Doctor in New Jersey Takes a Different Path
The story: When this member and his wife first met with Terra Firma, they said “We don’t know anyone else in our circle working with a tax strategist, so we’re…
West Coast Doctor Wants Efficiency and Finds it With Terra Firma
The story: As a father of young children, this member conveyed a strong desire to be as efficient as possible in his work, with the income he earns, and with…
Chiropractor in California Achieves Tax Savings and Peace of Mind
The story: A California chiropractor knew it was time to move on from his accountant, who he felt wasn’t doing much more than checking boxes for him each year. He…
Holistic Doctor and Business Owner in California Says “I’m Euphoric”
The story: A practice and business owner in California was introduced to Terra Firma through a mutual acquaintance. Despite being in his late 50s, he said he’d “never heard the…
Professor of Medicine Maximizes His Consulting Income With a Strategic Tax Plan
The story: A professor of medicine came to us knowing that there was more he could do to minimize his taxes - he just hadn’t gotten around to finding someone…
Critical Care Physician Says “You NAILED it.”
The story: A New York physician found Terra Firma online and spoke on his first call about how he felt like “just a number” to his financial advisor, and that…
Radiologist Achieves $340,000 in Tax Savings with Terra Firma
The story: An east coast radiologist had tried many ways to lower his taxes and offset his high W2 income, but the strategies he’d deployed hadn’t worked well. He knew…
University Professor Enjoys $180,000 in Tax Savings
The story: Teaching in three states at three different universities for many years, our member had been diligent about saving for retirement and had amassed a large number of different…
Urologist Sees $500k+ in Tax Savings
The story: A urologist in Texas came to us knowing he could be paying far less in taxes as part-owner of his practice. His accountant was “very conservative” and “by…