What is Holistic Tax Services?
When we practice Holistic Tax Services we are focused on developing solutions that meet your goals and are right for you. We look at your “whole” picture and consider not just your tax needs but also your insurance, investment, legal, legacy and family needs. Others will look at you as just another client and they will give recommendations that make them look good or make them money - as a company founded by a Spouse of a Doctor, we understand that you need support from so many angles - if we focused just on tax, we would be doing a disservice to you. We do not believe that the “Tax Tail Should Wag the Dog” but we do believe that it should be attached.
BOOK A FREE REVIEW CONSULTATION
All review consultations are free. We will cover where you are at, what you want and how to get there.
We will be available to you, work with you and understand your goals. We will only work with great advisors who can support you like we can. We will let you focus on being a Doctor.
I started working with my Dad in 2006 at his accounting firm. While learning from my Dad, I earned my Chartered Accountant designation as top 1% of writers. While studying for my exams, my wife, graduated Medical School in 2009. I learned that while many people want to work with Doctors, most do not truly understand their needs. As a spouse of a Doctor and a trusted advisor for many Doctors, I saw a need to provide a holistic approach to doing my job - starting with Tax.
TaxForDoctors was born out of this desire to service Doctors while using Technology, multi-disciplinary teams and a Big Picture approach.
Michael has the following designations:
Chartered Accountant, Chartered Processional Accountant
Certified Public Accountant (Arizona)
Trust and Estate Practicioner (TEP)
Family Enterprise Advisor (FEA)
CICA In-Depth Tax
Outside of accounting Michael is a Peer Advisor Group Moderator for Family Enterprise Xchange and has served on various boards in roles including President, Treasurer and Secretary.