Plans tailored for
your practice

Get started today. 100% tax deductible.

Annual commitment required for 2023 tax services only.

Sole Proprietor or Single Member LLC
Save 15%
Annual Plan
$169/mo
$2,0282 Billed annually
includes:
Annual income tax return prep and filing (personal)
Our team files your annual state and federal personal income tax return. Because we also do your bookkeeping, we’re able to maximize your deductions which translates to more savings.
Quarterly tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping services
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial reports and profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit. Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
S Corporation eligibility assessment
We’ll run an assessment to determine when it’s the right time to form an S Corporation.
Bookkeeping and tax professionals specialized in therapy practice
Our only focus is therapists. That means our team of bookkeeping and tax professionals are experts in therapy practices and all of the nuances that come with running one.
Unlimited in-app messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.
S Corporation
Save 15%
Annual Plan
$255/mo
$3,060 Billed annually
everything in Sole proprietor, plus:
Annual income tax return prep and filing (personal and business)
Our team files your annual state and federal personal and business income tax return. Because we also do your bookkeeping, we’re able to maximize your deductions which translates to more savings.
S Corporation compliance
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren’t compliant with S Corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.
Reasonable salary determination
Throughout the year, we’ll review your reasonable salary to make sure you’re paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice’s profits and overall business success. This feature is available to S Corporations only.
Payroll setup assistance via Gusto
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Available as an add-on for $39/month plus $6/month per employee.
S Corporation election
We’ll file Form 2553 for you to elect your therapy practice be taxed as an S Corporation by the IRS. We help you meet S Corporation requirements: Incorporation and EIN changes. You can deduct certain business expenses, such as salaries, wages, bonuses, rent, utilities, and supplies. Deducting these expenses can reduce your taxable income and lower your taxes.
Sole Proprietor or Single Member LLC
Save 15%
Annual Plan
$169/mo
$2,0282 Billed annually
includes:
Annual income tax return prep and filing (personal)
Our team files your annual state and federal personal income tax return. Because we also do your bookkeeping, we’re able to maximize your deductions which translates to more savings.
Quarterly tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping services
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial reports and profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit. Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
S Corporation eligibility assessment
We’ll run an assessment to determine when it’s the right time to form an S Corporation.
Bookkeeping and tax professionals specialized in therapy practice
Our only focus is therapists. That means our team of bookkeeping and tax professionals are experts in therapy practices and all of the nuances that come with running one.
Unlimited in-app messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.
S Corporation
Save 15%
Annual Plan
$255/mo
$3,060 Billed annually
everything in Sole proprietor, plus:
Annual income tax return prep and filing (personal and business)
Our team files your annual state and federal personal and business income tax return. Because we also do your bookkeeping, we’re able to maximize your deductions which translates to more savings.
S Corporation compliance
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren’t compliant with S Corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.
Reasonable salary determination
Throughout the year, we’ll review your reasonable salary to make sure you’re paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice’s profits and overall business success. This feature is available to S Corporations only.
Payroll setup assistance via Gusto
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Available as an add-on for $39/month plus $6/month per employee.
S Corporation election
We’ll file Form 2553 for you to elect your therapy practice be taxed as an S Corporation by the IRS. We help you meet S Corporation requirements: Incorporation and EIN changes. You can deduct certain business expenses, such as salaries, wages, bonuses, rent, utilities, and supplies. Deducting these expenses can reduce your taxable income and lower your taxes.

Payroll

Add-on
We partner with Gusto to provide new hire reports filed with state(s), preparation and filing of quarterly payroll returns, and more!
$39/mo
+ $6/person
Sole Proprietor or S Corporation
Save 15%
Annual Plan
$255/mo
$3,060 Billed annually
Includes:
Annual income tax return prep and filing (business only)
Our team files your annual state and federal personal income tax return. Because we also do your bookkeeping, we’re able to maximize your deductions which translates to more savings.
Quarterly tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping services
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial reports and profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit. Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
S Corporation eligibility assessment and election
We’ll run an assessment to determine when it’s the right time to form an S Corporation.
S Corporation compliance
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren’t compliant with S Corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.
Reasonable salary determination
Throughout the year, we’ll review your reasonable salary to make sure you’re paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice’s profits and overall business success. This feature is available to S Corporations only.
Payroll setup assistance via Gusto
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Available as an add-on for $39/month plus $6/month per employee.
Bookkeeping and tax professionals who specialize in therapy practices
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Available as an add-on for $39/month plus $6/month per employee.
Unlimited in-app messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.

Payroll

Add-on
We partner with Gusto to provide new hire reports filed with state(s), preparation and filing of quarterly payroll returns, and more!
$39/mo
+ $6/person

Heard provides more for less.

Join the thousands of therapists who rely on Heard for tax savings, up-to-date books, and financial reporting that unlocks growth opportunities.  No more late nights, no more tax panic. Just clarity and confidence to build a thriving therapy practice.

Book a consult

Which plan is right for me?

Solo Practice

Sole Proprietor
You:
  • Are taxed as a Sole Proprietor
  • Want to delegate bookkeeping and taxes to experts
  • Need help with preparing and filing quarterly and annual taxes

Solo Practice

S Corporation
You:
  • Are taxed as a S Corporation
  • Need help complying with S corporation requirements
  • Are looking to maximize your tax savings

Group Practice

Sole Proprietors or S Corporation
You:
  • Have a practice with 2-10 employees or contractors
  • Are taxed as a Sole Proprietor or S Corporation
  • Are looking to maximize your tax savings

Why Heard?

Review the features you get with Heard that you may not be getting now.

What’s included:HeardAccountantSoftware
Bookkeeping
Bookkeeping and tax professionals who specialize in therapy practices
Our only focus is therapists. That means our team of bookkeeping and tax professionals are experts in therapy practices and all of the nuances that come with running one.
Monthly bookkeeping services
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Dedicated bookkeeper
Financial reports
Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
Unlimited in-app messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.
Taxes
Quarterly tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Annual business tax return prep and filing (for S Corporations only)
Our team files your annual state and federal personal and business income tax return. Because we also do your bookkeeping, we’re able to maximize your deductions which translates to more savings.
Annual personal tax return prep and filing ($450 extra charge for Group Practice S Corporations)
Our team files your annual state and federal personal income tax return. Because we also do your bookkeeping, we’re able to maximize your deductions which translates to more savings.
Budgeting and Tracking
Expense breakdown
A single place to keep important documents and receipts
Profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit.
S Corporation
S Corporation compliance
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren’t compliant with S Corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.
Reasonable salary determination (for S Corporations only)
Throughout the year, we’ll review your reasonable salary to make sure you’re paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice’s profits and overall business success. This feature is available to S Corporations only.
S Corporation election
We’ll file Form 2553 for you to elect your therapy practice be taxed as an S Corporation by the IRS. We help you meet S Corporation requirements: Incorporation and EIN changes. You can deduct certain business expenses, such as salaries, wages, bonuses, rent, utilities, and supplies. Deducting these expenses can reduce your taxable income and lower your taxes.
S Corporation eligibility assessment
We’ll run an assessment to determine when it’s the right time to form an S Corporation.
Payroll
Add-on
Payroll setup assistance via Gusto
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Available as an add-on for $39/month plus $6/month per employee.
Run payroll for W2 employees and 1099 contractors
File and remit payment for state and federal payroll taxes
Unlimited payroll support

Why Therapists Trust Heard

“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 makes everything simple when it comes to tracking my finances. I love that I can manage my books and file my taxes all from one place.”

Amanda Budris
PHD

Check out our FAQs

See all FAQs

How does pricing work?

Our pricing is subscription-based and billed either monthly or annually. There are two plan options for Solo Practices (whether you're taxed as a sole proprietor or S corporation) and one plan option for Group Practices with up to 10 providers. There is a 15% discount for annual billing. There is a $450 charge for personal tax returns for Group Practice S Corporations.

With your Heard subscription, our team of bookkeeping and tax professionals file your annual income taxes and assist with onboarding, S corp formation, monthly bookkeeping, and year-round tax and accounting support.

Our standard pricing plans do not include third-party fees (such as fees and taxes charged by your city, state, or the federal government), Gusto for payroll (available as an add-on), or business license filing fees, which vary by city. With that said, those fees are tax deductible.

Can I cancel any time?

An annual commitment is required for 2023 tax services. If you're not looking for 2023 tax services, then you can cancel any. time.

How does bookkeeping help my private practice?

Bookkeeping gives you a clear picture of your practice finances, where your money is coming from, and where it is going. When your bookkeeping is up-to-date, you will be able to understand areas to save and areas to invest more, seasonal fluctuations in your practice, and have an overall clear picture on how much you can pay yourself (and your clinicians).

Having accurate finances saves you hours during tax season as well. When your books are reconciled and up-to-date, you avoid scrambling to get caught up prior to the tax deadline, or miss out on any tax write-offs or deductions. Most importantly, you will avoid subjecting yourself to any potential errors or late fees.

What's the difference between Heard and Quickbooks or Wave?

QuickBooks, Wave, and other bookkeeping software allows you to do your own bookkeeping. Heard does your bookkeeping for you. We'll take the work off your plate completely, which means you won’t need to use any other accounting software.

We built our own software because it gives us a couple of advantages:

Seamless tax prep
Providing everything from bookkeeping to reporting to year-end tax support allows for a seamless integration of your entire financial life cycle. Our tax accountants have experience working with our technology.

Created for the private practice
Heard is built specifically for private practice businesses. This allows us to distill down your bookkeeping to insights that are specific to your practice.

Saves you money and time
Because we are built for the private practice, we'll be able to serve you relevant information upfront, saving you money and time.

What does my bookkeeper do?

Your bookkeeper categorizes your transactions and reconciles your accounts every month. They also make any necessary adjustments to your books to ensure they are tax-compliant and account for any outside expenditures, not being run through your business bank accounts.

Your bookkeeper may need your input on reviewing transactions to ensure proper categorizations. We will also need you to upload your monthly statements so we can reconcile your accounts.

You will be able to message your bookkeeper to get any questions answered within 1-2 business days. Every question will be answered by a real person who is familiar with your business. Our aim is to support and educate you throughout the bookkeeping and accounting process.

Who does Heard work and not work with?

We work exclusively with mental health therapy practices, including: psychologists, psychiatrists, social workers, mental health counselors, professional counselors, marriage and family therapists, and psychiatric nurse practitioners. We are able to support therapists who have other streams of income (e.g. coaching, consulting).

We do not work with non-mental health practices, practices based outside the US, practices with multiple owners, group practices with more than 10 therapists, and practices taxed as C corporations.

Heard

is

an

all-in-one

financial

solution

for

therapists

that

combines

software

and

human

support

to

handle

bookkeeping,

taxes,

payroll,

and

more.

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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