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Add a dedicated expert to your Heard team

Work with a dedicated tax and accounting expert who knows your practice, and get proactive guidance on your biggest financial decisions, from an S corp to your first hire. Everything else you love about Heard stays the same.

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Your Q4 check-in
30 min · with your expert
✓
Is it time for an S corp?
✓
Your Q4 estimate, due January 15
✓
What to handle before December 31
Agenda sent yesterday
Michael C., your dedicated expert
Michael · Your dedicated expert
I've reviewed your books through November. On Thursday we'll talk through your S corp decision before year-end.

Your dedicated expert, for one monthly cost

Message anytime, meet whenever you need, and get proactive guidance every quarter, all for one monthly price with no hourly billing. Here's what that looks like.

Message anytime · Early October

A friend mentions something, you send a quick note

No long backstory needed. Your expert already knows your income, your setup and what you're working toward.

Friend said she opened a Solo 401(k). Worth it for me?
Michael C., your dedicated expert
Hi Dana, great question. With how your year is going, a Solo 401(k) could be a good fit, and it may help lower your taxes. I'll pull together your options and the deadlines that apply, and we can walk through them at your Q4 check-in next month.
Meet whenever you need · Early December

Questions before year-end, so you book a quick call

You want to talk through your Q4 estimate before December 31. Thursday's caseload is light, so you grab 30 minutes that day.

Thursday, December 3
9:00 AM
11:30 AM
2:00 PM
4:30 PM
Booked: 30 min with your expert, by video
Proactive guidance every quarter · Mid-December

Your quarterly check-in, with a plan to show for it

Your expert reviews your books first, walks you through the agenda, and sends a written summary with next steps.

Your Q4 check-in summary
What we covered
Your S corp decision for 2027, your Q4 estimate due January 15, and Solo 401(k) options before year-end.
Next steps
Me: step-by-step instructions for your S corp election before March 15
Me: Solo 401(k) options and their deadlines
You: pay your Q4 estimate by January 15
Plus, during tax season · January to April

A dedicated tax expert and relationship manager for your return

So filing is seamless and on time, with someone who knows where your return stands.

For members who join by the filing cutoff.
✓
Documents gathered with you
✓
Return prepared from your books
✓
You review and approve
Filed on time

Someone to think through every big decision with

From deciding on an S corp to running it well and hiring your first clinician.

Upgrade to Premium
Meeting your expert
Week one
S corp decision
When income grows
Running your S corp
Every quarter
Hiring
When you're full
Year-end
Before Dec 31

White-glove from your first call

In your first week, you meet your expert. They review your books and setup, and you leave with a plan for the quarter ahead.

✓
1:1 intro call with your expert
✓
Your books and tax setup reviewed
✓
Your next quarterly check-in on the calendar
Your first week · Example
Meet your dedicated expert
Video call, 30 min
Done
Books reviewed through last month
Your expert and bookkeeper, together
Done
Q4 estimate double-checked
Due January 15
Done
First quarterly check-in
Agenda sent ahead
Booked

Is an S corp right for your practice?

An S corp lowers taxes for some practices and costs more for others. You get an honest answer either way.

✓
A clear yes, not yet, or no for your practice
✓
The costs to weigh: payroll, state fees, added filings
✓
Step-by-step help with the election and its deadline
Your S corp review · Example
Profit at a level where it may make sense
From your year-to-date books
Checked
Reasonable salary for your role
Benchmarked for your state and license
Checked
Payroll and added costs
Heard Payroll is an add-on
Included
Election deadline
For a January 1 start
Mar 15
Your expert's take: worth electing for 2027. Next step at your Q4 check-in.

Run your S corp the right way

Your expert sets your salary and distributions with you, then revisits the split every quarter as your income changes.

✓
A reasonable salary and distribution plan
✓
Accountable plan set up 1:1, so you know what to reimburse
✓
Live help setting up payroll (Heard Payroll is an add-on)
Your pay plan · Example
Salary through payroll
Distributions
Q1 check-in
Split set from your projected income
Set
Q2 check-in
Income up, salary adjusted
Adjusted
Accountable plan
Home office and phone reimbursed
Active

Hire with the numbers in front of you

Full caseload? Your expert maps cash flow, timing and taxes before you add a clinician.

✓
Cash flow before and after a hire
✓
When to hire so the timing works for you
✓
Payroll set up for you and your team
Monthly cash, before and after a hire · Example
Jan
Feb
Mar
Apr
May
Jun
Cash dips while the new clinician builds a caseload. Your expert plans for it before you hire.

Keep more of what you earn at year-end

Before December 31, review the deductions therapists often miss and get your Q4 estimate right while there's still time to act.

✓
Deductions therapists often miss, reviewed with you
✓
What to take care of before December 31
✓
Your Q4 estimate ready before January 15
Year-end review · Example
Supervision hours
Clinical Supervision LLC
Deductible
CEU course
PESI Inc.
Deductible
Home office share
For telehealth sessions
Reviewed
Retirement contribution
Deadline depends on account type
Decide by Dec 31

Is a dedicated expert right for you?

It's a great fit if you're:

✓
In your first year as an S corp, setting up payroll, a reasonable salary and distributions
✓
A solo practice with growing income, wondering whether and when an S corp makes sense
✓
Growing a group practice, thinking through hiring, payroll and how to pay yourself
✓
Someone who wants hands-on help, from one person who knows your practice instead of someone new each time

Happy with your current plan?

Nothing changes unless you choose to upgrade. You still have expert support by message from our team of tax and accounting specialists.

Hands-on help from people you'll get to know

This is human-led, start to finish. Our dedicated experts are tax and accounting specialists who work only with therapy practices. Yours works alongside your Heard bookkeeper and the tax specialist who files your return, so your books, taxes and plans stay connected.

Morgan F., dedicated expert at Heard
Morgan F.
Dedicated expert
Michael C., dedicated expert at Heard
Michael C.
Dedicated expert

What changes when you upgrade

Everything you have today stays, plus your dedicated expert, for one monthly price.

Premium
Sole prop
$399/mo
or $339/mo billed annually
S corp or group practice
$499/mo
or $424/mo billed annually
Upgrade to Premium
You'll see your new price and any prorated charge before you confirm. Heard Payroll is an add-on.
Your dedicated expert
White-glove support from one tax and accounting expert who knows your practice. Included in your price, with no hourly billing.
Four
Quarterly check-ins with an agenda and written summary
Unlimited
1:1 calls by video or phone
Unlimited
Messages, answered by your expert
Plus everything handled for you
✓
A warm handoff. Your expert gets up to speed on your books, so you never start from scratch
✓
Done-for-you bookkeeping. Your books closed every month by a dedicated bookkeeping team
✓
Quarterly tax estimates. Calculated for you, with payment guidance before each deadline
✓
Your tax returns, prepared and filed. Personal return, plus your business return for S corps
✓
S corp support. Salary and distribution plan, accountable plan, payroll setup help
✓
Heard Banking. Business checking with every transaction categorized for you

Questions therapists ask us

How is this different from my CPA?
−

Your return is still prepared and filed for you. Your dedicated expert works with you all year on your books, estimates and big decisions.

What happens to my bookkeeper and tax setup?
+

Nothing changes. Your bookkeeper and tax setup stay the same, and your expert joins your team and gets up to speed on your books.

Who is my dedicated expert?
+

An accounting and tax specialist who works with therapy practices. You keep the same expert all year.

How do meetings work?
+

Book 30-minute 1:1s by video or phone whenever you need, based on your expert's availability. Each quarterly check-in comes with an agenda before and a written summary after.

What's outside my expert's scope?
+

Investment advice and personal financial planning, speaking with the IRS for you, and running payroll for you. Your financial advisor is welcome at any check-in.

Is payroll included?
+

Heard Payroll is an add-on. Your dedicated expert helps you set it up 1:1.

How do I upgrade?
+

In Heard, go to Plan and Billing, choose Change plan, and pick Premium. You'll see your new price and any prorated charge before you confirm, then get a welcome email to meet your expert.

Bring an expert onto your team before your next big decision

Upgrade in a few clicks from Plan and Billing. You'll get a welcome email with next steps to meet your expert.

Upgrade to PremiumSee what it costs
5,000+ therapists trust Heard with their books and taxes