Thank you!

It looks like you’re a good fit! The next step is to book a call with Dr. Eric Wright, aka The 1099 Tax Doctor, to discuss your tax prognosis. Find a time on the calendar below:

Learn All About the 1099 Tax Doctor Strategy

  • A doctor has an online consultation with a male patient on a laptop, sitting at a desk with a notebook, pen, and coffee mug.

    The Tax Strategy for 1099 Physicians

    A step-by-step guide

    Physicians who earn 1099 income have the opportunity to strategize their taxes to keep more of what they earn and save more for retirement. Learn how to do it here.

    Learn More
  • A male doctor in a white coat sitting at a desk with a laptop, stethoscope, and calculator, thinking about financial and real estate concerns.

    What is an S Corp?

    A tax election

    An S Corporation (S Corp) is a tax election that can reduce your self-employment (payroll) tax by splitting what you earn into a W2 salary plus business distributions, so you only pay payroll tax on the salary portion, not on the entire 1099 income.

    Learn More
  • A person, likely a doctor, using a tablet in a medical or conference setting with a stage in the background featuring icons of a piggy bank, gears, and charts.

    What is a Defined Benefit Plan?

    Saving for Retirement the Smart Way

    A Defined Benefit (DB) Plan is a tax-advantaged retirement plan that promises a specific retirement benefit, rather than simply setting a fixed annual contribution limit. For high-income self-employed professionals and business owners, a DB plan can allow substantially larger tax-deferred contributions than many traditional defined contribution plans, depending on age, income, and plan design.

    Learn More
  • 199a deduction reduces your qualified business income

    What is the 199A Deduction?

    Reduce your qualified business income

    This tax provision allows eligible business owners to deduct up to 20% of their qualified business income (QBI). For high-income doctors with significant 1099 earnings, understanding how this deduction works can mean keeping thousands more each year.

    Learn More

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? Choose the Personal Plan Choose the 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
Choose the 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
Choose the Business Plan