THE TOP TAX PLANNING FIRM FOR 1099 CRNA’S in Portland, Oregon

The average CRNA saves $18,000 their first year with CBFC

Tax Planning for 1099 CRNAs in Portland

Congrats you made the jump to 1099! What now? We often educate CRNA’s that this decision can make a $2,000,000 difference in their net worth over 15 years. The increased income, the control over benefits, the reduction in taxation, and consequently the additional free cash flow to invest can change your family legacy. We are passionate about playing a small role in this legacy for you and your family. 

At CBFC, we offer “done for you” solutions that turn your tax challenges into financial opportunities.

Our firm’s specialty is tax planning for 1099 CRNAs in Portland, Oregon. Our proven strategies have consistently led to significant savings for our clients, with the average CRNA saving $18,000 in their first year after making the switch to us.

Our Services

At CBFC we offer a comprehensive range of services for 1099 CRNAs designed to reduce taxation and build wealth. Our expert team is dedicated to providing meticulous attention to detail and personalized solutions. Our services include:

Bookkeeping

With meticulous attention to detail, we manage your books, leaving you more time to focus on what you do best.

s-corp & C-Corp payroll

Navigate the complexities of S-Corp/C Corp Payroll with our expertise. Payroll is not just a requirement, but actually is a lever that maximizes some of our tax planning strategies. Both Qualified Business Income deduction (QBI) and Retirement Planning strategies are limited or maximized by W2 Payroll.

Personal and corporate tax returns

We provide comprehensive tax return services, ensuring every deduction and credit is utilized. This is included in our monthly package, no extra invoices at tax time.

tax planning/end of year

Year-end tax planning is crucial for maximizing savings. We guide you through each step. On average we invest 5 hours in our built-in fall tax planning session.

advisory hours

Benefit from our expert advice, tailored to your unique financial situation and goals. Designed to allow you to pick up the phone without receiving an additional invoice.

unlimited audit defense

Have the peace of mind knowing we will stand by our work on every strategy we propose to you. Our licensed team members can represent you at every level of the IRS and every state department. In our higher tier package unlimited audit defense or collections representation is included.

With our comprehensive services and unwavering commitment to your financial success, CBFC is your trusted partner for all your tax and financial needs. Let us take the burden off your shoulders and help you achieve your financial goals with confidence

WHAT CLIENTS ARE SAYING ABOUT CBFC

  • Levi and his team are amazing! He was able to save our business thousands of dollars with his tax planning strategies and he caught some major errors our previous accounting firm made. Very thorough, knowledgeable, and down to earth. He knows his stuff and makes sure to explain it in a way that you understand! Very highly recommended. Reach out to him today. You won’t be sorry!

    Cassie P.

  • Levi Carter and his team are absolute professionals that can help you in all aspects of your financial needs. From complex Estate Planning to Business revenue and expenses, they are a MUST for advice and working the system.

    Lacey E.

  • CBFC has done such a great job helping us get our small business back on track. They have helped us develop a plan for tax savings and planning, which will save us thousands of dollars per year. Additionally, Levi has the heart of a teacher. He not only made specific recommendations, but taught us why these are important and how to implements them. After meeting with Levi, I felt more confident and equipped to manage both our business and personal finances. Working with Commission Based Financial Consulting has been one of the best financial decisions we have ever made.

    Tina A.

  • Levi has truly been amazing to work with. Since joining our team (as it feels that he has), he has educated us in ways that no other CPA has in the past. In my four years at BanningCS, we went through two other CPA firms (both large, respectable firms), and neither spent their time or energy to see that we made real improvements to our financials. They both simply filed the forms and told us where to send the checks. Levi has been a breath of fresh air as he has helped us to plan and adjust for taxes, billings, etc. and shown us the implications of doing so in different quarters/years/etc. His advice has in many ways tweaked and amended the way we do some of our accounting processes.

    Emily R.

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Who we are

We are a white-glove tax and wealthy advisory service for CRNA’s. Our robust team of IRS Enrolled Agents, CPA’s, Tax Attorney’s and administrative staff offer unapparelled service to independent anesthesiologists. “Fiercely Committed to Value” is one of our core values and everything we do has a laser sharp focus on reducing taxation and increasing wealth for the CRNA community.

Meet the Team

  • LIBBI HEINTZ

    TAX & ACCOUNTING MANAGER

  • LEVI CARTER, EA

    MANAGING PARTNER

  • VICTOR STACY, JD

    TAX ATTORNEY

  • PATRICK WILSON, MBA

    SENIOR ACCOUNTANT

  • SAM DOBERENZ, CPA

    SENIOR ACCOUNTANT

  • LAURA CAMPBELL

    EXECUTIVE ASSISTANT

  • KATE UPTON

    PAYROLL SPECIALIST

Join The Cbfc Family

Are you ready to experience the CBFC difference? To make the first step towards better financial management and significant tax savings, click the button below to apply to become a client. Complete the application and set up a discovery call. We’re ready to put you in the driver seat of your financial journey.

Do you still find yourself asking, "1099 what now?" At CBFC, we replace confusion with confidence. Start your journey to improved financial health today.