The firm every physician is told to call.

Tax planning, filing, bookkeeping, and payroll, built for physicians.

Serving thousands of physicians in all 50 states

Our story

Doc Wealth is a physician focused tax planning, filing, and bookkeeping firm founded by a physician. We work with thousands of physicians in all 50 states across W-2, 1099, K-1, and practice owner situations, on short and long term planning that helps them keep more of what they earn.

It started because our founder, Dr. Mark Applegate, an emergency physician, kept watching the same thing happen to the people he worked with. A physician becomes an attending, the income jumps, and the return goes to a preparer who sees a handful of physicians a year. It gets filed, it is accurate, and that is the last conversation until the following spring. Nobody calls throughout the year about entity structure, deductions, CME, or whether the rental property is doing any tax work. Doc Wealth was built to close that gap.

Our services

Tax planning

Tax preparation

Bookkeeping

Payroll

Entity formation

What your members can expect from us

Your members reach their tax team year round, not a general queue in April.

Every return gets reviewed before it is filed.

The same tax team stays with a member season after season, so nobody starts over explaining their situation.

By becoming part of Doc Wealth, your members get

Full service for W-2, 1099, K-1, and practice owners: tax planning, filing, entity formation, payroll, and bookkeeping.

A tax team of tax attorneys, CPAs, and enrolled agents that works exclusively with physicians, plus a dedicated contact for member questions.

An education platform covering 60+ topics with live webinars, plus a session built for your members at no cost.

The ability to start any month of the year, not just in the spring.

This site is general information about our services. It is not tax, legal, or investment advice for any specific situation, and it does not create a client relationship.