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Custom Tax Planning For Physicians

Caprock Financial, through a strategic relationship with Capital Preservation Services (CPS), has helped numerous physicians who own their own practices dramatically and positively impact his or her bottom line with an average of $60,000 in tax savings as well as assist our clients in the medical profession grow their practices through efficient marketing plans.

How we can help

Capital Preservation Services’ tax savings strategies are custom designed by seasoned and highly skilled tax attorneys for those in the medical profession. CPS tax planning strategies are not designed around contributing to a qualified retirement plan, purchasing equipment before year end, or buying an annuity. Through proper corporate structuring, CPS tax attorneys and tax professionals can legally reduce your tax liability. A CPS customized tax plan reduces the average client’s tax rate to 15-20% of income.

CPS provides an Audit Defense Plan to protect clients from potential penalties. For clients in the medical profession, CPS also assist in practice transitioning, business succession planning, and asset protection planning to complement your CPS tax plan.

President, Caprock Financial Group
Dereck is a native of Shallowater, Texas and was raised in a multi-generational farming family. He and his wife Heather are the proud parents of six children. He spends his spare time involved with his kids and the Shallowater Mustangs athletic programs (a school he quarterbacked only a stones throw from his childhood home).