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Sole Proprietor

You’re taxed as a Sole Proprietor
If you don’t form a business entity, then you are taxed as a sole proprietor. If you form an LLC, then you’re still taxed as a sole proprietor unless you elect to be taxed as an S corporation.
Best Value
Annual Plan
$169/mo
$2,0282 Billed annually
includes:
Annual personal income tax prep and filing with unlimited state tax filing
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.
One-on-one tax consultation with your dedicated tax preparer (add on)
Receive a 30 minute personalized tax consultation on our annual plan with your tax preparer to discuss your tax needs and strategy. You’ll be able to book additional 30 and 60 minute conversations during your tax filing process for a fee.
Quarterly personalized tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping done for you
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial insights 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 corp readiness report and election support
We'll run an assessment to determine when it's the right time to form an S Corporation.
Exclusive access to members only Heard Community
Connect with fellow therapists, share experiences, and gain insights from our diverse community of mental health professionals
24/7 help center access with unlimited 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.
Catch up bookkeeping fee           $99/mo $0/mo (FREE)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for free until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Monthly cost
$169/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $0
Complimentary one-on-one tax consultation
$150 $0
Total savings in first year
$1,338
Catch up bookkeeping fee           $99/mo $49.50/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for 50% off until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Monthly cost
$199/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $594
Total savings in first year
$594

S Corporation

You’re taxed as an S Corporation
An S corporation is an IRS tax designation. After you form a business entity, then you can elect to be taxed as an S corporation.
Best value
Annual Plan
$255/mo $169/mo (SAVE 33%)
Limited time offer. $2,028 Billed annually
everything in Sole proprietor, plus:
Annual personal income tax return prep and filing (optional add on, $450 extra) with unlimited state filing
Our third-party partners prepare and file your quarterly estimates (Form 1040). Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings. There is an $450 extra charge for S corps.
Annual business income tax return prep and filing with unlimited state filing
Our third-party partners prepare and file your business income tax return for your corporation (Form 1120-S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Reasonable salary determination
Payroll setup and management via Gusto (add on)
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. See special offers below.
Catch up bookkeeping fee           $99/mo $0/mo (FREE)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for free until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Payroll add on                                  $45/mo $0 for 6 months
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Get 6 months free on our annual plan.
Monthly cost
$169/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $0
Complimentary one-on-one tax consultation
$150 $0
6 months of payroll
$45/mo $0 for 6 months
Total savings in first year
$2,640
Catch up bookkeeping fee           $99/mo $49.50/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for 50% off until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Payroll add on                                  $45/mo $0 for 3 months
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Get 3 months free on our monthly plan.
Monthly cost
$299 $199
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $0
3 months of payroll
$45/mo $0 for 3 months
Total savings in first year
$1,929

Sole Proprietor

You’re taxed as a Sole Proprietor
If you don’t form a business entity, then you are taxed as a sole proprietor. If you form an LLC, then you’re still taxed as a sole proprietor unless you elect to be taxed as an S corporation.
Best Value
Annual Plan
$169/mo
$2,0282 Billed annually
includes:
Annual personal income tax prep and filing with unlimited state tax filing
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.
One-on-one tax consultation with your dedicated tax preparer (add on)
Receive a 30 minute personalized tax consultation on our annual plan with your tax preparer to discuss your tax needs and strategy. You’ll be able to book additional 30 and 60 minute conversations during your tax filing process for a fee.
Quarterly personalized tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping done for you
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial insights 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 corp readiness report and election support
We'll run an assessment to determine when it's the right time to form an S Corporation.
Exclusive access to members only Heard Community
Connect with fellow therapists, share experiences, and gain insights from our diverse community of mental health professionals
24/7 help center access with unlimited 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.
Catch up bookkeeping fee           $99/mo $0/mo (FREE)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for free until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Monthly cost
$169/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $0
Complimentary one-on-one tax consultation
$150 $0
Total savings in first year
$1,338
Catch up bookkeeping fee           $99/mo $49.50/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for 50% off until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Monthly cost
$199/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $594
Total savings in first year
$594

S Corporation

You’re taxed as an S Corporation
An S corporation is an IRS tax designation. After you form a business entity, then you can elect to be taxed as an S corporation.
Best value
Annual Plan
$255/mo $169/mo (SAVE 33%)
Limited time offer. $2,028 Billed annually
everything in Sole proprietor, plus:
Annual personal income tax return prep and filing (optional add on, $450 extra) with unlimited state filing
Our third-party partners prepare and file your quarterly estimates (Form 1040). Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings. There is an $450 extra charge for S corps.
Annual business income tax return prep and filing with unlimited state filing
Our third-party partners prepare and file your business income tax return for your corporation (Form 1120-S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Reasonable salary determination
Payroll setup and management via Gusto (add on)
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. See special offers below.
Catch up bookkeeping fee           $99/mo $0/mo (FREE)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for free until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Payroll add on                                  $45/mo $0 for 6 months
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Get 6 months free on our annual plan.
Monthly cost
$169/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $0
Complimentary one-on-one tax consultation
$150 $0
6 months of payroll
$45/mo $0 for 6 months
Total savings in first year
$2,640
Catch up bookkeeping fee           $99/mo $49.50/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for 50% off until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Payroll add on                                  $45/mo $0 for 3 months
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Get 3 months free on our monthly plan.
Monthly cost
$299 $199
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $0
3 months of payroll
$45/mo $0 for 3 months
Total savings in first year
$1,929

Sole Proprietor or S Corporation

You’re taxed as a Sole Proprietor
If you don’t form a business entity, then you are taxed as a sole proprietor. If you form an LLC, then you’re still taxed as a sole proprietor unless you elect to be taxed as an S corporation.
Best Value
Annual Plan
$255/mo
$3,060 Billed annually
Includes:
Annual business income tax return prep and filing (S corps only) and unlimited state filing
Our third-party partners prepare and file your business income tax return for your corporation (Form 1120-S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Annual personal income tax return prep and filing (optional add on $450 extra, S corp only) and unlimited state filing
Our third-party partners prepare and file your quarterly estimates (Form 1040). Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings. There is an $450 extra charge for S corps.
One-on-one tax consultation with your dedicated tax preparer (add on)
Receive a 30 minute personalized tax consultation on our annual plan with your tax preparer to discuss your tax needs and strategy. You’ll be able to book additional 30 and 60 minute conversations during your tax filing process for a fee.
Quarterly personalized tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping done for you
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial insights 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 corp readiness report, election support, and reasonable salary determination
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.
We'll run an assessment to determine when it's the right time to form an S Corporation. 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.
Payroll setup assistance via Gusto with 6 months free
Exclusive access to members only Heard Community
Connect with fellow therapists, share experiences, and gain insights from our diverse community of mental health professionals
24/7 Help Center access with unlimited 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.
Catch up bookkeeping fee           $99/mo $0/mo (FREE)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for free until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Payroll Addon                                  $45/mo $0 for 6 months
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Get 6 months free on our annual plan.
Monthly cost
$255/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $0
Complimentary one-on-one tax consultation
$150 $0
6 months of payroll
$45/mo $0 for 6 months
Total savings in first year
$1,608
Catch up bookkeeping fee           $99/mo $49.50/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for 50% off until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Payroll addon                                  $45/mo $0 for 3 months
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Get 3 months free on our monthly plan.
Monthly cost
$299/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $594
3 months of payroll
$45/mo $0 for 3 months
Total savings in first year
$729

Compare and save with Heard

Paying for services a la carte adds up fast. Heard saves you money by giving you everything you need, all in one place.

Heard

Solo Practice Sole Proprietors

Online access to bookkeeping software

Expert done-for-you monthly bookkeeping

Monthly financial insights and reports

Personalized state and federal quarterly tax estimates

Annual personal federal and state income tax returns

$169/mo
Billed annually

Alternatives

Compared to other bookkeeping and tax services

Bookkeeping software

$65/mo

Done-for-you monthly bookkeeping

$300/mo

Annual personal tax return filing

$500/year

Tax advisory with a local CPA

$300/hour

Heard

Solo Practice S Corporations and Group Practices

Online access to bookkeeping software

Expert done-for-you monthly bookkeeping

Monthly financial insights and reports

Personalized federal and state quarterly tax estimates

Annual personal federal and state income tax returns

Annual business income tax return ($450 extra charge for Group Practice S corporations)

S corporation set up and compliance

Payroll ($39/mo + $6/person add on)

$255/mo Billed annually

Alternatives

Compared to other bookkeeping and tax services

Bookkeeping software

$65/mo

Done-for-you monthly bookkeeping

$300/mo

Annual personal tax return filing

$500/year

Annual business tax return filing

$1,000/year

Tax advisory with a local CPA

$300/hour

S corporation set up and compliance

$1,500

Payroll

$50/mo

We’re loved by thousands of therapists.

Book a free consult
Sarah Meng, LPC
5 starsTrustpilot Verified

Heard has really helped reduce my stress around accounting and taxes. Their platform is easy to navigate. When I've had questions, the support team has been efficient and effective. I was hesitant to use Heard because I've prepared my own taxes in the past and wasn't sure if the benefit would be great enough. Frankly, having solid support for accounting and taxes is worth the trade off in having my time back.

Date of Experience:
January 31, 2024
Emily
5 starsTrustpilot Verified

My recent experience with Miz was very helpful. I misunderstood Heard's services when enrolling and might have enrolled a little earlier than necessary (I joined before having a practice established) but Miz helped to clear that up and provide me with next steps.

Date of Experience:
January 31, 2024
Craig
5 starsTrustpilot Verified

Superb customer service! Heard could not make bookkeeping, payroll, and all the rest easier - the support I've gotten throughout setup was second to none. I was a babe in the woods with *all* of this stuff; I'm very grateful for Heard.

Date of Experience:
January 24, 2024
Meg Wright
5 starsTrustpilot Verified

Heard has been an absolute delight to work with. They are personable, proactive, professional, and responsive. I honestly should have started the process of working with them when I first started my practice, but three years in and they have helped me get more organized, save money on items I didn't know were tax deductible, and helped me see a more clear picture of my business and how to plan for the unexpected. I can't rate them high enough!

Date of Experience:
January 22, 2024
Jennifer Whipple
5 starsTrustpilot Verified

Heard is timely in responding to my questions, setting up times to talk virtually, and making things clear to someone who is not an accountant. The turnaround on bookkeeping is quick and they have proven to be very reliable!

Date of Experience:
January 19, 2024

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.”

Elizabeth Hinkle
LMFT

“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

What is Heard?

Heard is the accounting platform built for therapist entrepreneurs. We empower therapists like you as business owners with easy-to-use financial software and access to bookkeeping and tax professionals—so you can focus on helping your clients.

How does Heard pricing work?

Our pricing is subscription-based, billed either monthly or annually. We offer a 15% discount with annual billing. 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.

There's an optional $450 charge for personal tax returns for Group Practice S Corporations and a required one-time fee of $99/mo for months of catch up bookkeeping needed.

Our 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?

Yes, you can cancel at any time. With that said, all one-time fees and annual subscription fees are non-refundable. Read our full terms of service.

What's the difference between Heard and QuickBooks?

QuickBooks is a good DIY software choice for therapists who are looking to do their own bookkeeping. To upgrade to their full-service bookkeeping option, however, you can expect to pay $300/mo or more.

In addition to cost, the other difference is that Heard is built specifically for therapists, whereas Quickbooks is industry-agnostic. Specializing in therapy practices means we understand your business.

What's the difference between Heard and a local CPA?

A local CPA is a good option for therapists who are looking for a more personalized experience with regular meetings to review their financials. With that said, you can expect to pay $500/mo or more working with a local CPA.

What does my bookkeeping team do?

Your bookkeeping team 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 bookkeeping team 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 bookkeeping team 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 United States, practices with multiple owners, and practices taxed as C corporations.

Heard

is

the

only

accounting

platform

for

therapist

entrepreneurs

that

enables

you

to

manage

your

bookkeeping,

taxes,

and

payroll,

all

in

one

place.

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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