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Rubric Financial

For high-income professional — physician, lawyer, dentist, or partners

Accounting & Tax for Doctors, Lawyers, Dentists, and Partners

High-income professional tax is K-1 income from multiple partnerships, equity comp with AMT exposure, multi-state filings as you practice across state lines, defined benefit plans, and estate planning. A generalist CPA optimizes maybe a third of what's available. We work the whole stack.

Schedule a Consultation

Your partner replies within one business day · year-round access · fee-only, no kickbacks

Sound familiar?

Where your current setup is falling short.

  • K-1s arrive after April 15 every year — you've been extending and paying penalties for years
  • ISOs sitting unexercised because nobody's modeled the AMT impact across multiple years
  • You're a partner in 3+ entities across multiple states with no coordinated tax strategy
  • Your CPA filed your return but didn't proactively model defined benefit / cash balance plans, RNOR (if applicable), backdoor Roth, or Augusta Rule
  • You've never had a documented owner comp / partner draw analysis
  • Your CPA goes dark from April 16 through October 15 — but tax decisions don't pause

What we'd do for you

The plan, tailored to your situation.

Coordinate K-1s across all your entities

Basis tracking per partnership, phantom income management, quarterly estimates from K-1 projections, automatic extension every year, multi-state non-resident returns where required.

Multi-year ISO exercise planning to minimize AMT

We model the AMT impact of each potential exercise level across 3–5 years and identify the optimal annual exercise schedule. Same for RSU vesting and ESPP timing.

Stack the retirement plans

Solo 401(k) + cash balance + DB plan combinations for high-income solo practitioners. $200K+/year of tax-deferred shelter where the right facts apply.

Apply every owner planning lever

Augusta Rule, accountable plan reimbursements, backdoor Roth, mega backdoor Roth, QBI optimization, charitable giving via DAFs, capital gain/loss harvesting.

Year-round access

Your CPA picks up in July, not just April. Email response within one business day. No per-question fees, ever.

Fee-only, no kickbacks

We don't sell insurance, annuities, or investment products. Our only revenue is your monthly retainer. No conflicts.

Ready to see what this looks like for your business?

Tell us about your specific situation and we'll scope a plan tailored to your needs — fixed monthly fee, no per-question billing, one business day response.

Schedule a Consultation

What a typical engagement covers

  • Personal tax with multi-state filings and K-1 coordination
  • Business tax for any practice or entity you own
  • Quarterly estimated tax management
  • Annual tax planning meetings (October–November)
  • Multi-year ISO/RSU/ESPP exercise modeling
  • Retirement plan selection and ongoing administration coordination

Every engagement is scoped to your business. Single service or full stack — we'll recommend the right level of support and quote a fixed monthly fee within 48 hours of an intro call.

See the full service catalog: Services overview · The full financial stack

Resources and tools for high-income professional — physician, lawyer, dentist, or partners

Free tools

Guides

Related industry pages:High-Income ProfessionalsHealthcare Practices

What you can count on

Three commitments, written down.

CPA-signed accuracy guarantee

If a Rubric-signed return triggers a math-error notice, we fix it and pay the penalty. CPA review on every filing.

One-business-day response

Your partner replies within one business day — and there's no per-question fee. Year-round access, not just tax season.

Fee-only, no kickbacks

We don't sell insurance, annuities, or investment products. Our only revenue is your monthly fee. No conflicts.

Tell us about your business.

We'll propose a plan tailored to your situation — fixed monthly fee, scoped to your needs, no surprise add-ons.

Schedule a Consultation
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