Tax Preparation & Financial Planning for Pediatricians

Concierge Tax, Financial, and Retirement Planning Programs Designed Specifically for Pediatricians

Being a pediatrician is an incredibly demanding specialty, but one that also hopefully comes with much joy and purpose. Whether you work in private practice or as part of a hospital system, the complexities and pressures of professional life make balancing a semblance of life outside of the profession difficult; it certainly leaves little time to navigate the growing complexity of physician finances.

We work with residents, young attendings, and established attendings in pediatrics, serving their families across the country to navigate the world of money. From student loans, taxes, contract reviews, investments, retirement planning, and everything in between we’ve built a process specifically for you. If you are a resident or young attending, we offer scholarships that greatly discount, or even make free the cost of planning.

As fiduciaries and CPAs, our goal is to make high quality financial planning accessible, affordable, and empowering.

  • The Foundation & Maximizing Your Career

    After residency and some of the immediate financial strain subside, your career begins to unfold. This is your opportunity to build the life you want for yourself. Crafting student loan strategies, tax preparation and retirement savings plans, we can help the financial puzzle fit and build a solid foundation.

  • Wealth & Tax Complications

    As earnings grow, so too do opportunities to build lasting wealth. Whether buying rental homes, expanding your practice, or any part of life in between (marriage, children, divorce), financial and tax life can get complicated; we keep you organized so you can spend time efficiently.

  • Living Uniquely

    A financial plan is more than just a document. It’s an exploration of where you are and where you want to be. Many of the doctors we work with feel a “calling” to medicine. We can help you find the financial freedom to explore for your passions, professionally and personally.

Steven K. Howell,
CPA, CFP

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

For decades across the country we’ve served physicians in many specialties and various points in their career. When my wife was in her general surgery residency, we saw firsthand the dedication and resiliency required to be a successful physician, and updated our service offerings to fit what modern physicians need - a real financial problem solver.

We want to help you leverage your hard work and abilities to find the financial freedom you deserve.

All of our services are tailored to your needs and come with access to our mobile planning app. Costs and fees can be found here. Message us below if you’re interesting in having a conversation to get to know each other.