BCT
BUSINESS CASUAL
TAX
Rough numbers are fine. I’m looking at how the pieces fit together, not asking you to recreate a tax return.
Which income sources do you expect this year?
Select all that apply.
Primary W-2 physician position
Locums or additional clinical shifts paid on a 1099
Telemedicine paid on a 1099
Medical-director, consulting, teaching or other professional income
Other 1099 income — please describe
I am still exploring side income and have not started yet
Are you using an entity for the 1099 income?
No — I am currently paid personally
LLC or PLLC without an S-corporation election
LLC, PLLC, PC or PA taxed as an S corporation
Another structure or I am not sure — please describe
Will you file a joint return with a spouse?
Yes
No
What state do you live in?
Do you expect to physically work from any other states this year?
Not sure
How are the 1099 income and expenses being tracked today?
Separate, dedicated business bank and/or credit card accounts, with current bookkeeping
Separate, dedicated business bank and/or credit card accounts, but bookkeeping is informal or behind
No separate, dedicated business bank or credit card accounts, or business and personal activity are mixed
Other — please describe
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