Healthcare Professional Tax Planning
Tax planning and IRS resolution tailored for medical professionals,
ensuring your practice and personal tax finances are optimized.


Tax Preparation
Professional preparation for healthcare professionals with W-2, 1099, business, investment, rental, partnership, S corporation, and multi-state income.
The goal is not simply to file a return.
It is to make sure the return accurately reflects your professional and financial life.
Common Healthcare Tax Issues
W-2 + 1099 Income:
Consulting, call coverage, medical director work, telehealth, and other independent professional services can create significant estimated tax obligations.
We help identify the problem before it becomes next April's surprise.
Independent Contractors & Locum Tenens
1099 professionals may need planning for:
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Estimated taxes
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Self-employment tax
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Retirement plans
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Business expenses
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Licensing and credentialing costs
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Malpractice insurance
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Travel and mileage
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Home-office eligibility
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Multi-state filing
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Entity selection
Practice Owners
Owning a healthcare practice creates tax decisions throughout the year.
We can help review:
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S corporation considerations
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Reasonable compensation
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Payroll
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Owner distributions
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Equipment purchases
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Retirement plans
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Business deductions
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Estimated taxes
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Practice growth and transition
Multi-State Healthcare Professionals
Working in more than one state can create filing requirements that are easy to overlook.
This is increasingly common with locum tenens work, telehealth, consulting, and professionals maintaining multiple licenses.
Why 1040TaxResolution.com?
Healthcare Experience
You should not have to spend the first half of your tax meeting explaining how healthcare works.
Tax preparation and IRS representation are available through the same professional relationship.
Proactive Planning
The objective is not merely to document what happened last year.
It is to help you make better tax decisions during this year.
Direct Professional Service
Your tax situation is reviewed as an individual professional—not processed through a high-volume tax-resolution call center.
Practical, Transparent Approach
No exaggerated promises or “pennies on the dollar” sales pitch.
No one-size-fits-all strategy.
Just professional analysis of the facts, your available options, and the appropriate next steps.
A Healthcare Professional Tax Checkup
Consider a review if any of these apply:
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You have W-2 and 1099 income.
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Your compensation increased substantially.
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You changed employers.
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You work in several states.
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You started locum tenens work.
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You opened or purchased a practice.
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You formed an LLC or S corporation.
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You receive large bonuses or productivity payments.
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You repeatedly owe taxes in April.
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You have not reviewed your estimated payments.
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You received an IRS notice.
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You have a prior-year tax balance.
Small tax issues identified during the year are usually easier to address than large surprises discovered after the year has ended.
Your Career Is Specialized. Your Tax Planning Should Be Too.
Healthcare professionals devote years to developing specialized expertise.
Your tax strategy deserves the same level of attention.
1040TaxResolution.com
Tax Preparation | Tax Planning | IRS Tax Resolution
Affordable. Professional. Experienced.
Schedule a Confidential Healthcare Tax Consultation
Your Tax Professional Should Understand Healthcare
Healthcare professionals often have tax situations that are more complex than their income may suggest.

Proactive Tax Planning
A successful year should not end with an unexpected tax bill.
We review issues such as:
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W-2 withholding
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Quarterly estimated taxes
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1099 income
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Productivity and bonus compensation
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Retirement contributions
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HSA planning
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Business expenses
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Entity structure
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S corporation payroll
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Multi-state income
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Practice ownership
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Prior-year tax liabilities
Good tax planning happens before April.

IRS Tax Resolution
High income does not prevent tax problems.
Healthcare professionals can fall behind because of changing compensation, 1099 income, insufficient withholding, practice expenses, divorce, illness, multi-state work, or simply having too many competing demands.
We assist with:
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IRS notices
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Back taxes
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Unfiled returns
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Installment agreements
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Offer in Compromise evaluation
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Penalty relief
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Liens and levies
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Audits
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Collection matters
As an Enrolled Agent, David Schwartz is authorized to represent taxpayers before the IRS.
Strategic Solutions for Complex Tax Challenges.
Take advantage of expert IRS resolution, proactive planning, and accurate tax preparation services provided by a licensed Enrolled Agent.
At 1040TaxResolution.com, we specialize in resolving IRS collection notices and overdue returns, as well as maximizing your fiscal efficiency each year.
Our tailored support is designed to meet your specific tax planning needs.
**Honesty. Authority. Success.**
Licensed Enrolled Agent | Tax Defense | Virtual Consultations Available
Phone
Office
1040 Tax Resolution
Ellsworth, Maine 04605
