One monthly checkup.
Clear next actions.
Doctor1099 helps physicians with 1099 income run one simple monthly workflow: enter income, set aside money for taxes, review deductions, build a CPA Packet, and know what to do next.
1 Set aside $1,800 more for taxes
2 Set a monthly retirement goal
3 Upload renewed malpractice policy
Try the Monthly 1099 Checkup and Tax Savings Review.
Change the sample income or deductions and watch the next actions, rough CPA discussion value, and CPA Packet update instantly.
Your next actions
1Move $7,200 into tax savings.
2Add CME receipt and mileage log to the CPA Packet.
3Collect mortgage interest Form 1098.
April CPA Packet preview
- 1099 income recorded: $24,000
- Money set aside for taxes: $7,200
- Reviewed business deductions: $2,155
- Missing personal tax item: Mortgage interest Form 1098
- CPA questions ready: 3
Everything important starts from one guided path.
A new user should not have to choose between ten tools. Start with the monthly checkup, then use Tax Savings and CPA Packet only when they help the month.
Overview
See your most important next actions first, then review income, taxes, retirement, CPA readiness, documents, and deadlines.
Open overview →Monthly Checkup
Review 1099 income, money set aside for taxes, retirement goals, documents, credentialing, deadlines, and notes.
Run a checkup →Tax Savings Center
Review deductions, mileage, home office, retirement, mortgage interest, SALT, and CPA-ready documents in one workflow.
Review tax savings →CPA Packet
See what is collected, what is missing, and what questions should be sent to your CPA.
Build CPA Packet →Assistant + Optional Wealth Tracking
Ask what to do next, explain fields, and optionally track assets, debts, net worth, and graphs after the core workflow is set.
Ask Doctor1099 →Replace financial uncertainty with a repeatable process.
Doctor1099 is designed to help you arrive at tax season, renewal deadlines, and financial conversations with cleaner numbers and better questions.
- Balances scattered across portals
- No consistent way to organize taxes
- Documents found only when requested
- Unclear next priority
- Monthly account-based snapshot
- Tax and retirement goals visible
- Readiness included in the same checkup
- Three next actions every month
A workspace assistant that understands the information you organized.
It answers educational questions and prepares supported changes. You see the proposal before anything is saved.
Use calculators and organizers when you need deeper detail.
Shift Income Calculator
Estimate monthly and annual 1099 income from your actual shift pattern.
Calculate income →W-2 vs 1099
Compare compensation structures and organize the assumptions behind the decision.
Compare options →Tax Savings Center
Find deduction opportunities, estimate rough values to discuss with your CPA, and feed reviewed items into the CPA Packet.
Review tax savings →Stop reconstructing your 1099 life from scratch.
Use one connected workspace for your monthly checkup, tax-savings review, CPA Packet, documents, reminders, deadlines, and next actions. Optional wealth history and graphs are there when you are ready for deeper tracking.