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 – it’s a huge chunk of our salary.”

M.M. had the opportunity to continue taking his income as W2 or to switch to 1099, and he wanted some expert guidance on which made the most sense for him.

He said he had a lot of questions and didn’t have the time or expertise to find all the answers himself, and would rather pay a team to handle it all for him.

Matt’s first-year tax savings were right around $100,000, and as he and his wife went through the Terra Firma membership process, seeing their Cash Flow Map, Asset Map, and strategic tax plan, they both agreed that working with the Terra Firma was one of the best decisions they’ve made for their family and financial future.