The Locum CPA provides proactive tax planning, tax preparation, and year-round advisory services specifically for locum tenens physicians, independent contractors, and physician practice owners. We help physicians:
Clients may choose between an ongoing advisory relationship or a clearly defined, one-time engagement — whichever fits where you are right now.
Ongoing TLC Advisory Plans
Three tiers of ongoing support — from foundational tax compliance to comprehensive, high-touch advisory for complex physician households.
For physicians who primarily need accurate tax preparation, estimated-tax guidance, and dependable year-round support.
Our primary advisory plan for established 1099 physicians who want proactive planning, quarterly projections, and strategic guidance all year.
For high-income physicians, practice owners, and entrepreneurial families with more complex tax-planning and coordination needs.
*Pricing depends on the complexity of your situation and the specific services requested. Rates may vary based on the duration of the engagement and any additional requirements. Schedule a discovery call for an accurate quote.
| Service | TLC Essential | TLC Strategic | TLC Private Client |
|---|---|---|---|
| Individual tax return | Included | Included | Included |
| Business tax return | Included | Included | Included |
| Annual planning meeting | 1 per year | Included | Included |
| Quarterly planning meetings | Not included | Included | Monthly or as needed |
| Quarterly tax projections | Not included | Included | Ongoing |
| Estimated-tax calculations | Annual | Quarterly | Quarterly |
| Written tax strategy | Not included | Included | Included |
| Entity & S corporation analysis | Not included | Included | Comprehensive |
| Reasonable-compensation review | Not included | Annual | Included |
| Retirement-plan guidance | Basic | Included | Advanced |
| Business-deduction planning | Basic | Included | Comprehensive |
| Multistate planning | Not included | Limited | Included |
| Professional advisor coordination | Not included | Included | Included |
| Tax notice assistance | Not included | Not included | Included |
| Priority support | Email + priority | Priority, direct access |
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. More complex engagements involving multiple entities, real estate, partnerships, or extensive multistate activity may range from $10,000–$15,000.
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. 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. 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.
FAQ
No. We work with locum tenens physicians, independent contractors, practice owners, and physicians with other forms of 1099 income.
Yes. We help physicians coordinate withholding, estimated taxes, business deductions, retirement contributions, and tax planning across both income sources.
Yes. Our TLC plans include specified individual and business tax-return preparation. Additional entities, states, or complex filings may require an additional fee.
Yes. Our One-Time Physician Strategic Tax Plan provides a comprehensive analysis and implementation roadmap without requiring an ongoing monthly engagement.
We evaluate your income, expenses, projected payroll-tax savings, reasonable compensation, administrative costs, and long-term goals before recommending an S corporation election.
Yes. We assist with resident and nonresident filing requirements, income allocation, estimated payments, withholding, and credits for taxes paid to other states.
Yes. We regularly coordinate with other professionals to help ensure your tax, legal, payroll, retirement, and financial strategies work together.
No. Bookkeeping and payroll processing are not included unless specifically stated in your engagement. We can coordinate with your existing providers or recommend appropriate resources.
If we appear to be a good fit, we will recommend the appropriate service, provide a clear scope and fee proposal, and outline the onboarding process.
Yes. We serve physicians throughout the United States, subject to applicable state-specific tax and professional requirements.