Tax-saving guidance for therapists

Save thousands of dollars on taxes with smart tax optimization tailored for private practices.
Get Started Now
Thank you! Your submission has been received!
Smart Tax Optimization
July
$
2,189
June
$
1,287
May
$
647
Total Saved
$
22,378
"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
"Since signing up with Heard, I am able to dedicate more time to being present for my growing private practice. Stress level = 0. Thank you Heard!"
Grace Duarte de Baker
LCSW, CCTS-I
"Heard offers a great platform for bookkeeping services, with a suite of tools that every therapist must have. Their team is always ready and willing to help you out when needed. "
Dr. Jada Philips
PhD

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

Get Started Now
Thank you! Your submission has been received!
Accounting
Payroll
Taxes
Business formation

Don’t pay too much in taxes for your private practice.

Too many therapists pay too much in taxes for their private practice because they don’t know the optimal way to structure their business, pay themselves, and maximize deductible expenses.

When you join Heard, we look at your practice’s finances and identify where you could potentially save money on taxes. We check in on your practice every quarter and make recommendations when we see tax savings opportunities related to a variety of factors. Best of all, we implement our recommendations for you.

Features in a nutshell

Quarterly financial check-ins

Your tax expert will review the financial health of your practice, discuss any recommendations, and remind you of upcoming estimated tax payments.

Structure your practice right

We monitor your business and when the timing is right, we’ll discuss setting up or changing your corporate structure — then handle all the paperwork for you.

Find out how much to pay yourself

How much you pay yourself as the owner of your practice and how much you take as business profit can have a big impact on your overall tax burden. We’ll calculate the most tax-efficient amount following IRS guidance.

Maximize deductions

Because Heard handles your practice’s bookkeeping too, we track all of your business tax-deductible expenses and make sure those are claimed on your tax returns.

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

Get Started Now
Thank you! Your submission has been received!
Accounting
Payroll
Taxes
Business formation