Our MediTax Program is an exclusive annual advisory and implementation program tailored specifically for physicians and medical offices. This specialized program is designed for our esteemed clients who are dedicated to maximizing tax savings. It features monthly coaching sessions to keep you on track and ensure that you always have an advisor supporting you.
Doctors, physicians, and medical professionals spend years mastering their craft to care for patients. However, managing and growing their wealth often requires a different expertise. Having a CPA who specializes in the financial and tax needs of medical professionals can make a significant difference. Our specialized services help ensure that your earnings are protected from unnecessary tax liabilities and that you receive accurate, actionable financial advice.
We are fully committed to ensuring the success of our clients. If you do not achieve the projected tax savings after the first year, you will receive an entire year of service at no cost. This is a testament to our confidence in our ability to deliver results and our dedication to your success.
Jorge L. Verar brings over 20 years of experience in audit and tax preparation for various industries, including healthcare. With dual CPA certifications in Texas and the Philippines, as well as credentials as a Certified Fraud Examiner and Certified Information System Auditor, Jorge offers unparalleled expertise in tax preparation and advisory services for medical professionals. He will personally oversee your tax preparation to ensure precision and compliance.
The MediTax Program is an annual advisory and implementation program tailored for physicians and medical offices, designed to maximize tax savings and provide continuous support.
You will have a dedicated Certified Tax Advisor who will work with you throughout the year, providing personalized support and monthly coaching sessions.
Strategies may include maximizing deductions for medical equipment, optimizing business structure for tax efficiency, and claiming travel expenses as business deductions.
Your financial plan will be reviewed quarterly to ensure it remains on track and any necessary adjustments are made.
The year-end filing package includes a comprehensive tax savings plan, compiled reporting forms, and important documents for tax return filing.
You can contact your tax advisor via email for efficient communication and phone for urgent matters.
If you do not achieve the projected tax savings after the first year, you will receive an entire year of service at no cost.
A study to determine reasonable compensation based on your industry, role, and responsibilities to meet S-Corp filing requirements with the IRS.
The MediTax Program is specifically designed for physicians and medical offices, providing tailored tax strategies and financial support.
We employ robust security measures and adhere to strict confidentiality protocols to protect your personal and financial information.
Medical practice income statements, expense records, previous year’s tax return, and any other relevant financial documents.
Yes, our team has extensive experience with complex tax issues specific to the medical field.
You can schedule an appointment by calling us at (713) 389-8048, emailing us at info@jvcpa.com
Yes, we provide virtual consultations and tax preparation services for convenience.
Contact us immediately. We offer audit support and representation services to help resolve any issues with the IRS.
Our team will conduct a thorough review of your financials to identify all eligible deductions and credits specific to your profession.
Yes, we offer comprehensive tax planning services to help you optimize your tax situation and minimize liabilities throughout the year.
Absolutely. We provide expert advice on retirement plans, estate planning, and strategies to secure your financial future.
Our fees vary based on the complexity of your tax situation. Contact us for a personalized quote based on your specific needs.
We employ robust security measures and adhere to strict confidentiality protocols to protect your personal and financial information.
