Start with how you are working now.
An employed physician, a physician taking additional assignments, and a practice owner may arrive with very different records. A job title alone does not define the preparation work.
Describe your role and any changes during the year. Include work outside your primary position, income you are waiting to document, and the timing of any decision you want to discuss. Mention anything unusual at the outset so the document request can reflect the work you actually do.
Build the conversation around three sets of information.
Your primary work
The role, employers or payers involved, and any changes that help explain this year's income records.
Additional professional activity
Other work or ownership interests you want to raise, together with the documents expected from each source.
Your household
Personal circumstances and other household income that should not be lost behind the professional title.
Keep your individual return separate from practice work.
Preparing a physician's personal return is not the same service as maintaining the books or preparing every return for a medical practice. If a practice or another adviser produces information for your return, identify what is expected and who is responsible for providing it.
Our individual preparation service is the starting point for your personal filing. Any separate entity work needs its own scope discussion.
Discuss a work change while the details are still available.
If you are considering a different position or an additional income source, bring the relevant facts into an advisory conversation before assuming the tax effect. Ask what can be assessed now and what depends on information that is not yet known.
The goal is a well-defined tax advisory engagement, not a generic strategy attached to your profession. Bring compensation documents or questions about work in different states to the initial scope discussion.
Make the handoff practical when records come from several places.
List the documents you expect from each employer, payer, or adviser. Mark any item that has not arrived instead of treating the package as complete.
When missing records affect the filing timetable, discuss an extension and extended-return preparation. An extension is a filing tool, not a reason to leave responsibilities undefined.
COMMON QUESTIONS
Questions you may have.
Can an employed physician use the individual-return service?
Yes. Personal tax preparation is a core service, including for physicians who are employees. Practice ownership is not a requirement.
What if I have income outside my primary position?
Tell us about each activity and how it is arranged. The preparation and advisory scope should be reviewed before work begins, especially when the facts involve specialized issues.
Does this include accounting for a medical practice?
Not automatically. Personal preparation is distinct from practice bookkeeping, payroll, and separate entity returns. Those services must not be assumed from this page.
Should I wait for every outside document before making contact?
No. You can discuss scope and timing while gathering records. Be clear about what is still outstanding.