START HERE
How we help.
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RESOURCES
Templates, breakdowns, and guides.
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STEP 1: Tax Tools
Run the free diagnostic tools to find your first gap.
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STEP 2: Audit Your CPA
20 questions that separate a true tax specialist from an accountant!
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STEP 3: LLC, Sole Prop, or S-Corp?
Your entity structure is the foundation every tax and retirement strategy sits on.
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STEP 4: State Strategy
This module covers PLLC requirements, state S-Corp recognition, multi-state registration, and how your state choices affect your tax strategy.
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STEP 5: The Complete Tax Audit Guide
A step-by-step breakdown of what should be in place —
and where you may be exposed right now.
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STEP 6: Quarterly Estimated Tax Planner
This module covers how much to pay quarterly, when, how to calculate the safe harbor, and how to avoid underpayment penalties. Founding members get first access when it launches.
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STEP 7: Top Deductions Your CPA May Be Missing
This module covers the deductions most anesthesia providers leave on the table — Augusta Rule, home office, vehicle, paying your kids, and more. Each cited to the IRS code. Founding members get first access when it launches.
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STEP 8: Insurance (Health/Mal/Dis/Life)
This guide dismantles the single objection that keeps more providers in W2 employment.
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STEP 9: Retirement
Step 9 — Retirement: Solo 401(k), SEP IRA, Cash Balance
Coming soon. This module covers which retirement vehicles you qualify for as a 1099 provider, how much you can actually contribute, and how to set it up. Founding members get first access when it launches.
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STEP 10: Contract Negotiation & Rate Optimization
This module covers contract red flags, non-compete enforceability, rate negotiation, and how to contract directly with hospitals. Founding members get first access when it launches.
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STEP 11: Multi-State Scaling & Credentialing
This module covers licensing compacts, credentialing timelines, and how to structure a multi-state 1099 career efficiently. Founding members get first access when it launches.
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BONUS COURSE: The 1099 Retirement Blueprint
The 1099 Retirement Blueprint A properly structured retirement plan is the biggest tax lever for 1099 CRNAs—often the difference between $2M and $4M+ in wealth
Inside:
Blueprint Breakdown: Masterclass on the Solo 401(k) + Cash Balance stack
Find Your Path: A 30-second assessment to find your exact starting line
Action: Watch the video, take the assessment, and get routed to your custom execution training
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