W-2 plus 1099. K-1s. Licenses in three states. A practice return and a personal return that need to talk to each other.
Backdoor Roths — executed and reported correctly
Multi-state locums & licensure filings
Quarterly estimates on moonlighting income
Entity + personal, coordinated
Compensation & distribution strategy
Equipment, build-outs & depreciation timing
K-1s from ASCs, real estate & syndications
Equity compensation & RSUs
Charitable timing, bunching & DAFs
Not a physician or dentist? We work with other professionals and business owners too —
