Broker Check

Complex Tax Issues

Client Centered

For traveling healthcare professionals, we see 3 reoccurring issues: 1) Establishing a proper tax home; 2) Dealing with multi-State and local filings; 3) W-2 vs 1099 specific issues and questions. To accomplish our holistic approach, our team will help at an individual level to develop a plan that is most tax efficient and specific to your tax needs. Unfortunately, this type of approach is generally not accomplished when clients file their taxes themselves. If you have any tax concerns or questions, please don’t hesitate to contact us below.

Written by Jared Foos, E.A. Tax Advisor