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Do You Earn More Than $1M Annually?
Nuvanta Advisory

Do You Earn More Than $1M Annually?

Tired of your CPA not being “creative”? Or does it feel like you’re the one always coming up with ideas to save on taxes?

That will change today. We will significantly reduce your tax liability using proactive and creative tax strategies. At our firm, we understand that no one likes to write a big check to the government.

Welcome to Your Private Financial Office
Nuvanta Advisory

Welcome to Your Private Financial Office

At Nuvanta Advisory, we help dental & medical professionals turn high income into lasting wealth. As a physician, your focus is on changing lives — ours is on helping you preserve what you’ve earned, minimize tax liability, and secure your legacy for generations to come.

We specialize in working exclusively with doctors, dentists, and high-earning healthcare professionals who are ready to take control of their financial future through smart, strategic planning.


Tax Strategy
Nuvanta Advisory

Most Doctors and Dentists Don’t Have a Tax Problem — They Have a Tax Strategy Problem.

At Nuvanta Advisory, we specialize in proactive, year-round tax planning exclusively for high-earning medical and dental professionals. This isn’t bookkeeping. It’s not last-minute prep. It’s a strategic approach designed to help you:

  • Legally reduce your tax liability
  • Structure your income for long-term growth
  • Protect your wealth and legacy

Tax planning is a vertical niche — and it’s one most professionals overlook until it's too late. If you’re waiting until April, you’re already behind.

What We Do

Tax Strategy & Optimization

Proactive planning to reduce your tax burden legally and efficiently. We look ahead — not just back — to help you keep more of what you earn.

Wealth Structuring & Asset Protection

From practice income to real estate and investments, we help you build structures that protect your assets while fueling long-term growth.

Legacy Planning

Your impact doesn’t stop when you retire. We help you build generational wealth with purpose — through trusts, charitable strategies, and succession planning.

Family Office Services for Physicians

A single, trusted point of coordination for your financial world: taxes, investments, estate planning, insurance, and more.

Why Us
Why Us

Why Nuvanta

Specialized in Healthcare
We understand the complexities of doctor-specific income, business ownership, and lifestyle.

Private & Personal
We work with a limited number of clients to ensure deep, individualized attention.

Forward-Looking
While others look at what happened last year, we focus on where you're going.

FAQ

Most Popular Questions

Explore our comprehensive Q&A section, designed to address your most pressing tax concerns and provide clarity on how TaxAlchemy can assist you.

How much does it cost to work with you/your team?

Our company Tax Alchemy provides tax planning and implementation services as a flat rate fee based on the tax strategies needed to reduce your tax bill. This can range from as little as $12k up to $150k. At our parent company KDA inc. you may inquire about tax preparation services.

Do you take a percentage of the tax expense you save me?

No. At Tax Alchemy we work on a flat rate fee basis. We do not onboard customers. We guarantee to save in taxes equal to or greater than the investment the customer makes or their money is returned without question. This is contingent on strategy implementation.

Can Tax Alchemy do my taxes?

Our customers under TA (Tax Alchemy) file tax returns with our parent company KDA inc. Our tax strategists at Tax Alchemy will be happy to consult with our tax preparation team at- KDA inc. to file your individual, business and trust/estate returns. KDA inc. is the parent company to Tax Alchemy.

Do I sign with you for 1 year, or is it a long-term subscription?

Tax Alchemy is a 1 year commitment with the ability to renew each year to update your tax plan, and to remain in the community.

What if I'm not in the financial position to use Real Estate to leverage a lower fax expense?

Real estate is not the only means to reduce tax. If your investment goals do not include real estate, our tax strategist will focus on strategies outside of real estate to meet your tax saving needs.

Let’s Talk About Your Legacy

Whether you're mid-career, approaching retirement, or building your practice, Nuvanta Advisory is here to help you make smarter moves with your money — now and for the future.

Let’s start with a conversation.

Let’s Talk About Your Legacy