P.K., a high-earning radiologist, came to Terra Firma with serious doubts. “I’m just leery… it sounds too good to be true,” he said on his first call. “It’s not you—it’s…
R.K. and his wife are veterinarians and practice owners in Florida, earning roughly $2M annually, most through K-1 distributions. With no clear financial strategy and no retirement accounts in place,…
S.C. and his wife, successful dentists with nearly $1M in annual income, came to Terra Firma feeling stuck. “We’re in a 37% tax bracket,” they said, “and our CPA isn’t…
M.H., a radiologist, and his wife, also a physician, were two W-2 docs earning a combined $830,000 annually, and they knew they needed more than the basic tax help they…
At 55 years old, T., a thriving orthopedic surgeon, knew it was time for a better plan. Despite running a successful practice and getting support from his CPA and financial…
When O.E., an anesthesiologist, partnered with Terra Firma for strategic tax planning, his 2024 plan was already positioned to reduce his overall tax burden. But when a $200,000 unexpected partnership…
K.M., an orthopedic surgeon and part-owner of his practice, sought a more sophisticated approach to managing his finances, primarily driven by a desire to reduce his substantial tax burden and…
J.S., a successful physician and entrepreneur, reached a point of significant frustration with his existing tax advice.He said "I pay a CPA firm, but they haven't been able to teach…
N.D., a surgeon, and his wife who is also a doctor, sought a more effective approach to managing their significant tax burden. As high-income W2 employees with a combined gross…
M.M., a family physician in the southwest, reached out to Terra Firma to help ease his tax burden. “It’s just pretty ridiculous the amount of money that’s going to taxes…
