Year-Round Tax Planning for Independent Physicians
Proactive tax strategy for independent physicians, practice owners and physicians with 1099 income
What Vantage Does
Tax strategy and planning, handled year-round.
Most tax professionals focus on preparing and filing returns. We focus on the decisions that happen before the return — the ones that actually affect how much you pay.
Our work is ongoing. We meet with clients quarterly, monitor their tax position throughout the year, and bring recommendations as they become relevant to your life.
Some of Vantage's services
- Year-round tax planning and quarterly projections
- Entity selection and structure — S-corp, LLC, sole proprietor
- Self-employed retirement plan design and setup
- Estimated tax calculation and payment planning
- Cash flow and income planning
- IRS representation
Who We Work With
- Independent practice owners and physician-partners
- Locum tenens physicians with 1099 income across multiple states
- Employed physicians with meaningful 1099 or business income
- High-income specialists — anesthesiology, radiology, orthopedics, dermatology, EM
- Physicians investing in real estate alongside their medical income
Who We're Not The Right Fit For
- Clients looking for a once-a-year filing relationship
- Retirees or those with primarily passive income and simple returns
- Clients whose situation doesn't warrant ongoing planning work
- Anyone who prefers to handle their own tax planning independently
If you’re unsure whether your situation is a good fit, an introductory call is the right place to find out. Click “Apply” at the top of the screen.
What to expect
How an engagement with Vantage works.
Step 1
Introductory call
A 20-minute conversation to see if it’s the right fit. We cover your income structure, current situation, and what you’re looking for. No pitch, no pressure.
Step 2
Discovery Meeting
We review your prior returns, assess your current entity structure, and identify the highest-priority planning opportunities for your situation.
Step 3
Ongoing Planning
Quarterly meetings, year-end planning sessions, and direct access when decisions come up. We handle your filings and stay ahead of deadlines.
Step 4
Year over year
As your income and situation evolve — new contracts, real estate, retirement decisions — your strategy adapts. The relationship deepens over time.
Common questions
A few things to know before reaching out
The main difference is the scope of the engagement. A traditional relationship with a tax professional focuses on getting the return filed. Our work starts earlier, we look at what decisions you can make before the year closes. Whether that difference is worth making a change depends on your situation, which is what the introductory call is for. We’re also happy to coordinate with your current tax preparer.
Yes. Multi-state 1099 income is one of our more common client situations. We handle the filing requirements across states, quarterly estimated payments, and the self-employment tax planning that comes with locum work.
Yes. While Vantage is based in Los Angeles, we work with physicians nationwide. Multi-state filings are a regular part of our work, particularly for locum tenens physicians who practice across state lines.
Tax planning projects are fixed fee and priced based on complexity. They generally start at $6,000 a year. We discuss pricing directly during the introductory call, once we understand what your situation actually involves.
