If this is your first year as a 1099 physician, tax season can feel completely different. No automatic withholding, no employer payroll department, no simple W-2 return, and no clear roadmap for taxes, retirement planning, quarterly payments, or entity structure decisions.

In this episode, CPA and Certified Private Wealth Advisor Stephen Lee walks through the 7 essential steps every first-year 1099 physician should take before tax season. You'll learn how to set up a clean financial system, track income and expenses properly, plan for quarterly taxes, evaluate LLC and S corporation options, choose the right retirement plan, and avoid the costly mistakes that catch many physicians off guard.

Whether you're working locum tenens, moonlighting, transitioning from W-2 employment, or earning a combination of W-2 and 1099 income, this episode will help you build a stronger foundation for tax and financial success.

📘 Download the FREE CPA's Guide to Locum Tenens:
https://stephenleecpa.com/cpas-guide-to-locum-tenens/?utm_source=podcast

📅 Apply for a Complimentary Discovery Call:
https://stephenleecpa.com/book-appointment/?utm_source=podcast

Stephen Lee CPA specializes in helping 1099 physicians, locum tenens physicians, and high-income medical professionals implement proactive tax planning strategies designed to keep more of what they earn while building long-term wealth.