Tax Preparation & Financial Planning for Residents

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

Your early years in the profession are undoubtedly challenging. The complexities of life come fast - for young doctors navigating medical training, long hours, trying to balance a semblance of life outside of the profession, all while the realities of adulthood, like finances, savings, and taxes, are also becoming your responsibility - it can be difficult to manage it all.

We work with residents and their families across the country navigate the world of money, helping to free up their time to invest in their career and other areas of life. From student loan planning, tax planning, first-attending contract reviews, investment and retirement planning, we’ve built a process specifically for you.

We offer scholarships to those in residency that can greatly discount, or even make free, the cost of planning and tax preparation. As fiduciaries and CPAs, our goal is to make high quality financial planning accessible.

  • Building the Foundation

    The greatest resource for young doctors is time. Yes, with years of training you may get a late start, but by putting the proper plans in place, you’ll be ahead of the curve in no time. From tax planning to retirement account investments, we’ll help you start your career on the right foot

  • Student Loans & Early Earnings

    The rising cost of med school and suppressed wages for residents mean that every dollar matters. We can create a student loan repayment strategy and cash flow plan to put you on the path that will help you maximize your future after-debt earnings and live stress free.

  • 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, MBA

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 attending physicians in many specialties and various points in their career. But when my wife was in her general surgery residency, I saw firsthand the dedication and resiliency required to be a successful resident, and set out to build a process that gives a resident truly what they need- a real fiduciary financial problem solver.

We want to help you leverage your hard work and abilities to find the financial freedom you deserve. Costs and fees can be found here.

Message me below if you’re interesting in having a conversation to get to know each other.