CONGRATULATIONS. YOU’VE MADE IT.
The search for your new CPA ends here.
Proactive tax planning and accounting for physicians—from a W-2 plus side income to full-time 1099 work and private-practice ownership.
One firm to coordinate it all: entity structure, payroll, taxes, retirement planning and bookkeeping. Business Casual Tax handles the business. You handle the patients.
It will only take a few minutes - rough numbers are fine - for our initial game plan to discuss on your call.
For physicians whose income needs more than annual tax preparation.
Most of my clients fall into one of three situations: a W-2 job plus side income, full-time 1099 work or private-practice ownership.
The goal isn’t just to file another tax return.
Most physicians I speak with already have someone preparing the returns. The question is whether anyone is actively coordinating the decisions that affect the result before year-end.
The question is whether anyone is actively looking at the rest of it, during the year, while it can still be changed.
Compliance tells you what happened. Planning helps decide what happens next.
Traditional tax preparation
Filing the return
Most contact happens around tax season
Reports what already happened
Planning often needs the client to start it
Business Casual Tax
Decisions made during the year
Opportunities identified before deadlines pass
Connects the tax plan to the business
Helps put the plan into practice
What happens next
Three steps, and the first one is short.
Already have a CPA? That’s completely fine. Most people who reach out do. The question is whether you’re getting the planning and the access you actually need out of that relationship.
The firm
I’m Kevin. I run the firm, and I’m the one you’ll talk to.
A CPA licensed since 2015, working with owner-led businesses, physicians and independent professionals. My approach is simple: understand the situation, build a plan that fits it, and help you actually execute it — so you spend less of your year thinking about tax.
Strictly business with the IRS. Delightfully casual everywhere else.
2015
Licensed CPA since
10+
Years with owner-led businesses
PSG
Physician Side Gigs referral partner