Tax

prep

and

filing

tailored

for

therapists

Save thousands of dollars on taxes with smart tax optimization tailored for private practices.

white woman with brown hair looking at camera. she is wearing a yellow suit and white shirt, sitting on a chair and leaning against a table.

Don’t underpay or overpay in taxes for your private practice

Quarterly check-ins

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

Structure your business

When the timing is right, we’ll discuss setting up or changing your structure to an S Corp—and handle the filing for you.

Maximize tax savings

We track all of your tax-deductible business expenses and make sure they're claimed on your tax returns so you never miss a write off.

Determine 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.
transparent blocks with pricing figures: retirement: $558.56, expenses: $1,675.13, tax savings: $3,351.95. large transparent block with icon of hand holding coin and the text, owners draw: $3,910.60
white woman smiling at laptop while sitting on chair. she is in a kitchen and wearing black slacks and glasses
white block titled 'profit & loss', with progress bars for income and expenses. income is around 90% full and expenses is 20% full

Don't miss tax deductions

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

Tax filing done for you

We partner with third-party tax preparers who are familiar with therapy practices to handle your business and personal income taxes from start to finish, including both federal and state returns.
federal income visual with icon of building and total of $1,430.27. state income visual with icon of person and checkmark, and total of $137.85
light-skin black girl with curly dark hair smiling at laptop. she is wearing a yellow top and sitting on a bean bag. she is in a living room
monthly income progress bar with total of $7,300. monthly expenses progress bar with total of $845

Pay quarterly taxes on time

When you join Heard, we’ll project your income and expenses, review taxes you’ve paid, and let you know how much to pay to the IRS and your state each quarter.

1-on-1 review of your returns together

We will prepare your tax returns and answer any questions. Then we’ll file your return for you.
green checkmark and text, 'your return has been filed'
asian woman smiling at laptop on the table. she is sitting on a red chair and wearing a black top and pants. she is in a living room

No hunting for receipts

Because Heard handles your practice’s bookkeeping, we have everything we need to get your filings done on time.

Year-round tax guidance

We support you all year, proactively planning your taxes and looking for opportunities to save you money with deductions.

24/7 online access

​​Rest easy with access to live status updates of all your tax filings in the Heard app.

asian woman smiling at laptop on the table. she is sitting on a red chair and wearing a black top and pants. she is in a living room

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

Transparent pricing for your practice

We offer two annual plan options for solo and group practices, billed monthly or annually.

  • Accountants who specialize in therapy practices
  • Monthly bookkeeping and financial reports
  • In-app messaging support
  • Federal and state income tax prep and filing
  • Quarterly and annual financial reviews
Solo Practice
Group Practice

$

1

2

9

9

$

2,

3,

0

0

2

6

8

0

BILLED MONTHLY
BILLED ANNUALLY
That’s
$360
$528
in annual savings
*Up to 10 therapists

Heard

is

a

complete

financial

management

service

that

combines

software

and

accountants

to

handle

bookkeeping,

taxes,

payroll,

and

business

filings

for

your

private

practice.