Jeff Greene, Owner and CEO

MedTax

✓ VETTEDWhat our “Vetted” badge means. The "Vetted" designation means we have spoken with the firm’s founder about their services and reviewed their publicly available information and reviews. Please note: some "Vetted" firms may be past or current clients of our company. This badge is not financial advice or an endorsement. We do not verify state licenses, credentials, or conduct background checks. You are strictly required to conduct your own extensive independent research to validate any professional before engaging their services.Book intro call

Reviewed by our editors · medtaxco.com ↗

Our verdict

Medical practices are the entire client list, so the tax planning is built around how a practice actually earns and pays its owner. Year-round work rather than a return filed in April, and the whole offer is aimed at doctors who are busy and behind on the numbers.

Serves

Medical practices

Location

Remote, nationwide

Services

Tax planningAccountingBookkeepingFractional CFOPayroll

✓ Why they passed vetting

Medical practices only, so the advice starts from how a practice pays its owner rather than from a generic small business template. They look for tax-saving opportunities without waiting to be asked, which is the thing practice owners most often say is missing. Practice accounting, bookkeeping, payroll and CFO advisory sit with the same team, so the monthly numbers and the tax plan are not in two places. Free retirement and S corp calculators on the site, so you can test a question before you talk to anyone.

✕ The heads-up

Nothing negative has come back to us. Anything that does will be published here.

Who this firm is not for

Anyone outside healthcare, since medical practices are the whole focusAnyone wanting a single return filed with no ongoing relationshipPractice owners who want someone local to sit down with, since there is no published office