Medical Professionals

Medical professionals devote their lives to caring for and treating others. This calling requires substantial focus and energy, leaving little time to handle other problems such as financials and taxes. That is where we come in. We are here to help and we specialize in the following areas:

Income Tax Planning

Income Tax Planning for Doctors/Dentists and Medical Professionals


Financial Reporting and Analysis


Retirement Plan Analysis

Compensation Consultation

Deferred Compensation and Benefit Optimization

Tax Strategies

Industry Specific Tax Minimization Strategies

Practice Consultation

Medical Practice Comparability Study and “Best-Practice” Sharing


Accounting Oversight and Enhancement

Vestboard is devoted to stewardship through enhancing your financial future,
your life and the human experience.