TheraTax Services for Therapists
A complete financial clarity system built exclusively for therapists in private practice.
TheraTax combines bookkeeping, tax preparation, and premium advisory into one seamless White-Glove experience. Instead of juggling multiple providers, therapists get a single financial partner who handles everything — numbers, taxes, strategy, compliance, and peace of mind.
Foundational Services Included in Every White-Glove Plan
Six core services form the backbone of your financial clarity system—delivered with care, every single month.
Monthly Bookkeeping
Accurate, organized, therapist-friendly bookkeeping delivered every month.
Annual Tax Preparation
Your federal and state tax returns filed with care, clarity, and therapist-specific strategy.
Quarterly Estimated Tax Coaching
Personalized quarterly estimates and cash-flow guidance so you never fear tax season again.
S-Corp Compliance Oversight
Payroll monitoring, reasonable compensation guidance, and compliance support.
Unlimited Chat Support
Ask anything, anytime. Therapist-friendly explanations and emotional financial safety.
IRS Transcript Monitoring
We monitor your IRS transcripts monthly and help interpret any notices or letters.
Advisory Services That Elevate Your Practice
Beyond the foundations, these advisory services add strategy, growth support, and emotional financial safety—tiered to match where your practice is today.
Monthly Clarity Sessions
Review your numbers, pricing, cash flow, and practice decisions with a dedicated advisor.
All PlansTax Strategy Monitoring
Quarterly strategy reviews and proactive planning for therapist-specific tax savings.
All PlansMonthly Tax Strategy Implementation
Hands-on support implementing Augusta Rule, accountable plan, medical reimbursement plan, and more.
Plus & CFOPractice Growth Advisory
Support for hiring, adding clinicians, pricing, private-pay strategy, and scaling your practice.
Plus & CFOEstimated Tax Coaching
Quarterly guidance to help you plan cash flow and avoid tax surprises.
All PlansS-Corp Oversight
Payroll review, reasonable compensation adjustments, and compliance protection.
All PlansIRS Notice Support
Therapist-friendly interpretation and guidance for any IRS letters or transcript changes.
All PlansMoney Mindset Coaching
Pricing confidence, boundary coaching, and emotional safety around financial decisions.
Plus & CFOThree tiers, one seamless system
Every plan shares the same foundational services. Your advisory tier determines the depth of strategy, guidance, and CFO partnership.
White-Glove Lite
For solo therapists under $150K who want clarity, structure, and foundational support.
Includes
- Bookkeeping
- Monthly financial reports
- Tax prep
- Estimated tax projections
- Company compliance
- IRS monitoring
- 15-min Open Floor calls as needed
- Unlimited chat
- Quarterly tax strategy review
- Cash flow management
- Annual IRS tax health check-in
- Annual tax liability assessment
- Annual bookkeeping review
White-Glove Plus
For growing practices earning $150K–$300K who need deeper strategy and guidance.
Includes
- Everything in Lite, plus:
- Annual 1040 and business tax returns
- 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
For group practices scaling past $300K who want full financial partnership.
Includes
- Everything in Plus, plus:
- Annual 1040 and business tax returns
- 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 support
- 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)
Support for every stage of growth
Whether you're building your solo practice or scaling a group, TheraTax meets you where you are with the right level of partnership.
Solo Therapists
Clarity, structure, and foundational support to build steady income with confidence.
Growing Practices
Strategy, pricing, hiring, and expansion guidance as you add clinicians and complexity.
Group Practices
CFO partnership, advanced tax strategy, and financial planning for practices scaling past $300K.
Ready for clarity, protection, and peace of mind?
Explore the White-Glove plan that fits your practice—and get a personalized 30-day clarity plan when you start your onboarding.
General information on this website is not individualized tax, legal, or financial advice. Outcomes depend on your specific facts and eligibility.