Bookkeeping & Taxes

Explore Bookkeeping & Taxes Guides

Explore insights, tips, tools and guides written and collected by our experts on topics including healthy money mindsets, budgeting, forecasting, goal setting, advertising, and more.

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Bookkeeping & Taxes
Featured Article
Sep 15, 2021

Embracing the Abundance Mindset as a Therapist

Caught in a scarcity mindset trap? Learn how to put yourself in abundance mode.

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Heard Editorial Team

Why should you use a bookkeeper?

Learn why having a bookkeeper can be beneficial to your practice as both a therapist and a business owner.

Heard Editorial Team

When are my taxes due?

Yeah, you know tax season is coming up. But when do you actually need to file your taxes by? Here are the most important dates to know.

Heard Editorial Team

What's the difference between a W9 and a 1099?

If you work as a self-employed contractor, here are some forms you may want to learn more about during tax season.

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What is the difference between an accountant and a bookkeeper?

Learn the key differences between hiring a bookkeeper or an accountant to grow your practice.

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What does a bookkeeper actually do?

Learn more about how having a dedicated bookkeeper can grow the financial health of your practice.

Heard Editorial Team

What are the tax brackets for the current tax year?

Not only is your salary, caseload and client list changing every year, but so are the tax brackets! Learn more about annual tax brackets for the 2020-2021 tax filing year.

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What are some tax basics I should know as an S corporation?

Filing your taxes as an S corp this year? Read up on the answers to your most important questions.

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What are some tax basics I should know as a sole proprietor?

Filing your taxes as a sole proprietor this year? Here are some things you should know as a mental health practitioner.

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Living and Practicing in Separate States? Here are the Tax Details Every Therapist Should Know

COVID has pushed us all into new working situations. Here's what you should know if you're currently living and practicing in separate states.

Heard Editorial Team

How do I switch from a sole proprietor to an S corporation?

Thinking of switching up your business entity? Here's how to become an S corporation.

Heard Editorial Team

The Most Valuable Tax Write-Offs for Therapists

Here are some common tax write offs for therapists in private practice that can help you save on your annual tax return.

Heard Editorial Team
"I am so thankful that Heard exists! I am especially grateful for the ease of communicating with my bookkeepers who are accessible and answer questions without any additional fees."
Dr. MaryBeth Bailar
PsyD
"Heard has proved to be an invaluable resource in helping me better manage the business side of my practice. The Heard team genuinely cares about the work they do to help us therapists improve the fiscal health of our practices. "
Dr. Erin Joyce
PsyD
"Working with Heard has helped me to feel more in control of my private practice. At any given moment, I know exactly how I’m doing financially. There are no more mysteries! "
Melanie Evans
LCSW

Heard is a complete financial management service that combines software and CPAs to handle:

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Accounting
Payroll
Taxes
Business formation