Achieve financial freedom faster by saving up to $100k in locum taxes per year

We create a customized tax strategy to help you save thousands in taxes each year.
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Save yourself and your locum’s practice between $20K, $40K, $60K, or more in taxes every year.
A customized strategic tax plan, with specific action items and my personal guidance and accountability every step of the way.
Simple and straightforward process so that you can focus on your locums profession and spend less time on financial jargon.

The Locum CPA Service Tiers

Core

Locum Business Tax Return
Personal Income Tax Return
Unlimited Email Communications
1 client meeting per year
Estimated Taxes calculated annually

$750/month*

Proceed with Core

Select

Strategic Tax Audit and Plan
Locum Business Tax Return
Personal Income Tax Return
Unlimited Email Communications
Quarterly Client Meetings
Estimated Taxes Calculated Quarterly

$1500/month*

Proceed with Select

Premium

Strategic Tax Audit and Plan
Locum Business Tax Return
Personal Income Tax Return
Unlimited Email Communications
Unlimited Client Meetings
Estimated Taxes Calculated Quarterly
Estimated Tax Submission
Personal Tax Transcript Monitoring
Government Correspondence
Audit Protection

$3000/month*

Proceed with Premium
*Pricing for locum services are dependent on the specific specialty and the nature of services requested. Rates may vary based on factors such as the duration of the engagement and any additional requirements. For an accurate quote, please schedule a meeting.

Full Comparison

Frequently Asked Questions

Please provide your 1099 forms from all staffing agencies, expense receipts (travel, lodging, meals), mileage logs, professional license fees, insurance payments, and bank/credit card statements from your business accounts.
Yes, we understand locum professionals are often traveling and offer secure virtual consultations, electronic document sharing, and flexible scheduling to accommodate your assignment schedule.
We recommend quarterly reviews to assess your tax situation, adjust estimated payments if needed, and ensure your expense tracking is optimized, with additional consultations before major financial decisions.
Our services include tax preparation, quarterly estimated tax calculations, expense tracking guidance, multi-state tax compliance, retirement planning consultation, and year-round tax planning support.
Our fees are based on the complexity of your tax situation and services needed. We'll provide a clear pricing structure after reviewing your specific needs during our initial consultation.
We regularly work with healthcare professionals in locum positions and understand the unique tax implications of traveling assignments, multiple state income, and independent contractor status.

Guiding locum professionals every step of the way by strategically minimizing taxes and accelerating their financial goals

Stephen Lee is an experienced Certified Public Accountant with a passion for helping service professionals strategically minimize their tax liabilities. With a Bachelors in Accountancy and Masters in Taxation from the University of Illinois Urbana-Champaign and over 20 years of industry experience, Stephen has a deep understanding of the Federal and multi state tax codes. Stephen is also a Certified Private Wealth Advisor® from Yale University’s School of Management.
Physicians (MD/DO)
Dentists and Dental Specialists
Mental Health Professionals

Save up to $50k per year in taxes in less than 15 minutes

On this free e-guide, we’ll cover which entity to choose, deducting taxes, expense tracking, and quarterly tax payments - written by Stephen Lee, CPA, MST, CPWA®, a seasoned tax professional with 20 years of experience helping healthcare professionals optimize their finances.

Achieve your financial goals faster with a tax-plan tailored just for you

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