Financial Health for Mental Health Professionals:
Specialized Tax & Accounting for Mental Health Practices
Tax-ready bookkeeping, proactive tax planning, payroll, and expert tax preparation from an IRS-licensed Enrolled Agent firm, so you can spend more time caring for your clients.
Tired of Juggling Your Practice and Your Paperwork?
You didn't open your practice to worry about bookkeeping, payroll, payroll taxes, or changing tax laws. Our IRS-licensed Enrolled Agents understand the unique financial needs of therapists, counselors, psychologists, and private practices, giving you one trusted team for bookkeeping, tax planning, payroll, and tax preparation.
✔ More Time for Your Clients
✔ Proactive Tax Planning
✔ Financial Confidence Year-Round
✔ Tax-Ready Financials
Your Comprehensive Solution for Financial Management
As nationwide experts, we offer a full suite of services tailored to your practice's needs.
Tax Planning and Preparation
We go beyond basic tax filing. We provide year-round tax planning strategies designed specifically for healthcare professionals to minimize your tax liability and maximize your income.
Payroll & Payroll Tax Services
Simplify payroll for yourself and your staff. Our service ensures accurate paychecks, tax withholdings, and compliance with all regulations.
Tax-Ready Bookkeeping
Our team handles your daily financial tasks, providing clear, accurate, and timely reports. This gives you a real-time understanding of your practice's financial health.
Practice Management Consulting
We provide strategic advice to help your practice grow, from budgeting and cash flow management to optimizing revenue streams
Your Path to Financial Peace in 4 Simple Steps
1. Choose Your Package
2. Complete Your Questionnaire
3. Initiate Bookkeeping Review & Clean-up
4. Seamless Onboarding & Monthly Services
Go Beyond the Books: Strategic Support for Your Practice
The Solo Practitioner
$250 per month. 100% tax deductible.
Best for:
The busy therapist in private practice who needs to stay organized and compliant.
Bookkeeping Included: Up to 50 transactions/month (e.g., bank, credit card)
Included Services:
- Tax-Ready Bookkeeping Included
- Secure client portal access
- One bank/credit card account connected
- Dedicated bookkeeping expert
The Growing Practice
$500 per month.100% tax deductible.
Best for: Practices with a small team or those planning to hire, needing seamless financial management.
Bookkeeping Included: Up to 150 transactions/month (e.g., bank, credit card)
Included Services:
- Everything in the Solo Practitioner plan, plus:
- Annual tax planning
- Up to 2 bank/credit card accounts connected
- Sales tax filing
- Initial internal controls assessment
- Unlimited communication with your bookkeeping team
The Group Practice
$999 per month.100% tax deductible.
Best for: Multi-therapist practices requiring advanced financial oversight and strategic growth support.
Bookkeeping Included: Up to 300 transactions/month (e.g., bank, credit card)
Included Services:
- Everything in the Growing Practice plan, plus:
- Quarterly growth coaching
- Up to 4 bank/credit card accounts connected
- Annual financial budget
- 1099 reporting for contractors
Pricing is based on transaction volume and the specific needs of your practice. All fees are subject to change and do not include applicable taxes. Packages may be customized to fit your business requirements.
Trusted by Healthcare Professionals Nationwide
