Keep your taxes on assignment.
Tax compliance built for physicians, locums, and traveling clinicians with income across states and employers.
If you work assignments, locums, or contracts across states, tax issues rarely come from doing something wrong. They come from missed states, unclear tax home, or stipend treatment that wasn't documented correctly.
This service is designed to prevent those problems before they happen.
No obligation. No documents or payment required. You'll receive a clear yes/no and fee range first.
What Tends To Cause Problems
Tax issues for Healthcare professionals usually start when:
Assignments or locums work cross state lines
A return assumes payroll withholding handled everything
Tax home / residency isn't clearly established
Stipends, per diems, or contract income are treated one way without support
Filing happens before the full year's work pattern is clear
Most of the time, nothing feels "wrong" - until a notice or unexpected bill shows up later.
Who This Is a Good Fit For
Physicians and specialists
Locum Tenens professionals
Travel Nurses
CRNAs, PAs, NPs, and Therapists
Healthcare professionals working across multiple states or employers
How This Service Helps
This service is structured to help avoid:
Unexpected state tax bills caused by missed or misallocated multi-state filings
IRS or State Notices resulting from inconsistent income or residency reporting
Amended returns due to incomplete or late documentation
Misalignment on scope or fees after work has already started
Returns being filed without clear review or client approval
The focus is conservative, documented compliance -- not aggressive tax positioning.
Typical Fee Range
Most Healthcare professionals fall between $1,500-$2,500 depending on:
Number of states
Income sources
Prior filings or notices
Final scope and pricing are confirmed before work begins.
What the Engagement Looks Like
Intake Review - You complete a short intake so scope, states, and complexity can be reviewed upfront.
Fit & Scope Confirmation - Filing requirements, timing, and fees are confirmed before work begins.
Engagement & Retainer - You receive an engagement letter and intial invoice.
Preparation & Review - Returns are prepared carefully and reviewed before any filing.
Approval & Filing - Nothing is filed without your explicit review and approval.
No obligation. No documents or payment required. You'll receive a clear yes/no and fee range first.