Tax & Financial Planning for Locum Physicians

Concierge Tax, Financial, and Retirement Planning Programs Designed Specifically for Locum Tenens Physicians

If you’ve chosen the path of a locums physician, whether early in your career or as a transition season just prior to retirement, there are a multitude of unique financial and tax complications and planning opportunities. With the freedom comes a bit more complexity.

As CPAs and fiduciaries, our job is to be your financial concierge - helping you make wise tax decisions, proactively plan and prepare returns, manage money, build tax efficient retirement income plans, organize your estate and trust issues, and anything else unique to your situation.

  • Maximizing Your Career

    We’re here to help you maximize your career, whether the path of locum tenens is your first job post-residency, or a transition phase prior to retirement. We can help you maximize your contract and situation to help you be best financially grounded.

  • Tax Complications & Tax Efficient Income

    As a contract worker, your tax situation will be a bit more complex, but also offer great planning opportunities. We will help you manage multi-state tax issues, LLC and self employment return preparation, quarterly estimates, and build a tax efficient income plan.

  • Self Funding Retirement

    As a contractor, you are responsible for your own retirement contribution planning. We can help you find the right retirement plan, from Solo 401ks to Defined Benefit Pension Plans to everything in between. Locum physicians have to be even more intentional with retirement planning.

Steven K. Howell,
CPA, CFP, MBA

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

Being a successful doctor takes years of training, and requires skill, dedication, and resiliency. We want to help you leverage your hard work and abilities to find the financial freedom you deserve.

Across the country we work with physicians in many specialties at all points in their career. All of our services are tailored to your needs and come with access to our mobile planning app. Message us below if you’re interesting in having a conversation to get to know each other.

Initial conversations can take place via phone, zoom, or in person, & are always free, no stress, and no hassle.