White-Glove Advisory for Therapists
Bookkeeping • Tax Preparation • CFO-Level Guidance • Emotional Financial Safety
TheraTax gives therapists the clarity, structure, and financial protection they've always needed. One seamless system that handles your books, your taxes, your strategy, and your peace of mind.
A complete financial clarity & protection system
Eight ways TheraTax supports your practice—so you can focus on your clients while we handle the numbers.
Unlimited Chat Support
Real-time answers, emotional safety, and therapist-friendly explanations whenever you need clarity.
Monthly Clarity Sessions
Review your numbers, pricing, cash flow, and practice decisions with a dedicated advisor.
Tax Strategy Monitoring
Quarterly strategy reviews, proactive planning, and implementation support for therapist-specific tax savings.
Estimated Tax Coaching
Personalized quarterly estimates and cash-flow guidance so you never fear tax season again.
Practice Growth Advisory
Support for hiring, adding clinicians, pricing, private-pay strategy, and scaling your practice.
S-Corp Oversight
Payroll monitoring, reasonable compensation guidance, and compliance support.
IRS Transcript Monitoring
We watch your IRS transcripts and help interpret any notices or letters.
Money Mindset Coaching
Therapist-friendly coaching around pricing confidence, boundaries, and financial decision-making.
How TheraTax White-Glove Works
A calm, clear path from overwhelmed to organized—three simple steps to financial clarity.
Choose Your White-Glove Advisory Plan
Select the level of support your practice needs—from solo therapist clarity to full CFO guidance.
Schedule Your Onboarding Call
Meet your advisor, review your practice, and set up your financial system.
Receive Your 30-Day Clarity Plan
Get a personalized roadmap covering bookkeeping setup, tax strategy, cash flow, and your first advisory milestones.
White-Glove Advisory Plans for Therapists
Every plan includes monthly bookkeeping, monthly financial reports, annual 1040 tax return, quarterly estimated tax projections, company compliance, IRS transcript monitoring, unlimited chat support, and 15-min Open Floor calls as needed.
White-Glove Lite
Foundational clarity for solo therapists.
Save 20% off your first 3 months
Foundational (all plans)
- Monthly bookkeeping
- Monthly financial reports
- Annual 1040 tax return
- Quarterly estimated tax projections
- Company compliance
- IRS transcript monitoring
- 15-min Open Floor calls as needed
- Unlimited chat support
Advisory Services
- Quarterly tax strategy review
- Cash flow management
- Annual IRS tax health check-in
- Annual tax liability assessment
- Annual bookkeeping review
White-Glove Plus
Growing practices that need more hands-on strategy.
Save 20% off your first 3 months
Foundational (all plans)
- Monthly bookkeeping
- Monthly financial reports
- Annual 1040 and business tax returns
- Quarterly estimated tax projections
- Company compliance
- IRS transcript monitoring
- 15-min Open Floor calls as needed
- Unlimited chat support
Advisory Services
- Quarterly tax strategy review
- Quarterly tax strategy implementation
- Quarterly tax strategy updates
- Quarterly IRS tax health check-in
- Quarterly tax liability assessment
- Quarterly bookkeeping review
- Annual tax plan
- Hiring & pricing coaching
- Cash flow management
- Employees & contractor payroll
- Quarterly payroll reports filing
- Year-end forms (W-2, 1099s)
White-Glove CFO
Full CFO-level guidance for scaling group practices.
Save 20% off your first 3 months
Foundational (all plans)
- Monthly bookkeeping
- Monthly financial reports
- Annual 1040 and business tax returns
- Quarterly estimated tax projections
- Company compliance
- IRS transcript monitoring
- 15-min Open Floor calls as needed
- Unlimited chat support
Advisory Services
- Monthly CFO sessions
- Full tax strategy implementation
- Quarterly tax strategy review
- Quarterly tax strategy implementation
- Quarterly tax strategy updates
- Quarterly IRS tax health check-in
- Quarterly tax liability assessment
- Quarterly bookkeeping review
- Hiring & pricing coaching
- Priority response
- Annual tax plan
- Annual financial projections
- Annual tax projections
- Advanced tax strategies
- Advanced retirement strategies
- Asset protection guidance
- Annual entity review
- Cash flow management
- Employees & contractor payroll
- Quarterly payroll reports filing
- Year-end forms (W-2, 1099s)
Find the right level of support
A side-by-side look at what's included in each White-Glove tier—so you can self-select with confidence.
| Feature | White-Glove Lite | White-Glove PlusMost Popular | White-Glove CFO |
|---|---|---|---|
| Foundational — included in all plans | |||
| Monthly bookkeeping | |||
| Monthly financial reports | |||
| Annual 1040 tax return | |||
| Business tax returns | — | ||
| Quarterly estimated tax projections | |||
| Company compliance | |||
| IRS transcript monitoring | |||
| 15-min Open Floor calls | |||
| Unlimited chat support | |||
| Advisory Services | |||
| Quarterly tax strategy review | |||
| Quarterly tax strategy implementation | — | ||
| Quarterly tax strategy updates | — | ||
| Full tax strategy implementation | — | — | |
| IRS tax health check-ins (annual / quarterly) | |||
| Tax liability assessments (annual / quarterly) | |||
| Bookkeeping reviews (annual / quarterly) | |||
| Annual tax plan | — | ||
| Hiring & pricing coaching | — | ||
| Cash flow management | |||
| Employees & contractor payroll | — | ||
| Quarterly payroll reports filing | — | ||
| Year-end forms (W-2, 1099s) | — | ||
| Monthly CFO sessions | — | — | |
| Priority response | — | — | |
| Annual financial projections | — | — | |
| Annual tax projections | — | — | |
| Advanced tax strategies | — | — | |
| Advanced retirement strategies | — | — | |
| Asset protection guidance | — | — | |
| Annual entity review | — | — | |
Match your stage of growth
Whether you're a solo therapist or scaling a group practice, there's a White-Glove tier designed for where you are today.
Lite
Solo therapists under $150K
Perfect for solo practitioners building steady income who want foundational clarity and protection.
Plus
Growing practices $150K–$300K
For practices adding clinicians and complexity, with hands-on strategy and growth coaching.
CFO
Group practices scaling past $300K
Full CFO-level guidance for multi-location and group practices ready to optimize at scale.
Ready for clarity, protection, and peace of mind?
Start your onboarding today and get a personalized 30-day clarity plan for your practice.
General information on this website is not individualized tax, legal, or financial advice. Outcomes depend on your specific facts and eligibility.