As a locum tenens provider, you enjoy freedom and flexibility — but you also face a financial world most physicians never have to navigate. Without employer benefits, tax withholding, or retirement plans, you are the business.
Oakwood Summit helps you structure, manage, and optimize your locum career like a high-efficiency practice so you can earn more, keep more, and build long-term wealth.
Our team has worked alongside top physicians, private practices, and independent contractors across the country.
We’ve helped medical professionals save millions in taxes and fund seven-figure retirements all while staying compliant and protected.
Our strategic network of tax, legal, insurance, & financial collaborate to provide solutions tailored specifically for independent physicians.
Services
Who We Serve
Our advisory services are designed for:
Locum tenens physicians
Moonlighting physicians
Advanced practice providers (NPs & PAs)
Medical professionals earning 1099 income
Physicians transitioning into or out of locums
If you’re earning well but struggling with taxes, structure, or wealth-building — this is built for you.
Our Process
1. Locum Financial Assessment
We review your tax situation, income structure, and goals to identify missed opportunities
2. Strategic Planning Session
We map out tax strategies, retirement options, and a business structure tailored to your locum career
3. Implementation & Setup
We put your new systems into place — entity, payroll, bookkeeping, tax plan, retirement plan everything coordinated for you
4. Ongoing Support & Optimization
Your locum career evolves — and your financial strategy should too. We stay with you year-round to ensure efficiency, compliance, and steady progress toward your wealth goals
Tailored Financial Solutions To Help Locum Tenens Providers Thrive And Grow
At Oakwood Summit, we understand the unique financial challenges locum tenens providers face. Our services are designed to provide customized solutions that help businesses reduce taxes, stay compliant, and improve their financial health. Here’s how we support providers:
Tax Reduction Strategies
We specialize in helping small businesses reduce tax liabilities using proven strategies. Our team works closely with clients to develop customized plans that minimize their tax burden, ensuring they keep more of their hard-earned revenue. This allows for reinvestment into business operations and long-term growth.
Comprehensive Financial Services
Oakwood Summit offers full financial services to support small businesses, including tax filing, payroll, bookkeeping, and tax planning. Our comprehensive approach simplifies business finances, enabling owners to focus on growth. We provide accurate, timely solutions to ensure financial health, compliance, and operational efficiency.
Ongoing Tax Planning
With proactive tax planning, we help small businesses prepare for future financial needs. Our strategies focus on minimizing liabilities, maximizing available deductions, and optimizing long-term wealth building. By continuously assessing tax implications, we ensure businesses can grow confidently, making informed decisions contributing to their continued financial success.
Frequently Asked Questions
What services does Oakwood Summit offer?
Oakwood Summit provides a comprehensive range of services, including tax filing, tax planning, payroll management, bookkeeping, tax resolution, and wealth-building strategies. Our goal is to help individuals and small businesses navigate complex financial challenges, reduce tax burdens, and achieve long-term financial success through tailored solutions.
What makes your tax reduction strategies unique for locum tenens provideres?
Our tax reduction strategies are tailored specifically to each locum tenens provider's needs. We focus on legal methods to reduce tax liabilities by up to 50% or more, often aiming for a goal of paying zero income tax. By combining tax planning and wealth-building strategies, we ensure long-term financial health.
How can your payroll services benefit my business?
Our full-service payroll solutions help small businesses by handling all aspects of payroll, from tax withholdings to filing. We ensure compliance with state and federal regulations, freeing up time for locum tenens providers to focus on growing their business while reducing administrative burdens and risks.
Do you offer tax planning services year-round?
Yes, our tax planning services are available year-round. We don’t just file taxes; we proactively work with clients to minimize their tax burden, adjust strategies based on changing financial situations, and ensure that you’re always prepared for the next tax season. This ongoing support is crucial for optimizing financial outcomes.
How does your bookkeeping service help small businesses stay organized?
Our bookkeeping service helps locum tenens providers maintain accurate and up-to-date financial records. We handle everything from daily transactions to monthly reports, ensuring that your financial data is organized and easily accessible. With clear financial insights, we help you make informed business decisions and maintain compliance with tax regulations.
Turn Your Locum Career Into a High-Efficiency Wealth Engine
With Oakwood Summit, you get a partner who understands the unique challenges of locum work — and knows exactly how to turn your 1099 income into long-term financial security.
Schedule Your Locum Strategy Call
Take control of your taxes, income, and financial future.