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

Tax Savings Center

Tax Savings Center

Find deductions, organize documents, and build a CPA-ready packet.

Use a physician-specific review for business deductions, personal tax documents, mortgage interest, mileage, home office, retirement contributions, entity records, and estimated tax payments.

Save My Checklist 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

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.

What the review covers

Separate business deductions, personal tax documents, and CPA-review items.

The page is designed to help physicians remember, document, and discuss the right items instead of mixing everything into one generic deduction list.

Business deductions

CME, licenses, DEA or CDS, board fees, malpractice, contract review, accounting, software, mileage, travel, phone, internet, supplies, and business banking costs.

Personal tax items

Mortgage interest, property taxes, state and local taxes, charitable giving, student loan interest, HSA records, brokerage forms, and other year-end documents.

Retirement and benefits

Solo 401(k), SEP IRA, employee and employer contributions, backdoor Roth tracking, HSA contributions, and self-employed health insurance review.

Entity and S-corp records

EIN letter, S-corp election, payroll reports, W-2, distributions, accountable reimbursements, bookkeeping reports, bank statements, and contractor 1099s.

How physicians can save

Tax savings usually come from cleaner systems, not last-minute guessing.

Track deductible business expenses monthly, use retirement contributions as part of planning, keep mileage and travel records while details are fresh, review home-office eligibility carefully, and separate itemized deductions from business deductions.

Doctor1099 turns those ideas into a repeatable checklist and calculator so each month feeds the year-end CPA Packet.

1. Track deductions monthlyCapture receipts and notes when they happen.
2. Estimate deduction valueUse a rough tax bracket to understand approximate federal impact.
3. Collect CPA documentsMortgage interest, SALT, charitable giving, retirement, and business records stay organized.
4. Export a clean packetKeep questions and missing items in one place.
Reference-based education

Built around the distinction that actually matters.

Business deductions may reduce business profit. Itemized deductions, such as mortgage interest and certain taxes, only help federally when itemizing beats the standard deduction. Doctor1099 keeps those categories separate so the CPA conversation is cleaner.

“Is this a business deduction or personal itemized item?”
“What documents should I collect?”
“What did I already review this month?”
“What questions should I send my CPA?”
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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