Tax season made easy for therapists
Sign up for Heard to get support with filing your 2025 taxes and to take advantage of our limited time tax season pricing. See below for pricing details.
Your path to confident tax filing starts here
Done-for-you Bookkeeping
Connect your bank account(s) and our platform gets your books up-to-date automatically, reviewed by human bookkeepers for accuracy
Simple Tax Filing with Experts
Follow our simple tax prep checklist, then get matched with a dedicated Taxfyle tax expert who supports you through your tax filing experience
Year-Round Support
Our industry-leading support doesn’t stop when your taxes are filed. Benefit from bookkeeping and tax services that power your practice year-round
Heard is truly a company dedicated to therapists like me, who are not accountants and wish to never be. I cannot recommend Heard highly enough!
Dr. Erica Simon
Licensed Clinical Psychologist
Onboarding
Get started with Heard
Sign up, securely connect your business bank account(s) and credit cards, and attend a group onboarding session to get set up on Heard with the option to schedule a 1:1 follow up session.
SMART Bookkeeping
Get your books organized
We’ll automatically categorize your 2025 transactions and check them against your statements, with your dedicated bookkeeping team reviewing for accuracy. You get a clear picture of your 2025 business income and expenses to inform accurate tax filing.
annual close out
Close out 2025
Close out the year by sharing important documents and statements. Our annual checklist makes it easy to stay organized and ensure you maximize deductions and have what you need for an on-time filing.
Since you're joining after the deadline for an on-time tax return, we'll automatically file an extension on your behalf as a precaution to avoid IRS penalties.
Since you're joining after the deadline for an on-time tax return, we'll automatically file an extension on your behalf as a precaution to avoid IRS penalties.
Prepare and file taxes
File your annual taxes confidently
Get matched with a dedicated TaxFyle tax pro who will prepare your business and personal income taxes, including both federal and state returns, and then file them for you.
At this stage, we also help you identify deductions, reconcile income and expenses, and file 1099-NEC for your contractors, if needed.
You also have the option to book a one-on-one consultation with your dedicated tax preparer (see pricing details). Get help on your return or create a strategy to save more on your taxes.
At this stage, we also help you identify deductions, reconcile income and expenses, and file 1099-NEC for your contractors, if needed.
You also have the option to book a one-on-one consultation with your dedicated tax preparer (see pricing details). Get help on your return or create a strategy to save more on your taxes.
Maximize your tax season savings with limited-time pricing
Lock in our lowest prices of the year, plus exclusive add-ons.
Annual Plan
Save 15%
Save 15%
Essential
Done-for-you bookkeeping, financial reports, and year-round taxes for solo sole proprietors.
$169/mo (billed annually)
$2,028 one-time charge
Monthly billing available at $179/mo
Includes the following:
Bookkeeping
Monthly done-for-you bookkeeping
Complete monthly bookkeeping service where our platform and your dedicated bookkeeping team keeps your books up-to-date, organized, and accurate.
Connect multiple business bank accounts
Easily sync all your business checking, savings, and credit card accounts via a secure integration for complete financial tracking in one place.
Dedicated bookkeeping team
Your dedicated bookkeeping team reviews your transactions that are automatically categorized by the Heard platform to ensure accuracy and handles account reconciliation for your practice.
Year-end tax ready books
Your books are organized and prepared for seamless annual tax filing within the Heard platform (must upgrade to essential or premium plan if Heard tax prep and filing is required or work with outside tax preparer).
Tax deduction tracking
We categorize and track all business expenses to ensure you capture every eligible tax deduction.
TAXES
Quarterly tax estimates and payment guidance
Every quarter, we calculate your estimated state and federal tax payments, remind you when to pay so you never miss a deadline, and provide step-by-step guidance on how to pay.
S corp election guidance and support
We'll assess if S corp is right for your practice via a personalized readiness report. If S corp makes sense, we’ll file Form 2553 for you to elect your therapy practice to be taxed as an S corporation by the IRS. We help you meet S corporation requirements: Incorporation and EIN changes.
Personal income tax prep and filing
Our team files your annual state and federal personal income tax return (1040). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings. If needed, we prepare and file your joint tax return with your spouse. We cannot file for the spouse if they are filing separately.
Document management and automated filing reminders
Secure storage for all your tax documents with automatic reminders when it's time to file quarterly estimates and annual returns.
Free tax extension filing support (as needed)
If you need more time to file your taxes come annual tax season, we'll handle filing extensions at no additional cost to keep you compliant with deadlines. We will establish a deadline for when you must file an extension request by.
REPORTS & tracking
Monthly income, expense, and profit reports and tracking
Get easy-to-understand financial reports showing your practice's performance, cash flow, and profitability trends over time.
Profit and loss statements
Get professional P&L statements that clearly show your income, expenses, and net profit for tax purposes and business planning.
Profit allocation guide
A planning tool that helps you determine how to distribute your profits across taxes, savings, retirement and more based on your financial situation.
Real-time income tracking and goal monitoring
Track your income in real-time and monitor progress toward an annual income goal throughout the year.
Expert SUPPORT
Assisted onboarding with specialists
Group and one-on-one setup help from our team to get your account setup correctly from day one.
Unlimited messaging and live phone support for all financial matters
Get help with day-to-day bookkeeping, platform features, and general business questions. Tax support not included, must upgrade to premium or essential plan.
Webinar Q&A sessions
Group webinar sessions where you can ask questions and learn best practices for managing your Heard account.
Catch up Bookkeeping
The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and validate all your past and current year transactions for accuracy. This ensures that Heard finds all of the deductions that you qualify for.
One-time fee
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.