THE TAX PLANNER EXPERTS

Is your CPA helping you to SAVE on your Income taxes or just filling out the forms?

Our CPA is different. We proactively work with our clients to SAVE THEM MONEY ON INCOME TAXES.

Commitment

Your financial goals
are our top priority

We embody unwavering expertise, garnered through years of industry mastery. Our team’s extensive knowledge and refined skills ensure effective solutions, fostering trust and delivering excellence.

At our core lies a dedication to perpetual innovation. We thrive on pioneering approaches, leveraging cutting-edge technologies, and fostering a culture that encourages imaginative solutions.

We hold ourselves responsible for our actions, commitments, and the outcomes we deliver. This unwavering commitment builds trust, transparency, and lasting partnerships with our clients.

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Years of industry experience

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Digital projects completed

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Reports delivered monthly

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Certified financial advisors

Financial planning

Strategic planning
for optimal growth

Crafting precise financial roadmaps aligned with your business objectives.

  • Optimize resource allocation
  • Adapt to market changes
  • Achieve long-term goals
Performance analysis

In-depth financial performance analysis

Analyze and enhance financial performance for sustained growth.

  • Identify strengths and weaknesses
  • Optimize operational efficiency
  • Increase revenue streams
Investment advisory

Expert advisory tailored
for maximum returns

Tailored investment strategies for optimal returns and risk management.

  • Capitalize on market opportunities
  • Minimize investment risks
  • Realize growth potential

Our customer success stories

Discover how businesses like yours transformed with our software. Real stories of growth, innovation, and success.

J. Melendez’s Strategic Tax Transformation: A Case Study

Discover how The Accounting Doctor’s customized tax strategies helped J. Melendez reduce a daunting tax liability and secure his financial future, resulting in over $600,000 in tax savings.

Maximizing Medical Revenue: Dr. Keith's Financial Turnaround

See how The Accounting Doctor helped Dr. Keith transform an overwhelming tax liability into a financial triumph, saving millions through strategic tax planning and innovative investment strategies.

Maximizing Investments for Mortgage Brokers: Kevin & Nicki's Story

Learn how Kevin and Nicki, veteran mortgage brokers, transformed their portfolio of rental properties into a fortified financial strategy with The Accounting Doctor, saving nearly $90,000 in taxes.

Tangible results shared here

Discover how our financial expertise transformed businesses like yours, delivering exceptional results and growth.

I’ve been working with TheAccountingDoctor for my business over the last year for assistance with processing of our Employee Retention Tax Credit. That process went very well and we decided to expand our work with The Accounting Doctor to assist with end of year income tax planning. Thru the direct efforts of The Accounting Doctor late in December 2023, we were able to save close to $30,000 of taxable income by converting our sole proprietorship to an S-Corporation. Mr. Adam Remis CPA assisted with answering all of our questions on a timely basis and also started to work with my wife’s business as well. My wife and I look forward to working with Adam to save on income taxes in 2024 and beyond. I highly recommend The Accounting Doctor.
Peter Tilles

Founder & CEO

Accounting Doctors worked with my company, walking me through every step in a clear and understandable fashion. They told me what they would deliver, they did and within the promised timeframe. I highly recommend working with Accounting Doctors!
Michele Basch

Founder & CEO

We met Mr. Remis at a tax planning conference in December of 2023 and we instantly knew based on his insightful questions and his responses that he was the person for us. We have nearly 10 rental properties and they found a way to organize our accounting chaos to meet not only risk management goals but also to reduce our tax compliance complexities. We saved over $50,000 in income taxes by working with Mr. Remis and his Firm, The Accounting Doctor.
Kevin & Nikki Erickson

Founders & Co-Owners

Help center

Got a question?
Get your answer

Quick answers to questions you may have. Can't find what you're looking for? Get in touch with us.

Our consulting optimizes strategies for sustainable growth and improved financial performance.

We blend expertise with personalized approaches, focusing on client-centric solutions.

Starting a business can offer significant tax advantages. It is a case-by-case decision based on individual goals and needs. We can help evaluate if this strategy aligns with your financial objectives during a personalized consultation.

Our fees vary depending on the specific tax strategies implemented and services provided. We offer a tailored approach, ensuring that we understand your unique situation to provide a detailed fee structure.

Yes, we prepare and file tax returns as part of our comprehensive service package for high net worth clients. While bookkeeping isn't a core service, we ensure all your financial management needs are seamlessly integrated.

Yes, our main office is located in San Francisco, with additional locations in Phoenix, AZ, and Houston, TX. We serve clients nationwide and leverage technology to provide services remotely. Additionally, our founder, Adam Remis, is available to travel to meet clients as needed to ensure personalized service.

Let's connect

We’re here to help

Are you ready to take control of your finances and achieve your financial goals? Our expert financial advisors at The Accounting Doctor are here to help you every step of the way. Whether you’re looking to optimize your taxes, grow your wealth, plan for retirement, or simply gain peace of mind about your financial future, we have the expertise to guide you.

What to Expect:

During your free comprehensive consultation, you’ll receive personalized advice tailored to your unique financial situation. Here’s what we can cover in our session:

  • Tax Optimization: Learn strategies to minimize your tax liabilities and maximize your income.
  • Wealth Management: Discover investment opportunities and strategies to grow your wealth.
  • Retirement Planning: Create a plan to ensure a comfortable and secure retirement.
  • Budgeting and Savings: Set realistic financial goals and develop a plan to achieve them.
  • Insurance and Risk Management: Ensure you have the right insurance coverage to protect your assets.

Why Choose Us: At The Accounting Doctor, we pride ourselves on delivering proactive and comprehensive financial planning services. Our team of seasoned experts is dedicated to helping you achieve financial success and peace of mind.

An insightful consulting firm with an engaged team, offering solutions blending analytics and creativity.

Adam B. Remis, CPA

Founder & CEO