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Tax Strategy built for

1099 physicians

who are tired of overpaying

If you are earning strong 1099 income, you may have far more tax-planning opportunity than your current CPA has shown you. We help physicians understand and implement strategies like S-Corp optimization, retirement plan design, and other proactive moves that can meaningfully reduce taxes when used correctly.

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WHO QUALIFIES…

1099 Tax Doctor specializes in assisting self-employed professionals lower tax liability. Any individual with 1099 income above $200,000 per year may qualify for the full 1099 Tax Doctor Program. For those who fall under that 1099 income level we also offer a personalized tax strategy.

DO I QUALIFY?
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ABOUT…

1099 Tax Doctor was founded by an Emergency Physician who experienced firsthand how difficult it was to find clear, strategic guidance for 1099 income. Today, our team of tax and financial professionals helps independent physicians and self-employed professionals keep more of their hard-earned income through proactive planning and coordinated strategy.

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"We saved nearly $40,000…

My wife and I feel extremely fortunate to have come across this incredible and reasonably priced service; frankly, we wish we had met them earlier!  We absolutely (and actively) are recommending 1099 Tax Doctor to our professional colleagues."

- Dan F., DO, FACEP

Choose the Service That Fits Your Practice

Both tiers combine physician-focused tax preparation with proactive planning. Choose based on how your 1099 income is structured and how much business support you need.

Services Personal Plan Best for physicians filing 1099 income on Schedule C who do not need ongoing S Corp, payroll, or bookkeeping services. Business Plan Best for physicians operating through a medical S Corp who want entity, payroll, bookkeeping, and business tax support.
Annual investment $3,540/year 12 monthly payments of $295 $5,940/year 12 monthly payments of $495
Tax preparation and planning
Initial CPA/tax-attorney consultation Included Included
Personal federal return Form 1040 included Form 1040 included
State returns Up to 2 included Up to 2 included
1099 business return Schedule C for medical practice Form 1120-S for medical S Corp
Additional business activities Billed at-cost Billed at-cost
Annual tax projection Estimated tax owed and final Q4 payment Estimated tax owed, reasonable salary, and retirement contributions
Quarterly estimated-tax guidance Included Included
199A/QBI and SALT optimization Included Included
Government tax-notice support Included Included
Entity and business services
Entity guidance State-specific LLC/PLLC/PC and multistate guidance State-specific LLC/PLLC/PC and multistate guidance
Entity formation $500 additional fee, if recommended Medical S Corp formation included
EIN and S Corp election EIN included with optional entity formation; S Corp election not included EIN plus timely or retroactive S Corp election included
State and federal payroll accounts Not included Withholding, unemployment, EFTPS, and payroll setup included
Updates after a move Not included Entity and withholding updates once per year
Payroll and bookkeeping
Annual payroll and W-2 Not included Included
Quarterly payroll filings Not included Federal Form 941 and state wage reports included
Year-end financial statements Not included Profit & Loss and required balance sheet included
Payroll tax-notice support Not included Included
Access, retirement, and benefits
Access to tax team Dedicated email; calls for extended tax guidance upon request available for a flat fee Dedicated email; calls for extended tax guidance upon request available for a flat fee
Solo 401(k) access Optional. Our Solo 401(k)s are written to be funded alongside a Defined Benefit plan; not all 401(k)s are optimal for funding both. Fiduciary management at 0.4% AUM; Form 5500 included. Optional. Our Solo 401(k)s are written to be funded alongside a Defined Benefit plan; not all 401(k)s are optimal for funding both. Fiduciary management at 0.4% AUM; Form 5500 included.
Secure client portal and app Included Included
Ready to get started? Apply for Personal Plan Apply for Business Plan
Personal Plan For physicians filing 1099 income on Schedule C who do not need ongoing S Corp, payroll, or bookkeeping services.
$3,540/year 12 monthly payments of $295

Tax preparation and planning

  • Initial consultation with the lead CPA/tax attorney
  • Personal federal return plus up to 2 state returns
  • Schedule C for your 1099 medical practice
  • Additional business activities billed at-cost
  • Annual tax projection and final Q4 payment guidance
  • Quarterly estimated-tax and retirement contribution calculations
  • 199A/QBI and SALT optimization
  • Government tax-notice support

Entity services

  • State-specific entity and multistate guidance
  • Entity formation available for $500, if recommended
  • Articles of Incorporation, state filing, and EIN included with formation

Access and benefits

  • Dedicated email; calls for extended tax guidance upon request available for a flat fee
  • Optional Solo 401(k) through our fiduciary wealth manager at 0.4% AUM
  • Written to be funded alongside a Defined Benefit plan; not all 401(k)s are optimal for funding both
  • Annual Form 5500 completion
  • Secure client portal and mobile document-upload app
Apply for Personal Plan
Business Plan For physicians operating through a medical S Corp who want entity, payroll, bookkeeping, and business tax support.
$5,940/year 12 monthly payments of $495

Tax preparation and planning

  • Initial consultation with the lead CPA/tax attorney
  • Personal federal return plus up to 2 state returns
  • Form 1120-S for your medical S Corp
  • Additional business activities billed at-cost
  • Annual tax projection, reasonable-salary guidance, and retirement calculations
  • 199A/QBI and SALT optimization included
  • Income-tax filing questions and government notice support

Entity and business services

  • Medical S Corp formation and multistate guidance
  • Articles, state filing, EIN, and S Corp election
  • Withholding, unemployment, EFTPS, and payroll-account setup
  • Entity and withholding updates after one move per year

Payroll and bookkeeping

  • Annual payroll calculation, tax payment, and year-end W-2
  • Quarterly payroll filings and state wage reports
  • Payroll tax-notice support
  • Year-end Profit & Loss and required balance sheet

Access and benefits

  • Dedicated email; calls for extended tax guidance upon request available for a flat fee
  • Optional Solo 401(k) through our fiduciary wealth manager at 0.4% AUM
  • Written to be funded alongside a Defined Benefit plan; not all 401(k)s are optimal for funding both
  • Annual Form 5500 completion and discounted Roth-conversion assistance
  • Secure client portal and mobile document-upload app
Apply for Business Plan