myVault serves three distinct client segments, each with tailored compliance workflows, tax strategies, and advisory services. During onboarding, you'll select the segment that best describes your financial structure.
Healthcare Travelers
Travel nurses, allied health professionals, and other healthcare workers on multi-state assignments.
- Key Challenge — Multi-state tax compliance that changes with every contract.
- Specialized Tools — Traveler Pay Auditor for contract stipend compliance and wage recharacterization risk detection.
- Core Services — Multi-state filing automation, per diem compliance, and proactive tax planning across state borders.
1099 Workers & Freelancers
Independent contractors, self-employed professionals, and gig economy workers.
- Key Challenge — Maximizing write-offs while avoiding surprise tax bills.
- Core Services — Quarterly estimated tax planning, 1099 compliance, home office and business expense deductions, and S-Corp election evaluation.
- Specialized Tools — QBI Deduction Estimator and S-Corp Reasonable Compensation Estimator for entity optimization.
SMBs & Growing Teams
Founders, small business owners, and growing teams that need a virtual back-office.
- Key Challenge — Scaling financial operations without hiring a full-time CFO.
- Core Services — Full-cycle payroll processing, multi-entity reconciliation, fractional CFO advisory, KPI dashboards, and growth strategy.
- Revenue-Based Plan Routing — During onboarding, SMBs select an estimated monthly revenue range (Under $10k, $10k–$50k, or $50k+) to help us recommend the right plan tier.
Not Sure Which Segment Fits?
If you operate across multiple segments — for example, a healthcare traveler who also runs a small business — select the segment that represents your primary income source. Your myVault strategist will help configure additional workflows during your onboarding call.