CPA for Therapists & Mental Health Professionals—Tax & Accounting That Gets Your Practice
Between client sessions, insurance credentialing, and continuing education requirements, the last thing you need is tax stress. We specialize in therapists, psychologists, counselors, and psychiatric providers—whether you're building a private-pay practice, navigating insurance reimbursements, or expanding into telehealth across state lines. We handle the financial side so you can focus on your clients.
Who we serve
- Licensed Therapists & Counselors (LPCC, LISW, LMFT): Solo practices, side practices alongside W-2 work, private-pay and insurance-based models
- Psychologists (PhD, PsyD): Testing practices, group practices, academic + private practice income
- Psychiatric & Prescribing Providers: Medication management practices, collaborative care arrangements
- Group Practice Owners: Multi-clinician practices with contractors and/or employees
Services include
- Tax Return Preparation: Personal and business returns with deductions for CE courses, licensure fees, EHR subscriptions, liability insurance, and home office
- Tax Planning & Estimated Payments: Quarterly planning to avoid surprises—especially important for variable insurance reimbursement income
- Bookkeeping & Practice Accounting: Categorization of insurance payments, private-pay tracking, expense organization for Schedule C or S-Corp
- Payroll for Group Practices: W-2 processing for employed clinicians, contractor 1099 tracking
- Entity Selection & S-Corp Optimization: When does an S-Corp make sense? We'll run the numbers for your situation
Request a consultation to discuss your practice.
