Founding Physician Access Doctor1099 is open for early 1099 physician users. Start with one monthly checkup and a CPA-ready packet. View offer
Monthly 1099 Checkup

A five-minute monthly routine for your 1099 work.

Enter income, choose how much to keep available for taxes, review deductions, update your CPA Packet, and leave with clear next actions.

Start 7-Day Free Trial Preview CPA Packet
About 5 minutes monthly No PHI You approve every assistant change
June Monthly Overview Up to date
Monthly checkupDone
CPA readiness82%
Set aside for taxes$10.2k
CPA Packet progress12 items
Your next actions

1 Set aside $1,800 more for taxes

2 Set a monthly retirement goal

3 Upload renewed malpractice policy

Start here

What the monthly checkup does.

You are not filing taxes here. You are organizing the numbers, documents, reminders, and questions that make each month easier to review with your CPA.

Record the monthIncome, tax set-aside status, retirement progress, and notes.
Catch missing itemsDeductions, documents, estimated-tax confirmations, and CPA questions.
Leave with next actionsWhat to move, upload, collect, or review next.
01

Enter income

Add this month’s 1099 income so the rest of the workflow has a clear starting point.

02

Set aside taxes

Pick a percentage to keep available for taxes and track whether the money has actually been moved.

03

Review tax items

Mark deductions, mileage, retirement contributions, mortgage interest documents, and CPA-review items.

04

Build your CPA Packet

See missing items, upload documents, copy a CPA email, and print a summary when you need it.

Why physicians come back

Three monthly checkups become a useful quarter summary.

Doctor1099 is designed to build a habit. Month one creates your first CPA-ready month. Month two keeps the system current. Month three creates a first-quarter summary instead of another pile of scattered records.

Try It Free
Month 1StartFirst checkup
→
Month 2RepeatUpdate packet
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Month 3Q1Quarter summary
Sample physician month

Dr. Sarah M. · April 2026

New EM attending with 1099 income, a retirement goal, business expenses, mortgage interest, and CPA documents to collect.

Set aside for taxes$7,200
Rough value to discuss with CPA$1,214
Retirement remaining$2,500

Your next actions

1Move $7,200 into tax savings.

2Add CME receipt and mileage log to the CPA Packet.

3Collect mortgage interest Form 1098.

Build one clear monthly picture

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.

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