Tax Strategy Built for Therapists & Wellness Practitioners
TheraTax helps private-practice professionals gain financial clarity, stay compliant, identify legitimate tax-saving opportunities, and address tax problems—with a calm, proactive approach built around your practice.
20% off your first 3 months
Bookkeeping and Tax Preparation included in every plan · Free Migration from your existing bookkeeping service
A boutique tax practice serving therapists and wellness practitioners nationwide.
The tax challenges therapists actually face
Running a private practice means juggling client care and a business. We help bring clarity to the tax side—so you can focus on the work that matters.
Quarterly estimated taxes
Figuring out how much to pay each quarter without overpaying or underpaying.
Business deductions
Knowing which practice expenses are legitimate and how to document them.
Entity & compensation
Deciding on a business structure and how to pay yourself tax-efficiently.
Proactive tax planning
Planning ahead to reduce tax liability rather than hoping taxes will be less than last year.
Bookkeeping coordination
Keeping books and tax filings aligned throughout the year.
Retirement considerations
Understanding retirement plan options available to practice owners and when to include staff.
Hiring & contractors
Tax implications when adding team members or contractors.
Prior-year tax problems
Addressing unfiled returns, back taxes, or unresolved issues.
IRS notices
Responding calmly and correctly to letters from the IRS or state.
Three ways we support your practice
From proactive planning to filing compliance to resolving IRS problems—each service is tailored to private-practice professionals.
Tax Planning
Proactive strategy that works year-round—not just at filing time—to help you make informed, forward-looking tax decisions for your practice.
- Estimated tax planning
- Entity & compensation considerations
- Retirement plan options
- Year-end projections
Tax Compliance
Organized, deadline-driven filing and compliance support that keeps your practice on track and coordinated throughout the year.
- Federal & state filing
- Business return considerations
- Estimated tax coordination
- Document organization
Tax Resolution
Calm, structured support for IRS notices, unfiled returns, and back taxes—starting with a free IRS transcript review.
- IRS & state notices
- Unfiled returns
- Back-tax guidance
- Payment & transcript review
Specialization makes the difference
We focus on one audience—therapists and wellness practitioners—so the guidance fits the reality of your practice.
Niche focus
We specialize in therapists and wellness practitioners—not a generalist tax shop.
Proactive approach
We look ahead, helping you make informed decisions before deadlines arrive.
Remote convenience
Work with us from anywhere. No office visits required.
Clear communication
Plain-language explanations. No jargon, no confusion.
Integrated support
Planning, compliance, and resolution under one roof.
Practice understanding
We understand how private practices actually operate.
A simple, clear path forward
Choose a Plan
Select the best plan for you and your practice.
Schedule Onboarding Call
Gain access to our platform and schedule your onboarding call to get started.
Meet With TheraTax
Share your goals, concerns and where you are in your practice journey.
Receive Your 90 Day Plan
Get a clear, prioritized plan—no jargon, no pressure.
20% off your first 3 months
- Bookkeeping and Tax Preparation included in every plan
- Free Migration from your existing bookkeeping service
Welcome Offer available to new clients.
Common questions, answered
Do you work with clients remotely?
What's the difference between tax planning and tax preparation?
Can you help with an IRS notice or tax debt?
How hard is it to switch tax providers?
Your practice deserves a tax strategy built around it.
Take the next step toward financial clarity. Start today with a free consultation.
General information on this website is not individualized tax, legal, or financial advice. Outcomes depend on your specific facts and eligibility.