INDEPENDENT PROFESSIONALS
Paid on a 1099, taxed like a business. Plan like one.
Tax planning for physicians, consultants and other professionals paid on a 1099 whose tax bill is six figures or more. Independent income comes with more choices than a paycheck, and more ways to miss them.
★★★★★
Enrolled to practice before the IRS · 18+ years in the financial and insurance industry
A written plan, before December.
Start with your return. We’ll show you what we see.
Request a review
Tell us about the business. It takes two minutes, and no documents.
Send last year’s returns
Personal and business, through our secure client portal. Matthew reviews them personally.
A 30-minute call
Three to five opportunities in plain English, and what it would take to act on them. No cost, no obligation.
Where independent professionals usually have room
Whether to run it through a company
Sole proprietor, LLC or S corporation, and what each means for you.
Estimated payments sized right
Quarterly payments that match the year you’re actually having.
Retirement plan design for a one-owner business
A plan built for a high income with no staff.
More than one source of income
A 1099 next to a W-2, several contracts, or income in more than one state.
What the business pays for
Travel, equipment, a home office and continuing education, handled the way the rules allow.