We offer focused services for private practice therapy business owners who want clarity, control, and better outcomes with their money.
Services
Whether you’re looking to clean up a mess, make a smart move, or get reliable monthly support, here’s how we can help.
One Time Services
Jumpstart Session
A focused diagnostic for therapy practice owners wondering if it’s time to form an S Corporation—or if they’ve already formed one but aren’t sure they’re doing it right.
We’ll walk through:
Whether your income justifies an S Corp election
You’ll leave with a clear decision and a plan you can implement confidently.
Best for:
Private practice owners earning $80K+ in net income who want to make a smart, tax-efficient decision about their business structure.
What “reasonable compensation” means for your situation
How to run payroll without creating a mess
What to expect from taxes and bookkeeping after the switch
Tax Shock Recovery Session
Wondering how last year’s tax result ended up the way it did? Or how to keep it from happening again?
This one-time session is designed to:
Analyze & explain last year’s results
You’ll get clarity, a custom report, and a best-practices guide to stay on top of taxes going forward.
Best for:
Private practice owners caught off guard by a large tax bill and determined not to repeat the experience.
Project your current-year tax under 3 income scenarios (same, increase, decrease)
Recommend a strategy for making estimated tax payments based on how your business performs throughout the year
