Accountants
The following list are recommended from your peer CRNAs. These accountants should understand the needs of a 1099 CRNA and the overall implications of your financials and income.
*This is a list of CRNA recommended groups or individuals and experiences will vary. Please do your own interview to ensure that the person or group can meet your needs appropriately and due diligence in ensuring the you get the right fit for you.
Florida
Illinois
Brent Summerfield
Brent@Summerfieldtax.com
217-520-9363
Iowa
Lori Schaffer Main Office
800 Frances Building
505 5th Street
Sioux City, IA 51101
Main Number 712-277-3931
Fax 712-233-3431
Toll Free 800-274-3931
Email mail@hcwcpa.com
Kentucky
2660 w park dr., Paducah, ky 42001
270-415-9945
Wealth Management: Andrew DuPerrieu
Assurance: Molly Blythe
Tax & Accounting: Dane Blythe
Maryland
Mike Jackson
Mpj accounting
Maryland mjackson@mpjaccounting.com
Michigan
Nichols Financial Group
323 Gratiot Av
Alma, MI 48801
989-463-0020
888-740-8933
muskegan MI
Mississippi
Ron Russell, CPA Jackson, MS
New York
Jim Glownia
716-631-8900
Office: (716) 631-8900
Toll-Free: (800)742-8162
Fax:(716)631-3023
8340 Main Street PO Box 1424
Williamsville, NY 14221
North Carolina
James Ogburn CPA
RALEIGH, NC
919-676-1998
CRNA Tax Associates
Jeremy L. Stanley CFP, AIF
100 N Cherry St., Suite 350
Winston-Salem, NC 27101
336-793-2264
Ohio
Todd Volcansek Accountant
440-899-7116
Toddvolcansek@furrercpa.com
28045 Clemens Rd.
Westlake, OH 44145
Oklahoma
Tennessee
Sidney Goldstein CPA
Second Opinion Consultants
5100 Poplar Ave. Suite 720
Memphis TN 38137
(901) 359-4863
(901) 766-7510
Texas
Allen Lizza, CPA with Perry Reed and Assoc.
Longview, TX
(903) 757-4071
Jack Ewing CPA,
(956) 682-2853,
jewing@elecpa.com,
1201 E Nolana
McAllen TX 78504
Frost - Houston Tx
George Lewis CPA
George@georgelewisCPA.com
Fort Worth, TX 76109
Washington
Paul Fruci 802 N. Washington St., Spokane, WA 99201
Telephone: 509-624-9223
Toll Free: 877-264-0486
Fax: 509-742-9211
Financial Advisors
These may also be accountants but will advise you on your investment strategies. These should be able to speak to tax savings, sheltering income, lowering your overall tax burden and how you will be able to retire in the future.
Arizona
Connecticut
Marcello Depascale
Shelton CT
203 513 6368
Investments and Disability Insurance
Florida
Danielle Lucht Financial Planner,
(239) 410-3597,
dalucht@gmail.com, Fort Myers, FL
Kentucky
2660 w park dr., Paducah, ky 42001
270-415-9945
Wealth Management: Andrew DuPerrieu
Assurance: Molly Blythe
Tax & Accounting: Dane Blythe
Minnesota
Paul Peterman
Morgan Stanley
Rochester, Mn.
Direct: (507) 529-4403
Toll-Free: (800) 328-8191
https://fa.morganstanley.com/paul.l.peterman/index.htm
North Carolina
CRNA Financial Planning®
President and Founder – Jeremy L. Stanley, CFP®, AIF®
Main Location:
Contact us at: inquiry@crnafinancialplanning.com
Website: crnafinancialplanning.com
Toll free: 855.304.3748
Direct: 336.714.7400
Oklahoma
Craig Dietert
6528-F East 101st St South
Tulsa, OK 74133
918-298-2439
Virginia