Tax Planning
Proactive tax strategy that helps therapists keep more of what they earn.
Exclusively for therapists in private practice
Build your practice. Know your numbers.
TheraTax delivers specialized financial care for mental health professionals—combining bookkeeping, tax strategy, compliance, and year-round protection into one seamless, supportive experience. We help you stay organized, reduce taxes, protect your practice, and make confident financial decisions without the overwhelm.
Financial clarity without the scramble.
Planning, monitoring, and guided communication designed around the way a therapy practice actually grows.
Connected by designOne firm. One connected view.
01Proactive tax planning
02Monitoring and protection
03Books that support decisions
Asset protection
Structure supports a more resilient practice.
Thoughtful planning, compliance, and tax work help strengthen the safeguards around your business, income, and long-term plans.
Choose the right entity
Review whether the current structure still fits how the practice earns, hires, and grows, and identify questions that need tax or legal counsel before changes are made.
Corporate compliance
Support good-standing requirements and consistent business formalities through separately scoped services. TheraTax can handle annual state registrations, business renewals, and S corporation election support; corporate minutes, resolutions, ownership changes, operating-agreement review, and entity structuring are coordinated with a qualified law firm.
Tax compliance
Maintain accurate records, timely filings, estimated payments, and documented decisions so tax obligations remain organized throughout the year.
Entity and compliance services support sound administration but do not guarantee good standing, liability protection, or asset-protection outcomes.
Six connected service areas
Financial support built around the whole practice.
Tax planning leads the relationship. Bookkeeping, preparation, monitoring, entity support, and communication keep the work connected throughout the year.
Bookkeeping
Accurate, therapist-focused bookkeeping that keeps your practice financially healthy and audit-ready.
Tax Preparation
Stress-free, accurate tax filing designed specifically for therapists and mental health professionals.
Monitoring & Protection
Continuous financial oversight that protects your practice from risk and keeps you compliant.
Entity Support
Entity guidance that keeps practice structure connected to taxes, records, and growth.
Communication
Clear, professional communication that supports your practice's financial decisions and operations.
Business Operations Cycle
Get Support and Feel Supported
TheraTax coordinates the recurring financial work around your practice so support stays connected throughout the year.
Selected state
Georgia
A Georgia practice should track entity classification, estimated payments, and whether expansion adds payroll or multi-state questions.
Individual income taxGeorgia imposes an individual income tax.
Estimated-payment dates2026: April 15, June 15, September 15, and January 15, 2027
2027: April 15, June 15, September 15, and January 15, 2028
State guide foundation
A real U.S. map, with state guidance kept in context.
Select a state directly on the map.
State information is a planning reference. States marked as pending in Tiffany’s workbook require official-source review before client advice or filing work.
2026 educational estimate
See what changes an estimated payment.
This simplified federal preview uses business profit, filing status, other income, withholding, and prior-year total tax. It does not save your entries.
Federal planning preview
Estimated quarterly amount
$4,626
Net business profit$85,000
Federal income tax$8,549
Self-employment tax$12,010
Three levels of support
Find the starting point that fits now.
Protection and strategy
Growth
For therapists earning above $50K in annual net profit who need deeper tax strategy, proactive planning, and expanded support as their practice grows.
$597/monthExplore Growth
Clear client communication
Keep the conversation connected to the financial work.
Questions, records, explanations, and next steps stay organized around the work they support, so therapists can understand what needs attention and what comes next.
Client perspectives
Real experiences from therapists in private practice.
Tiffany is a trusted and knowledgeable professional who brings clarity, organization, and calm to what can often feel overwhelming. Her attention to detail and ability to explain complex fin…
Tiffany Parker has been our tax preparer and bookkeeper for the past 4 years. Her work is thorough and meticulous. She truly cares about the financial health of our business. I wholeheartedl…
A clearer next step
Start with fit, then choose the right level of support.
The guided flow confirms that TheraTax is the right kind of firm, offers plan guidance, and prepares you for a consultation.