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Rachel Michaelov

Aug 12, 2026

3:57
'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?
4:04
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.
4:21
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.
4:35
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.
4:45
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.
4:57
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.
5:09
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.
9:27
Wow.

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