We’re Good with Numbers
15+
$30,000
~35%
>300
Years of CPA and Tax Strategy Experience
Average Reduction in Taxable Income
Contract Negotiation Average Hourly Rate Increase
# clients supported by our team's experience
SERVICES
Taking Your Tax Strategy to
the Next Level
Contract Negotiation
Physician rates can vary dramatically based on detailed negotiation strategies with the hospitals/groups. We have consistently seen 25-50% increases in overall rates after contract review strategy has been implemented
Tax Strategy and Filing
The difference between a CPA that files taxes and one that focuses on tax strategy can mean well over $30,000 dollars in tax savings on average. We have the top tax strategy talent that will create a custom plan to ensure you maximize your savings
Monthly Bookkeeping and Payroll Management
We streamline the administrative and time intensive processes so that you can focus on your business through our amazing team saving you countless hours each month and making tax filing a seamless process
ABOUT
Our Experts Are the Finest
Who We Are:
Doc Wealth was Founded in 2023 by Dr. Mark Applegate, Laxman Pichappan (CPA and Tech CFO) and Steven Gabrielsen (CPA and Expert Tax Strategist). We are dedicated to helping doctors like you optimize your financial health through maximizing revenue and minimizing taxes through strategic tax planning and thorough contract analysis. Our team comprises seasoned tax advisors and experts on W-2 and 1099 tax strategies. We understand your time is extremely valuable and thus are focused on a concierge service to save you the time and money by providing custom on demand services prescribing tax strategies for a dose of financial wealth.
Warm regards, Dr. Mark Applegate, Laxman Pichappan and Steven Gabrielsen Co-Founders Doc Wealth LLC
Laxman Pichappan
Co-Founder
CPA / MBA Berkeley
15+ Years of Experience
Experience:
Apple
Juul Labs
Ernst & Young
KPMG
Groupon
Pocket Network
Dr. Mark Applegate
Co-Founder
Contract & Locums Expert
Head of Contract Negotiations
Experience:
ER Attending
Independent Contractor
35+ Credentialed Sites
Direct Contract Locums
Contract Review
Negotiation Consulting
Steven Gabrielsen
Co-Founder
Head of Tax
CPA 8+ Years of Experience
Experience:
URS Corporation
HP
SLG Advising
Creative Advising
Our Services:
1. Tax Strategy and Filing:
- Creation of LLC / S Corp Annual Tax Filing
- Communication Channel with Doc Wealth
- Community and CPA Expert for Ad Hoc questions on tax strategy
- Quarterly live video or call sessions with personal CPA for in-depth to review tax strategy
- Customized tax planning to minimize liabilities and maximize savings Bookkeeping streamlined for year end tax filing
2. Contract Negotiation:
- Comprehensive analysis of employment agreements, partnership contracts, and vendor agreements
- Identification of potential risks and areas for improvement
- Negotiation support to ensure favorable terms and conditions
-Full Physician Locums support
Why Choose Us:
Expertise:
Our team’s in-depth knowledge of the healthcare sector and tax strategy ensures that you receive advice that is both relevant and practical. Our team is led by experts in each line of service. Dr. Applegate achieves consistently the top 5% LOCUMS negotiated rates for his specialty and our CPA Team is led by Steven Gabrielsen who is an expert in tax strategy with a focus on LLC / S Corp, real estate, oil and gas investments having serviced hundreds of clients and saved over $30k on average.
Personalized Service:
We take the time to understand your unique circumstances and tailor our services to meet your specific needs. Several of our team come from tech companies and have created a process to make the experience seamless from personal box and slack accounts to track receipts as well answer any questions on the fly.
Doctor Founded:
We are the first doctor founded tax strategy company that enables us to have a personalized lense to your journey and needs! Our services include Physician Contract Negotiation and LOCUMS consulting that is unique to Doc Wealth.
Thank you for considering Doc Wealth as your trusted partner in tax strategy and contract review. We look forward to the opportunity to work with you and contribute to your continued success.
Pricing
Concierge Service
$3,799
Add Ons
See Below
W2 / 1099 Tax Filing Including 2 States and Federal
Year End Bookkeeping consolidation
Quarterly Tax Payment Estimates
Personal Tax Strategy Session
Group Q&A Sessions Monthly
Access to private community channel content
-
Additional Filing per State $199
-
Spouse W2 / K1 Add On $349
-
Additional LLC $499
-
Monthly Bookkeeping / Payroll Management $599
-
Spouse 1099 Add On $1,399
-
LOCUM Contract Negotiation $1,499
-
Real Estate Implementation $2,999
TESTIMONIALS
CONTACT
Let’s Work Together
Laxman@Docwealth.io | DrApplegate@Docwealth.io | Steven@Docwealth.io
Feel free to reach out if you have any questions or book a Calendly appointment: