Books
Monthly bookkeeping, therapist-specific tagging, and CPA review.
Services & pricing
Tax planning and protection for each stage of practice.
Compare service levels, pricing, and practice fit before beginning qualification through Book a call.
TheraTax offers three levels of tax planning and practice protection for therapists in private practice: Starter, Growth, and Elite.
Clean books, accurate tax preparation, and IRS monitoring form the foundation. As a practice becomes more complex, Growth and Elite add payroll, proactive strategy, entity review, tax compliance, and deeper guidance. Corporate maintenance and legal services are available under a separate add-on scope and are not included in the monthly plan fee.
The plans change in depth—not in the commitment to clear, therapist-centered support.
The connected service system
Plan proactively. Protect your practice. Keep the foundation sound.
Every plan begins with bookkeeping, tax preparation, and IRS monitoring. Growth and Elite add payroll, proactive strategy, entity review, tax compliance, and deeper practice guidance. Corporate maintenance and legal work are separately scoped.
Taxes
Return preparation, quarterly estimates, and increasingly proactive planning.
Protection
IRS monitoring, audit protection, entity review, and access to separately scoped corporate-compliance support.
Connected throughout the year
How ongoing support stays connected.
Review, monitoring, strategy, payroll, support, and compliance work stay coordinated around the same financial foundation.
- 01Review BooksAnalyze financial records
- 02Monitor PerformanceTrack key metrics
- 03Bank Grade SecuritySoc 2 Type II Certified tools
- 04Monitor IRS AccountsGet notified of changes in your IRS account.
- 05Develop StrategyPlan tax reductions
- 06Process PayrollEmployee and Contractor Payroll
- 07Provide SupportAsk questions and get answers
- 08Maintain ComplianceLearn the rules to avoid penalties
Services and pricing
Choose the level of stewardship your practice needs.
Every plan is built for therapists in private practice. The difference is the depth of planning, monitoring, payroll, protection, and communication included.
Compliance and clarity
Starter
For solo therapists with under $50K in annual net profit who want simple, stress-free tax support and a solid financial foundation.
$297/month
Is this plan right for me?
Ideal for:
- Part-time or early-stage solo clinicians
- Therapists with minimal expenses or straightforward bookkeeping
- Providers who want clean books, confident tax filing, and gentle guidance
- Clinicians preparing to grow into higher revenue or more complex operations
- Monthly bookkeeping and financial reports
- Personal tax return preparation
- Annual 60-minute tax-planning session
- IRS tax-account monitoring
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/month
Is this plan right for me?
Ideal for:
- Full-caseload solo clinicians
- Therapists increasing rates, adding services, or expanding hours
- Providers with growing expenses, quarterly tax needs, or strategic planning goals
- Clinicians who want more visibility into financial performance and tax opportunities
- Monthly bookkeeping and financial reports
- Personal and business tax return preparation
- Quarterly tax-planning sessions
- Payroll, entity review, and tax compliance
Planning and tax reduction
Elite
For established practices
From $997/month
Is this plan right for me?
Ideal for:
- Therapists who have hired additional clinicians
- Practices with W-2 or 1099 providers
- Multi-location practices needing financials separated by site
- Clinics requiring payroll, supervision-structure, and multi-provider financial support
- Everything in Growth
- Financial reporting by location
- Quarterly strategy sessions
- Priority planning, monitoring, and communication
Plan comparison
What each plan includes.
Compare the recurring services included at each level. Final scope is confirmed before an engagement begins. Separately scoped add-ons are not shown as monthly inclusions.
| Service | Starter | Growth | Elite |
|---|---|---|---|
| Monthly bookkeeping | Included | Included | Included |
| Monthly financial reports | Included | Included | Included |
| Monthly financial reports by location | Not included | Not included | Included |
| Therapist personal tax return preparation | Included | Included | Included |
| Therapist business tax return preparation | Not included | Included | Included |
| Estimated-tax calculations | Included | Included | Included |
| IRS tax-account monitoring | Included | Included | Included |
| Annual 60-minute tax-planning session | Included | Not included | Not included |
| Quarterly 60-minute tax-planning sessions | Not included | Included | Included |
| 1099 preparation for vendor payments issued | Included | Included | Included |
| Payroll processing for employees | Not included | Included | Included |
| Contractor payment processing | Not included | Included | Included |
| Entity review | Not included | Included | Included |
| Company compliance | Not included | Not included | Included |
| Tax compliance | Included | Included | Included |
Book a call begins fit guidance and consultation scheduling. It does not collect payment or create an engagement.
The full picture
What each service area actually includes.
Pricing stays concise. Open a service area when you want the detail behind the plans.6 service areas3 levels of supportOpen only what you need
Bookkeeping11 inclusions
The recurring financial record that keeps practice decisions grounded.
- Monthly bookkeeping through Digits
- Therapist-specific transaction organization
- Bank and credit-card reconciliations
- Profit-and-loss and balance-sheet reporting
- Owner draw and reimbursement tracking
- Business and personal expense separation
- Revenue tracking by service type
- Payroll and contractor expense tracking
- Year-end cleanup and tax-ready financial package
- CPA review
- Real-time dashboards and deeper automation in higher service levels
Tax preparation10 inclusions
Annual federal and state filing support matched to practice complexity.
- Schedule C and single-member LLC preparation
- S corporation preparation in Growth and Elite
- Multi-state and group-practice complexity in higher service levels
- Quarterly estimated-tax calculations
- Federal and applicable state return preparation
- Reconciliation of books to the filed return
- Fixed-asset and depreciation review
- Contractor filing support where included
- Review of therapist-practice expense categories
- Support for notices related to returns prepared by TheraTax, within the agreed scope
Tax planning10 inclusions
Decisions made before year-end rather than explanations after filing.
- Entity planning and S corporation optimization in Growth
- TaxPlanIQ strategy implementation in Elite
- Quarterly strategy sessions in Elite
- Payroll and compensation guidance in Growth and Elite
- Annual or quarterly planning conversations by service level
- Income and estimated-tax projections
- Scenario planning for practice-stage changes
- Cash-flow considerations for hiring and expansion
- Adjustments when income or service offerings change
- Retirement and deduction opportunities considered when appropriate
Monitoring and protection10 inclusions
Ongoing visibility into IRS activity and protection appropriate to the plan.
- Tax Rock transcript monitoring
- Ten-year SSN and EIN transcript report in Starter
- TaxProtectionPlus audit protection in Growth and Elite
- CPA-managed monitoring response in Elite
- Visibility into balances, notices, and transcript changes
- Recurring compliance review at the frequency included in the plan
- Documentation practices that support tax preparation
- Review of unusual financial activity within the bookkeeping scope
- Separation of business and personal financial activity
- Escalation of issues that require a separate engagement
Entity and corporate compliance9 inclusions
Entity review plus separately scoped maintenance and legal coordination for the business structure surrounding the practice.
- Entity planning and S corporation optimization in Growth
- Annual state registrations and business renewals available as a TheraTax add-on
- S corporation election support available as a TheraTax add-on
- Corporate minutes and resolutions for LLCs and S corporations available through a qualified law firm
- Ownership-change tracking available through a qualified law firm
- Operating-agreement review available through a qualified law firm
- Entity structuring completed by a qualified law firm as needed
- Add-on scope and delivery owner confirmed before engagement
- No guarantee of good standing, liability protection, or asset-protection outcomes
Communication4 inclusions
A guided relationship with access that increases by service level.
- Basic Moxo chat access in Starter
- Unlimited Moxo chat in Growth
- Priority Moxo communication in Elite
- Plan guidance before agreement and payment
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…
Begin with qualification.
Book a call does not complete a purchase. It begins fit guidance and consultation scheduling.