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Proactive tax planning and accounting for physicians—from a W-2 plus side income to full-time 1099 work and private-practice ownership.
One firm to coordinate it all: entity structure, payroll, taxes, retirement planning and bookkeeping. Business Casual Tax handles the business. You handle the patients.
It will only take a few minutes - rough numbers are fine - for our initial game plan to discuss on your call.
For physicians whose income needs more than annual tax preparation.
Most of my clients fall into one of three situations: a W-2 job plus side income, full-time 1099 work or private-practice ownership.
THE YEAR-ROUND RELATIONSHIP
The plan should move with the year.
The year-end projection informs the return. The completed return becomes part of the next plan. Between the two, we stay involved as the numbers change and decisions come up.
Q1 · JAN–MAR
File & align
We prepare the applicable prior-year business, personal and state returns and make sure they reflect the payroll, estimated payments, retirement contributions and other planning completed during the prior year.
The return should confirm the plan—not introduce a different version of what happened.
If a return is extended, current-year planning and implementation continue while the return is being completed.
Q1 · JAN–MAR
File & align
We prepare the applicable prior-year business, personal and state returns and make sure they reflect the payroll, estimated payments, retirement contributions and other planning completed during the prior year.
The return should confirm the plan—not introduce a different version of what happened.
If a return is extended, current-year planning and implementation continue while the return is being completed.
The cycle repeats each year: Q1 → Q2 → Q3 → Q4 → back to Q1.
Q1 · JAN–MAR
File & align
We prepare the applicable prior-year business, personal and state returns and make sure they reflect the payroll, estimated payments, retirement contributions and other planning completed during the prior year.
The return should confirm the plan—not introduce a different version of what happened.
If a return is extended, current-year planning and implementation continue while the return is being completed.
Q2 · APR–JUN
Confirm the roadmap
We establish, confirm or refine the current-year priorities and tax roadmap.
If the roadmap began during the prior year’s year-end projection, we update it based on what has changed rather than starting over after the return is filed.
The roadmap can address projected income, tax payments, entity or payroll work, retirement funding, bookkeeping needs and the decisions already expected during the year.
Q3 · JUL–SEP
Check in & adjust
When useful, we update the projection using actual results and revisit what has changed.
This can include new contracts, income changes, hiring, equipment or real-estate purchases, payroll, owner compensation, cash reserves, multistate work and retirement funding.
A formal midyear projection or planning meeting is available when useful or when the issue was not already addressed during the first 30 days.
Q4 · OCT–DEC
Project & plan ahead
Every ongoing engagement includes year-end tax planning and a current-year projection.
We calculate the remaining federal and state tax payments and address payroll, owner compensation, retirement contributions, major purchases and other time-sensitive decisions while there is still time to act.
This is also when the following year’s priorities and roadmap may begin. The completed projection and year-end decisions then feed into the next Q1 return.
Q4 feeds the next Q1. The year-end projection and decisions carry into the next return.
Compliance tells you what happened. Planning helps decide what happens next.
Traditional tax preparation
Filing the return
Most contact happens around tax season
Reports what already happened
Planning often needs the client to start it
Business Casual Tax
Decisions made during the year
Opportunities identified before deadlines pass
Connects the tax plan to the business
Helps put the plan into practice
What happens next
Three steps, and the first one is short.
Already have a CPA? That’s completely fine. Most people who reach out do. The question is whether you’re getting the planning and the access you actually need out of that relationship.
The firm
I’m Kevin. I run the firm, and I’m the one you’ll talk to.
A CPA licensed since 2015, working with owner-led businesses, physicians and independent professionals. My approach is simple: understand the situation, build a plan that fits it, and help you actually execute it — so you spend less of your year thinking about tax.
Strictly business with the IRS. Delightfully casual everywhere else.
2015
Licensed CPA since
10+
Years with owner-led businesses
PSG
Physician Side Gigs referral partner