Get our Tax Deduction Cheatsheet for Therapists

Use this cheatsheet to maximize your deductions and save money on taxes for your therapy practice.

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Try Heard free for 14 daysThe private practice roadmap that ensures you never miss a step.

Stop worrying about missed filings or getting your business setup backwards. Our free assessment audits your compliance steps to build a personalized roadmap—from formation and banking to tax deadlines and multi-state rules.

Get the clarity you need today, with clear signals for when it is time to hire professional help.
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Personalized guidance through the "what-ifs" and “I’m not sure”.

Compliance anxiety comes from the unknown. Our roadmap replaces spreadsheets, confusing google searches, and uncertainty with a living guide built for your specific license and state.

A personalized practice roadmap

What to do now, next, and later — based on your license, state(s), income mix, and goals.

A simple financial homebase

Set up your banking the right way from day one with an optional Heard business checking account.
Already have a business account? You can keep it.

A living compliance calendar

License renewals, CEUs, entity filings, and tax prep windows — with reminders before things are due.

Upgrade signals, not pressure

Clear guidance on when DIY stops making sense and when paid support is actually needed.

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Try Heard free for 14 daysAudit your setup in under 5 minutes.

Stop second-guessing and start following a proven path. Most therapists start their journey with a lot of clinical expertise but very little business infrastructure.

We built this roadmap for therapists who are:
  • Launching or in the early stages of private practice
  • Looking for confirmation that their foundation is solid
  • Ready for simplicity without the administrative overwhelm

Try Heard free for 14 daysGet set up right. From the start.

Without a clear playbook, it’s easy to get tripped up by the administrative fine print. We’ve turned that uncertainty into a step-by-step system. Our free assessment helps you identify these gaps before they become expensive problems.
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We see therapists commonly struggling with:

Choosing a business structure without understanding therapist-specific tradeoffs

Mixing personal and practice money early on

Guessing about multi-state rules or credentialing timing

Realizing at tax time something should’ve been set up differently

Missing annual filings, fees, or license renewals

Try Heard free for 14 daysUpgrade to expert help when you're ready.

As your practice grows, your needs will change.

Our roadmap helps you identify the exact moment when the "do it yourself" approach starts costing you more than it saves.
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You should DIY until it no longer serves you. We will tell you:

When your practice complexity has increased
When structure changes (like S corp) are worth revisiting
When paid support will actually save time, money, or stress

Heard is the only financial management software built for therapists and wellness practitioners that enables you to manage your bookkeeping, taxes, and payroll-all in one place.

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