FAQ
Questions, answered
Common questions about tax planning, compliance, resolution, advisory, and working with TheraTax.
Tax Planning
Tax Planning
What is proactive tax planning?
Planning ahead throughout the year to make informed decisions, rather than only reacting at filing time.
When should I start?
Anytime. Ideally before the year ends, but it's never too late to begin looking forward.
Will you guarantee a specific savings amount?
No. Recommendations depend on your facts and eligibility. We never promise a particular savings figure.
Tax Compliance
Tax Compliance
Do you file both business and personal returns?
Yes we do. Depending on a client's business structure, a business entity return may be required. We will prepare and file the business and personal returns.
How do you handle deadlines?
We coordinate throughout the year and track deadlines to help you stay on schedule.
Can you help organize my documents?
Yes. Document organization and year-round coordination are part of our compliance support.
Tax Advisory
Tax Advisory
What is tax advisory?
An ongoing, year-round partnership that keeps your practice financially aligned—with bookkeeping and tax preparation included in every plan, plus proactive guidance whenever decisions arise.
Is bookkeeping really included?
Yes. Bookkeeping and tax preparation are included in every tax advisory plan, so your finances and tax strategy stay connected all year.
How is advisory different from tax planning?
Tax planning focuses on proactive strategy where one or more tax strategies are used to help reduce tax liabilities. Tax Advisory is a broader, ongoing partnership that includes planning plus bookkeeping, tax preparation, and regular check-ins.
Tax Resolution
Tax Resolution
What is an IRS transcript review?
A preliminary review of your IRS account transcript to help understand your status. It's complimentary and carries no obligation.
Can you eliminate my tax debt?
We cannot guarantee debt elimination, reduction by a specific amount, or a particular resolution. Options depend on your facts and eligibility.
I received an IRS notice—what should I do?
Don't panic. Contact us for a transcript review and a calm conversation about your options.
Working With TheraTax
Working With TheraTax
Do you work remotely?
Yes. TheraTax is fully remote and serves clients nationwide.
How do we communicate?
Via chat, email, and video meetings.
What are your business hours?
Monday–Friday, 9:00 AM–5:00 PM Eastern Time.
Private Practice Taxes
Private Practice Taxes
Do you only work with therapists?
We specialize in therapists and wellness practitioners in private practice, including mental health and wellness professionals.
I'm just starting a side practice—can you help?
Yes. We support practitioners at every stage, from side practice to established group practice.
Do you assume my business structure?
No. We never make assumptions about your entity, licensing, deductions, or eligibility.
Getting Started
Getting Started
How do I get started?
Complete our intake form on the Start Today page, or schedule a consultation. We'll reach out to learn about your practice.
Is there a welcome offer?
Yes—20% off your first 3 months, plus complimentary migration and a complimentary IRS transcript review for new clients.
How hard is it to switch providers?
Simple. Complimentary migration is included in your welcome offer to help you transition smoothly.
Still have questions?
Chat with Tiggi or reach out directly—we're happy to help.
Your practice deserves a tax strategy built around it.
Take the next step toward financial clarity. Start today with a complimentary consultation.
General information on this website is not individualized tax, legal, or financial advice. Outcomes depend on your specific facts and eligibility.