PRICING — 1099 Tax Doctor

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

Optional Add-On Services

Defined Benefit Cash Balance Plan

$1,750 one-time setup + $1,750 annual subscription

Custom plan documents and third-party administration
Annual actuarial calculations and signed Schedule SB
Form 5500 filing and annual plan documents
Contribution figures coordinated with annual tax projections
Optional investment management available at 0.4% AUM

Special investment-management access: Using our Defined Benefit plan gives you optional access to have your plan managed by our fiduciary, SEC-registered wealth manager at a discounted rate of 0.4% AUM. Defined Benefit plans require careful management to pursue steady, controlled rates of return and, unless you are an expert-level investor, should be managed by an experienced advisor. Wealth-management firms that manage pension plans typically charge 1% AUM or more, so we are pleased to offer this discounted rate to our clients.

Service-provider information: Tax services are provided through a registered CPA/JD specializing in small-business and real-estate taxation. Solo 401(k) and Defined Benefit plan assets are custodied at Charles Schwab and serviced by an SEC-registered fiduciary wealth-management firm. Investment-management fees are separate from the tax-service prices shown above. Service availability, filing requirements, and additional fees may vary based on individual circumstances and state requirements.