Beyond the W-2: How Strategic Planning Reclaimed $115,000
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…
From Hamster Wheel to Financial Freedom: How a Successful Orthopedic Surgeon Is Reclaiming His Wealth
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…
More Income, Less Taxes: How Terra Firma Helped Turn a $200k Curveball Into a Tax Planning Victory
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…
Orthopedic Surgeon Achieves Significant Tax Reduction and Asset Protection
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…
Entrepreneur Finds $100K in Tax Savings After Years of Feeling Underserved by CPAs
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…
Initially Skeptical Surgeon Sees $154k in Tax Savings and Places High Value on Terra Firma’s Expert Guidance
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…
Busy Physician Outsources the Complexity—and Builds a Smarter Financial Future
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…
W2 Physician Tired of Being “Eviscerated” by Taxes Finds a Strategic Path to Wealth
T.K., an anesthesiologist, came to Terra Firma seeking a more effective and sustainable way to secure his financial future. Initially, T.K. admitted to some skepticism, wondering how much could be…
Critical Care Doctor Tired of Sales Pitches Finds a Team Focused on Strategy and Support
S.K, a high-earning physician, initially connected with Terra Firma due to his significant frustration with his high taxes and the inadequacy of his existing financial guidance. On his initial call,…
Professor of Medicine Maximizes His Consulting Income with a Strategic Tax Plan
R.F., a professor of medicine, knew for a long time that there was more he could do to minimize his taxes. He just hadn’t gotten around to finding someone who…