R
Rachel Michaelov
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Aug 12, 2026
Stop Overpaying Taxes: A Tax Strategist Reveals the Strategies Doctors Are Missing Featuring Rachel Michaelov, EP 274
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Tracy CherpeskiHOST
'Cause it-- So what does it look like when you sit down with a client who's doing this, this? Like, what are you actually seeing?

Rachel MichaelovGUEST
So I work with so many healthcare professionals, and they come to us on our discovery call, and they're like, "Rachel, I have a dental CPA," or, "I have a healthcare CPA, and I have a $500,000 tax liability." So I go, "You have a CPA all year round.

Rachel MichaelovGUEST
How do you have a $500,000 tax liability? How does that make sense?" And it makes me so angry when I see that because you hired guidance, and you would think that the guidance that you had would help you throughout the year, but they didn't.

Rachel MichaelovGUEST
I recently had a doctor that came to us with a $1.2 million tax liability, and we were able to help him save, you know, that down to zero.

Rachel MichaelovGUEST
He actually got a, a $24,000 refund just by working with us, and he had a dental CPA, and no one was able to help him present specific tax strategies to reduce his liability.

Rachel MichaelovGUEST
So we see this consistently, and most of them have dental or doctor CPAs, which is crazy because you would think that if you have a CPA, you wouldn't owe millions of dollars.

Rachel MichaelovGUEST
But when you work with a CPA, you need to know, "Are you going to do tax strategy for me?" And that's like the key question that most doctors, dentists, healthcare providers should be asking.