Tools and guides for independent clinicians.
Checklists, templates, and step-by-step guides for independent clinicians.
1099 Transition Checklist
A 30-day step-by-step plan for clinicians moving from W2 to independent contracting.
Entity Formation Decision Tree
Interactive decision tree to help you choose between Sole Prop, LLC, and S-Corp.
Insurance Coverage Comparison Guide
Side-by-side comparison of group vs individual coverage across DI, LTC, and health.
2026 Tax Deduction Tracker
Spreadsheet template pre-loaded with the deduction categories most clinicians qualify for.
First-Year Financial Plan Template
Budget, savings goals, retirement contributions, and quarterly tax setup for your first year solo.
Quarterly Tax Payment Calendar & Calculator
Estimate and schedule your quarterly federal and state estimated tax payments.
Insurance Needs Assessment Checklist
Walk through your specific risk profile and identify the coverage that actually matters for you.
Credentialing Checklist & Timeline
Document checklist and realistic timeline for credentialing with hospitals and insurers.
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