How to Fill Out a W-4: 4 Simple Steps
One of the most common tax questions I get is, “How do I fill out a W-4?” In typical IRS […]
The Perfect Bank Account Setup for Therapists: Simple System for Tax Savings & Financial Clarity
As a therapist running your own practice, managing finances shouldn’t add to your stress. The right bank account structure is […]
How To Find The Right CPA For Your Therapy Practice
Running a private practice—especially in mental health or other healthcare settings—comes with unique financial challenges. This is where a good […]
Tax Projections: Why December 31st Matters More Than April 15th
For many private practice owners, April 15th looms large as the be-all, end-all of tax season. However, there’s an often-overlooked […]
How Much Money Do You Really Need to Start a Private Practice?
So how much money do you really need to start your own practice? Answer: $10,432. Just kidding, you didn’t think […]
Estimated Taxes: The Ultimate Guide to Saving for and Paying Estimates
Are you confused and stressed about quarterly estimated tax payments? Believe me, you’re not alone. Private practice owners waste hours […]
How S-Corp Owners Should Pay Themselves: A Guide for Therapy Practice Owners
Key Takeaways: S-Corp owners must pay themselves a “reasonable salary” to comply with IRS requirements Distributions allow S-Corp owners to […]
“Can I Put My Kids on Payroll?”
I’ve answered this question from more practice owners than I care to remember. The answer, as always, is “it depends.” […]
The 2025 Retirement Plan Guide for Private Practices
Choosing the right retirement plan is a decision that confuses and intimidates many therapists in private practice. With complex tax […]
S-Corp vs LLC vs Sole-Proprietorship: The Complete Guide to Choosing the Correct Entity Type for your Private Practice
There’s one business decision – that you typically only make once – which can have a huge impact on how […]
Bookkeeper vs. CPA: Who Should Handle Your Therapy Practice’s Books?
Who Should Handle Your Practice’s Books? Managing QuickBooks is essential for any therapy practice, but it doesn’t have to be […]