Stop rebuilding your tax story at year-end.
Organize income, estimated tax payments, business deductions, mortgage interest, personal tax documents, retirement items, entity records, and CPA questions into one clean packet.
1 Set aside $1,800 more for taxes
2 Set a monthly retirement goal
3 Upload renewed malpractice policy
What Doctor1099 helps you collect.
The saved member checklist links the same categories to monthly checkups, tax-savings review, documents, and year-end export.
Income
- 1099-NEC and 1099-K forms
- Shift income summaries
- S-corp W-2 and K-1, when applicable
- Business bank deposits needing review
Estimated taxes
- Federal estimated payments
- State and local payments
- IRS Direct Pay or EFTPS confirmations
- Extra W-2 withholding notes
Business deductions
- CME, licenses, DEA/CDS, board fees
- Malpractice and tail coverage
- Legal, accounting, payroll, software
- Mileage, travel, meals, phone, internet
Personal tax items
- Mortgage interest Form 1098
- Property tax and SALT records
- Charitable giving and student loan interest
- HSA, brokerage, crypto, and other tax forms
Retirement and benefits
- Solo 401(k) and SEP IRA contributions
- Backdoor Roth and Form 8606 notes
- HSA contributions
- Self-employed health insurance review
Entity records
- EIN letter and S-corp election
- Payroll reports and distributions
- Accountable reimbursements
- P&L, balance sheet, bank statements
Every month creates cleaner tax-season records.
Instead of waiting for a CPA email, the dashboard prompts users to review deductions, upload or note missing documents, and keep open questions organized while the information is still fresh.
CPA Packet preview
- April 1099 income: $24,000
- Estimated tax payments: Needs review
- Business deduction review: 12 items
- Mortgage interest: Form 1098 missing
- CPA questions: 3 open
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.