Preferred Vendors

The page lists 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:

Ashraf Advisory PLLC

450 Century Parkway, Suite 250-289, Allen, Texas 75013

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.

Cerebral Tax Advisors

2042 Town Center Blvd PMB110
Knoxville, TN 37922
(865) 281-1461

Fox & Company

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

Profitable Insight, Inc
(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


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:

Anne M. Meyer

Snell & Wilmer LLP
(602) 382-6595

Heather B. Bader

Faegre Drinker Biddle & Reath LLP

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

Meredith J. Sesser PLC

Sesser Law LLP

16030 Ventura Blvd.
Suite 320
Encino CA, 91436
+1 (310) 954-2181

Bonding Companies:

Colonial Surety Company

123 Tice Boulevard
Suite 250
Woodcliff Lake, NJ 07677
+1 (800) 221-3662

Self-Directed Banks:


Solera National Bank

319 S Sheridan Blvd
Lakewood, CO 80226
(303) 209-8600

Titan Bank

Dallas Main Office
3100 Monticello Ave,
Dallas, TX 75205