Services & Pricing
Year-round tax planning, preparation, and advisory built for locum tenens physicians, independent contractors, and physician practice owners.
Our primary specialty is high-earning 1099 physicians. Selected engagements may also be available for other high-income healthcare professionals with similar tax complexity.
Ongoing TLC Advisory Plans
Three tiers of ongoing support, from foundational tax compliance to comprehensive, high-touch advisory for complex physician households.
For physicians with straightforward 1099 activity who primarily need accurate personal and business tax preparation, annual estimated-tax guidance, and dependable year-round support.
Our primary advisory plan for established 1099 physicians who want a written strategy, quarterly projections, proactive S-corporation and retirement-plan guidance, and coordinated implementation throughout the year.
Comprehensive, high-touch advisory for higher-income physicians, practice owners, and entrepreneurial households with multiple entities, states, investments, or advanced planning needs.
* TLC plans are annual advisory engagements billed monthly. Final pricing is based on the number of entities and states, return complexity, income sources, planning needs, and desired level of support. A separate initial strategy & onboarding fee applies to TLC Strategic and TLC Private Client during the first year.
| Service | TLC Essential | TLC Strategic | TLC Private Client |
|---|---|---|---|
| Individual tax return | Included | Included | Included |
| Business tax return | Included | Included | Included |
| Formal planning meetings | 1 per year | Quarterly | Monthly or as needed |
| Updated tax projections | Not included | Quarterly | Ongoing |
| Quarterly/Annual estimates | Annual Projection | Quarterly | Quarterly |
| Written tax strategy | Not included | Included | Included |
| S-corporation optimization | Not included | Proactive | Comprehensive |
| Reasonable-compensation review | Not included | Annual | Included |
| Retirement-plan guidance | Basic | Included | Advanced |
| Business-deduction planning | Basic | Included | Comprehensive |
| Multistate planning | Not included | Included | Comprehensive |
| Professional advisor coordination | Not included | Included | Included |
| Tax notice assistance | Not included | Not included | Included |
| Priority support | Not included | within 2 business days | within 1 business day |
Defined-Scope & À La Carte Services
Physicians who are not ready for an ongoing advisory relationship may engage The Locum CPA for a clearly defined planning or consulting service.
A comprehensive tax-strategy engagement for physicians who want an in-depth analysis and implementation roadmap without immediately entering an ongoing advisory relationship.
An annual compensation analysis for physician-owned S corporations seeking a supportable, well-documented shareholder salary recommendation.
Additional shareholder-employee: $750 · additional entity: $500 · midyear update: $500. Included for qualifying TLC Strategic and TLC Private Client clients.
A focused consultation for a specific tax question, business decision, or planning opportunity: W-2 vs. 1099, S-corp eligibility, travel deductions, hiring a spouse, and more. Additional time: $250 per 30 minutes.
Fee may be credited toward a Strategic Tax Plan if you begin that engagement within 30 days.
For physicians evaluating whether an LLC or S corporation structure is appropriate for their independent medical income.
Ongoing estimated-tax calculations for physicians who don't need a full year-round advisory relationship. One-time alternative: $750 per quarter.
Additional state: $250/yr · mid-quarter recalculation: $250 · business entity tax projection: starting at $500/yr. Does not include tax-return preparation, entity analysis, or bookkeeping.
For locum tenens and independent physicians who work, reside, or earn income in multiple states. Starting fee includes analysis of up to three states.
Each additional state: $500 · local/municipal jurisdiction: starting at $250 · prior-year filing exposure review: starting at $1,000 · amended or delinquent state returns: quoted separately. Tax-return preparation not included unless stated separately.
Fees shown represent standard starting prices. Final pricing is determined after evaluating the client's income sources, number of entities, states of operation, tax-return complexity, quality of records, planning needs, and desired level of advisory support. Additional entities, state filings, bookkeeping, payroll administration, amended returns, legal services, retirement-plan administration, tax preparation, and tax controversy matters are not included unless specifically stated in the engagement agreement.
Tax savings cannot be guaranteed. Recommendations depend on each client's individual facts, circumstances, documentation, and implementation.