TheraTax White-Glove Advisory Plans for Therapists
Everything you need — bookkeeping, tax preparation, and premium advisory — in one therapist-friendly financial clarity system.
Choose the level of support your practice needs. Every plan includes monthly bookkeeping, monthly financial reports, annual 1040 tax return, quarterly estimated tax projections, company compliance, unlimited chat, and IRS transcript monitoring. Your advisory tier determines the depth of strategy, guidance, and CFO partnership.
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)
Fees listed reflect standard monthly White-Glove advisory engagements for eligible practices. Actual engagement scope, state filing requirements, additional entities, or specialized resolution matters may require tailored scoping. General information on this website does not constitute individualized tax or legal advice.
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
For solo therapists under $150K who want clarity, structure, and foundational support.
Plus
Growing practices $150K–$300K
For growing practices earning $150K–$300K who need deeper strategy and guidance.
CFO
Group practices scaling past $300K
For group practices scaling past $300K who want full financial partnership and monthly CFO support.
Answers before you decide
Common questions therapists ask before choosing a White-Glove advisory plan.
Is bookkeeping included?
Do you file my taxes?
What's the difference between Lite, Plus, and CFO?
Do you help with pricing and hiring?
Do you work with group practices?
Ready for clarity, protection, and peace of mind?
Start your onboarding today and get a personalized 30-day clarity plan for your practice.
Ready for clarity, protection, and peace of mind?
Every plan includes bookkeeping, tax prep, and unlimited chat support.