Preferred Vendors

Preferred Vendors

Below is a list of financial professionals that we work with. Each financial professional is unique, so make sure you do your own due diligence to find a professional that fits your needs. Please also see our disclaimer.

CPAs and Tax Professionals:

Cerebral Tax Advisors

www.cerebraltaxadvisors.com

At Cerebral Tax Advisors, we are focused on minimizing your tax obligations and helping you build financial independence. With over 20 years of experience, Cerebral purposely keeps its client list small to provide a white-glove client experience through proactive, year-round tax planning while avoiding surprises. Physicians and healthcare professionals nationwide work with Cerebral to lower their personal and business taxes by an average of 48% annually through court-tested and IRS-approved tax strategies. The investment in our services is flat-rate pricing and quoted upfront. Contact us for a free Tax Discovery Session to see if we are a good fit.

Ashraf Advisory PLLC

450 Century Parkway, Suite 250-289, Allen, Texas 75013
arsalan@ashrafadvisory.com
972-992-0946

Ashraf Advisory is a CPA firm based out of Dallas, TX accepting clients across all states. We work with you to strategically plan for taxes and take tax deductions designed for physicians in an increasingly changing regulatory environment. Our clients are wide in size from one provider physician independent contractors to fully built multi-owner practices and everything in between. Tax preparation, tax planning, payroll and bookkeeping all done in one place with multiple planning sessions. Contact us to learn more.

Fox & Company

907 Paris Road
Mayfield, Kentucky 42066
(270) 247-6087

Glenn Advisory

Schedule a Call
david@glennadvisory.cpa
(808) 321-5664

David Glenn, CPA provides tax strategy and preparation services to practice owner and independent contractor physicians all across the country.

Kislay Shah CPA PC

15 Glen Street
Suite 206
Glen Cove, New York 11542
(646) 328-1326
www.shahcpaus.com

Kislay Shah CPA PC is a full-service CPA firm with over 25 years of experience, serving clients across the United States. We specialize in tax planning, return preparation, financial reporting, and attest services, with a strong focus on the unique needs of healthcare professionals and physician practices.
 
Our deep understanding of the medical field allows us to streamline practice operations, manage overhead, and implement strategies that enhance financial efficiency and compliance. We also provide expert financial due diligence for mergers and acquisitions involving medical practices, ensuring a smooth transition and informed decision-making.
 
Kislay Shah CPA has authored numerous articles on healthcare finance and regularly speaks at medical and professional conferences, sharing insights on financial best practices for physicians.

Profitable Insight, Inc


Sarah@profitableinsight.com
(317) 828-1159

We help business owners maximize tax savings through intelligent tax planning.  We have helped hundreds of small business owners throughout the country develop and implement forward thinking tax strategies to ensure they pay the least amount in tax, and enhance the profitability of their business. As tax professionals designated by the American Institute of Certified Tax Coaches (AICTC), we are part of an elite network of tax professionals who are trained to help our clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. Contact us to discuss here: Profitable Insight

Physician Tax Solutions


1-855-693-7829

More and more physicians and high-income professionals are turning to Physician Tax Solutions. Founded in 2016 by David Auer, Physician Tax Solutions uses an innovative concierge model that provides full-service tax preparation and proactive strategies that keep more dollars in the pockets of our clients.

ERISA Attorneys:

Alison J. Cohen

Ferenczy Benefits Law Center

acohen@ferenczylaw.com
www.ferenczylaw.com
(678) 399-6604

Anne M. Meyer

Snell & Wilmer LLP

ameyer@swlaw.com
(602) 382-6595

Heather B. Bader

Faegre Drinker Biddle & Reath LLP

1800 Century Park East, Ste. 1500
Los Angeles, CA 90067
heather.bader@faegredrinker.com
(310) 203-4054 office
(310) 229-1285 fax

Bonding Companies:

Colonial Surety Company


123 Tice Boulevard
Suite 250
Woodcliff Lake, NJ 07677 
info@colonialsurety.com
www.colonialsurety.com
+1 (800) 221-3662

Self-Directed Banks:

Fortis Bank


1550 17th Street Suite 100
Denver, CO 80202
clientservices@fortisbankus.com
www.fortisbankus.com
(720) 616-4000

Solera

Solera National Bank


319 S Sheridan Blvd
Lakewood, CO 80226 
www.solerabank.com
(303) 209-8600

Titan Bank


Dallas Main Office
3100 Monticello Ave,
Dallas, TX 75205
972-590-3500
www.titanbank.com

Emparion, LLC does not provide legal, investment or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact financial results. Emparion cannot guarantee that the information herein is accurate, complete, or timely. Emparion makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.