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By a Physician For Physicians

Founded by Eric Wright, MD, 1099 Tax Doctor was built from firsthand experience. After training at Chapel Hill and spending years as a practicing Emergency Physician in Charleston, SC, Dr. Wright experienced the unique challenges that come with 1099 income, independent contracting, and running a small business. Like many physicians, he became frustrated by how confusing, fragmented, and difficult it was to find clear, strategic guidance tailored specifically to self-employed doctors.

What began as a personal search for better tax planning eventually evolved into a physician-focused firm designed to simplify the process and help high-income 1099 professionals make smarter financial decisions. Today, 1099 Tax Doctor combines physician perspective with experienced tax and financial professionals to help clients navigate proactive tax strategy, retirement planning, and long-term wealth coordination with greater clarity and confidence.

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One of the best tax strategies for a 1099 professional goes like this:

Many independent physicians are surprised to learn how much proactive planning opportunities can vary from one situation to another. The goal of the 1099 Tax Doctor network is to simplify what can otherwise feel like a fragmented and overly complicated process by helping clients coordinate with experienced independent professionals in one organized experience.

1099 Tax Doctor
HELPS SIMPLIFY THE PROCESS

Circular infographic with sections related to tax preparation services, centered around '1099 Tax Doctor' with a red cross in the middle. Sections include setup LLC, elect S-Corp, payroll setup, benefit plan, third-party admin, actuary calculations, solo 401K, personal and corporate returns, deductions, and IRS filings.

Quality Service

The independent professional providers within the 1099 Tax Doctor network are selected for their experience, professionalism, and commitment to responsive client service. Clients have access to a secure portal and communication tools designed to simplify document sharing, organization, and ongoing coordination throughout the planning process.

Rather than relying on large-volume, entry-level preparation models, clients may work with an experienced, independent CPA firm and tax professionals with backgrounds in complex corporate and individual tax planning, including professionals with advanced tax law experience.

Clients seeking retirement planning support may also be introduced to independent fiduciary financial professionals and SEC-registered advisors who assist with retirement planning strategies and related financial coordination where appropriate.

Payroll and administrative support services may be coordinated through experienced third-party providers with longstanding experience serving business owners and self-employed professionals.

1099 Tax Doctor is committed to helping clients access experienced professionals through a more organized, transparent, and cost-conscious process designed specifically for independent physicians and other self-employed professionals.

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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