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Tax & Accounting for Therapists in Private Practice
Bookkeeping, payroll, and tax planning for therapists, psychologists, and counselors in private practice. One CPA knows your practice, keeps your books, files your returns, and answers your questions directly, so you can give your energy to your clients instead of your finances.
Answer three quick questions, then pick a time for a free 20-minute call. No sales pitch, and no obligation.
Sample conversation. Questions are answered by the CPA who keeps your books, usually the same business day.
- Licensed Florida CPA firm
- Serving therapists in all 50 states
- Encrypted client portal
- Fixed monthly pricing
A CPA Firm Built Around the Business of Therapy
Grad school taught you how to help clients, not how to run a business. You shouldn't have to become an accountant to have a healthy practice. Here's how we work.
You Talk to a CPA by Name
Your questions go to a licensed CPA who knows your practice and its history. Every answer is written for your situation, in clear, everyday language.
Books, Payroll, and Tax Under One Roof
The same firm that keeps your books each month also prepares and signs your tax returns. Nothing gets lost between providers, and you never have to explain your practice twice.
Planning That Happens Before December
Decisions about S corps, your salary, and quarterly taxes are made during the year, while there's still time to act on them, not in a scramble at tax time.
How We Help Therapists
Every package includes your bookkeeping, your tax returns, and a CPA you can reach. Here's where therapists usually need us most.
S Corps for Therapists
Find out whether an S corporation would lower your taxes, and get it set up correctly if it will.
Learn about S corpsBookkeeping for Therapists
Monthly books that match your Headway, Alma, Stripe, and insurance deposits, with nothing for you to sort.
See how it worksGroup Practices
Payroll for W-2 and 1099 clinicians, multi-state filings, and reports that show how the practice is really doing.
Explore group supportStarting a Practice
Leaving an agency or group? Set up your entity, bank account, and quarterly taxes the right way from day one.
Read the startup guideWho We Serve
We work with licensed mental health professionals in private practice, from busy solo practices to multi-state groups.
- Psychologists (PhD, PsyD)
- Licensed professional counselors (LPC, LPCC, LMHC)
- Clinical social workers (LCSW, LICSW)
- Marriage and family therapists (LMFT)
- Psychiatric nurse practitioners
- Telehealth and multi-state practices
- Group practices with W-2 or 1099 clinicians
- Therapists paid through insurance platforms
- Headway
- Alma
- Grow Therapy
- SonderMind
- SimplePractice
- Stripe
- Insurance panels
We work every month with payouts from Headway, Alma, Grow Therapy, SonderMind, SimplePractice, Stripe, and insurance panels. We match each deposit to what you actually earned, track the fees taken out along the way, and make sure the 1099s you receive line up with your income at year-end.
How It Works
Getting started takes three steps. After that, your practice runs on a steady monthly rhythm.
Free Discovery Call
On a 20-minute call, we talk about how you're paid, how your practice is set up, and what's worrying you about taxes. You'll leave with a clear sense of where you stand, whether or not you hire us.
Onboarding, Done for You
We connect your bank, your payment platforms, and payroll, and we set up your secure client portal. Most practices are fully onboarded within two to three weeks after we receive your documents and account access. If earlier months need catching up, we quote that separately.
Your Monthly Rhythm
Your books are closed and reviewed each month, payroll is checked, quarterly estimates arrive with a due date, and we meet to plan before year-end. By tax season, there are no surprises.
Monthly Packages
One monthly price covers your bookkeeping, your tax returns, and your CPA's time. No hourly bills.
Foundation
For solo therapists who file as a sole proprietor or single-member LLC.
Ascent
For therapists whose practice is an S corporation, or ready to become one.
Summit
For group practice owners, multi-state practices, and higher-income therapists.
Monthly packages are built for practices bringing in $100,000 or more a year. Prices don't include your QuickBooks Online or Xero subscription. Need one-time help instead? See one-time services.
One-Time Services
Not ready for a monthly package? These one-time services have no revenue minimum and no subscription.
- Personal Tax ReturnYour individual tax return (Form 1040)From $400
- Self-Employed Tax ReturnYour return with practice income as a sole proprietor or single-member LLCFrom $700
- Business Tax ReturnYour S corporation or partnership return onlyFrom $1,000
- Tax Planning SessionA one-time tax projection and planning session$500
- S Corp AnalysisS corporation analysis, plus election and payroll setup if it makes sense$750
- Catch-Up BookkeepingCatch-up bookkeeping for past months$200 per month cleaned ($750 minimum)
- Notice ProtectionIRS and state notice coverage, added to any service$15 per month
What Affects the Price
Starting prices cover a typical return. Here's what's included, and what can add to the price. You'll always get a firm quote after we review your documents, before any work begins.
Personal Tax Return (from $400) includes
- Your federal return and one state return
- W-2 wages, interest, dividends, retirement income, and Social Security
- Standard or itemized deductions and common credits, such as the child tax credit
- E-filing and secure document exchange
Schedule C (from $700) and Business Tax Return (from $1,000) include
- One business with books that are reconciled and current
- Federal return and one state return
- K-1s for up to two owners
- Depreciation on a typical set of business assets
What can increase the price
- Additional state returns
- Rental properties (each property adds work)
- Investment sales, cryptocurrency, or high-volume trading
- K-1s received from partnerships, S corporations, or trusts
- Foreign accounts, income, or reporting forms
- Additional businesses or owners
- Books that need cleanup before the return can be prepared
- Missing prior-year records, carryovers, or basis history
Questions Therapists Ask Us
What About Client Confidentiality and HIPAA?
We never need client names, session notes, or any protected health information to do your books or your taxes. Your books need only deposit amounts and payers, not who you treat. Documents move through an encrypted client portal, and our written information security plan follows the FTC Safeguards Rule that applies to tax return preparers.
Do I Have to Switch Bookkeeping Software?
Your EHR, such as SimplePractice or TherapyNotes, stays exactly as it is. For bookkeeping, we work in QuickBooks Online and Xero, and we'll move your books over during onboarding if needed. The software subscription isn't included in our package prices.
I'm Just Starting My Private Practice. Is It Too Early?
Our monthly packages are built for practices bringing in $100,000 or more a year. If you expect to reach that in your first full year, we can start with you right away. If not, our one-time services, like a personal tax return or a tax planning session, give you a CPA's help until you get there.
I Still Have a W-2 Job. Can You Help with My Side Practice?
Yes. We plan your estimated taxes around both, so the withholding from your job and your practice income work together instead of leaving you with a surprise bill.
Ready to Take Your Practice to the Next Level?
Answer three quick questions, then pick a time for a free 20-minute discovery call.