
financial goals
More income in your pocket to save and invest for your future
Build Long-Term Wealth With Strategic Tax Planning
At Doc Wealth, our elite team of tax attorneys, CPAs, and Enrolled Agentsprovide fast, comprehensive, and customized tax planning year-round so you can focus on what matters while you accelerate financial independence.
You'll reach new levels of success when you have:
More time to focus on patients and growing your practice
Fast answers from your CPA anytime you have a question
A tax plan that's unique to your business
Guidance to make informed choices that align with your financial goals
More income in your pocket to save and invest for your future
Build Long-Term Wealth With Strategic Tax Planning
At Doc Wealth, our elite team of tax attorneys, CPAs, and Enrolled Agents provide fast, comprehensive, and customized tax planning year-round so you can focus on what matters while you accelerate financial independence.
You'll reach new levels of success when you have:
More time to focus on patients and growing your practice
Fast answers from your CPA anytime you have a question
A tax plan that's unique to your business
Guidance to make informed choices that align with your financial goals
More income in your pocket to save and invest for your future
Build Long-Term Wealth With Strategic Tax Planning
At Doc Wealth, our elite team of tax attorneys, CPAs, and Enrolled Agents provide fast, comprehensive, and customized tax planning year-round so you can focus on what matters while you accelerate financial independence.
You'll reach new levels of success when you have:
More time to focus on patients and growing your practice
Fast answers from your CPA anytime you have a question
A tax plan that's unique to your business
Guidance to make informed choices that align with your financial goals
More income in your pocket to save and invest for your future
What Our Clients Are Saying
I signed with them months ago after extensive research and couldn’t be happier. I interviewed four groups and found them affordable, knowledgeable, and approachable. They focus on physicians, especially K1/1099 earners, and offer a great platform with live and recorded classes. Their CPAs are both personable and skilled—rare in my experience. They helped me set up payroll with GUSTO, provided excellent bookkeeping templates, and maximized my deductions. They're responsive, helpful, and a huge upgrade from my last CPA. No incentives for this review—just sharing my positive experience!
Dr. Ansari
I interviewed four groups and found Doc Wealth to be what I was looking for (affordable, knowledgeable, approachable, friendly, etc), and at this point, I 100% recommend them. They are solely focused on physicians, and I think many of us are K1 and or 1099. They have a great platform in Circle, and I love the live and recorded classes they do. CPAs are top notch (read, personable, and knowledgeable, unusual combo IMO). They helped me set up with Gusto (payroll), and have great education/templates on figuring out all my bookkeeping and helping me max out my deductions. They are responsive to questions and very helpful to me in all regards. I'm generally not a fan of CPAs, and had such a hard experience with my last one, but so far it's gone very well for me.
Dr. Ledvina
Doc Wealth has taken a unique approach to disrupting an industry that has long been known for poor communication and lack of proactive planning. The hands on approach, quick response times, diverse team including tax attorney, CPA's, engineers is a testament to their focus on providing the best customer experience end to end in tax services. Their tech platform streamlines the entire process from communication to educational content to tax filing. They are the Uber in the ride hailing space disrupting yellow cabs.
Dr. Patel
If I knew about Doc Wealth I would’ve made more money and kept more money in my pocket. My experience with group has been amazing and I have set up a better finance and tax strategy now that I’ve started hustling as an attending. Dr. Applegate has helped me to negotiate better rates and strategies which have doubled my monthly income. The CPA Team has been very hands on in setting up my LLC, Payroll, and Tax strategies that I can use not only this year but will help how I plan my future.
Dr. AJ
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Ways We Work
Unlock The Blueprint for Building Long - Term Wealth
Entity Formation and Compliance
Our team assists in the seamless formation of entities such as LLCs, PLLCs, and PCs, guiding you through the process and ensuring all requirements are met.
Tax Planning and Filing
We focus on tax planning over tax filing. This approach supports clients in achieving sustained financial growth.
Monthly Bookkeeping and Payroll Management
We streamline the administrative and time-intensive processes so that you can focus on your business while our expert team saves you countless hours each month and makes tax filing seamless.
Meet The Team
Physician Focused Tax Planning To Optimize Wealth
Doc Wealth is a specialized tax planning and preparation service founded by Dr. Mark Applegate, designed specifically to meet the unique needs of doctors and other medical professionals.
The platform combines cutting-edge technology with personalized attention from Tax Attorneys, CPAs, and Enrolled Agents to deliver comprehensive tax solutions. Recognizing the complexities of the medical profession, Doc Wealth offers a customized tax plan that’s aligned to clients’ specific goals.
Doc Wealth's tech-forward approach ensures that clients have easy access to their tax team and that all areas of their taxes are truly transparent. This blend of technology and personalized service enables physicians to manage their tax obligations effciently while focusing on their demanding careers.
Tax Planning Solutions Beyond Annual Returns
Personalized evaluation session
Design and implement tax plan
Year-round, ongoing support
Customized Tax Planning
Dedicated CPA with daily offce hours
Responses within 48 hours
Entity creation, payroll, tax templates
Concierge Service
Tutorials on tax planning
Direct messaging with CPA
Live Q&A with community
Educational Platform
Choose the Concierge Package That Fits You Best
Find the Right Package for You
Concierge Plus
Best for: Practice owners, real estate investors, or those with complex finances
Designed for individuals with multiple income sources (e.g., medical practices, K-1s, real estate)
Ongoing monthly support and communication
Full bookkeeping and payroll setup
Ideal for those wanting hands-on, year-round tax and business support
Proactive tax planning and annual filing
Concierge 1099
Best for: Physicians or professionals with 1099 and/or K-1 income
Focused on independent contractors and self-employed individuals
Proactive tax planning and annual filing
Optional add-ons for bookkeeping and payroll
Great for those who need flexibility and basic support with room to grow
Concierge W-2
Best for: Physicians or professionals with only W-2 income
Simplified service for straightforward tax situations
Includes essential annual tax filing
Clean, efficient, and stress-free
Perfect for busy professionals who want reliable support without the extras
Here's How To
Pave The Way To Financial
Freedom And Early Retirement
Step 1: Book a Call
Let's discuss your unique business challenges and design a plan that fits your long-term goals.
Step 2: Get Strategic Solutions
We’ll implement your customized tax plan to grow your income with anytime access to us with questions.
Step 3: Generate Long-Term Wealth
Get peace of mind knowing you can keep more of your hard-earned income and accelerate financial independence.
Tax Planning Solutions Beyond Annual Returns
We're not just fling your taxes once a year. Every client receives year-round support with tax education content, concierge services and customized tax planning.
Customized Tax Planning
Personalized evaluation session
Design and implement tax plan
Year-round, ongoing support
Concierge Service
Dedicated CPA with daily offce hours
Responses within 48 hours
Entity creation, payroll, tax templates
Educational Platform
Tutorials on tax planning
Direct messaging with CPA
Live Q&A with community