MEDICATAX:
The Doctor’s Source for Financial Well-Being
Taxes and insurance are different for physicians and their families. MEDICATAX takes a proactive approach allowing you to keep more of the money you make.
Our Services — Tailored to Physicians and Their Families
We have decades of experience in tax planning for heathcare professionals. We take a proactive approach allowing you to keep more of the money you make.
We specialize in providing life and disability insurance for healthcare professionals and their families.
We have extensive expertise in the market for healthcare professionals, and will tailor a plan that fits your needs and budget.
What Our Clients Are Saying
“With MEDICATAX, I have experienced significant reduction in the amount of taxes that I have to pay yearly. Their online portal makes uploading documents and asking questions very smooth. Steve has vastly increased my knowledge of tax strategies for myself and my business. I highly recommend him.”
—Jose B., Cardiologist
“MEDICATAX has been helping our family with a range of financial needs for twenty years, implementing and planning over time. Today, I am part of a thriving medical practice. We continue to be secure in the knowledge that MEDICATAX has always been looking out for my family’s best interest.”
—Claudia R., OB/Gyn
“Disability insurance was important to me, and I wanted the best policy that would protect me in my specialty. My agent helped me with the choice of top-rated carriers and explained in detail the options that were best for me. He walked me through the application process and was right there with me to ensure a successful outcome.”
—Katherine L., Internist
“We have worked with Steve and his staff since our first year as international medical graduate residents. They listened to us and helped guide us to make the best decision in our situation. They regularly review our growing needs and proactively make suggestions to help us save on taxes and provide for our family.”
—Deepak P., ER Physician