Resident/Fellowship Advocate Program

Consilium Tax Services has created an advocate program for medical residents and fellows. Medical residents and fellows get the following for only $100** per year while in their respective training programs:

  • Tax preparation (Personal 1040 only, no business/ partnership tax returns)
  • Customized student loan repayment strategies and organization
  • Access to our secure vault for document exchange and financial organization
  • Access to a CFP® professional and Enrolled Agent for all of your tax and student loan issues.

*The resident/fellowship advocate program is for residency and fellowship only. Attending physicians are encouraged to engage Consilium Management Group for their financial planning needs.

**There are adjustments to the $100 fee for state income tax returns, Married Filing Separate and Schedules A, B, C, D, & E