Free Tool — Year-End Tax Planning

What should you do before December 31?

Most of the highest-value tax moves for physician practice owners have a hard deadline of December 31 — not April 15. After that date, some options disappear entirely. Get your personalized action list before the window closes.

Prepared by Askia Roberts, CPA (GA Lic. CPA038784) Checklist emailed instantly — no sales call Ranked by estimated tax impact for your situation

First name *

Email *

Practice entity structure *

Tax filing status *

Projected net practice income this year (before contributions; after expenses) *

Current retirement plan *

Your age

Year-end situation (check all that apply)

Planning to purchase equipment or software before year-end Net profit is coming in higher than I expected this year My practice is on cash basis accounting (most physician practices are) Considering an S-corp election or entity structure change for next year

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