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CPA4Drs™ — No B.S. Doctor-First Guarantee

The Wealthy Doc System® to meet your personal and business needs

CPA4Drs™ No B.S. Doctor-First Guarantee

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1. Flat Monthly Fees. No Surprise Invoices. Ever. What doctors hate: Shady invoices, backend fees, and refund skimming. What we do: You’ll always know what you’re paying—no hourly guessing games, no “after the fact” fees. If your situation changes, we update the price transparently.

2. 48-Hour Response Guarantee. What doctors hate: Getting ghosted or followed up days before the deadline. What we do: You get a dedicated CPA who responds to all emails and messages within 2 business days—or your next month is free.

3. Signed Engagements. Locked-in Scope. What doctors hate: Accountants who skip formalities, then upsell later. What we do: Every engagement starts with a signed agreement that clearly outlines what’s included. We won’t bait-and-switch or nickel-and-dime you later.

4. Annual Tax Strategy Call. Booked In Advance. What doctors hate: “They just file my return—no planning.” What we do: Every client gets a scheduled annual strategy call (Q3 or Q4) to proactively reduce taxes—plus a written summary you can share with your financial advisor.

5. Audit & CRA Support Included. What doctors hate: “When I got audited, they abandoned me.” What we do: If you’re audited, we respond to the CRA or IRS and guide you every step—at no extra charge (unless it goes legal).

6. We Fire Ourselves. If We’re Not a Fit What doctors hate: Getting stuck with a firm that doesn’t care. What we do: If after 3 months you don’t feel we’re the right fit, we’ll help transition you smoothly—no hard feelings, no guilt trip.

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