Helpful CPA for Therapy Professionals

Empowering Therapists, One Practice at a Time

Welcome to Helpful CPA – where we make accounting simple, tailored, and supportive for therapy professionals. Our specialized accounting solutions for therapists, including bookkeeping, tax planning, business setup, and cash flow management, are designed to take the stress out of finances, so you can focus on what matters most: helping your clients.

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Helpful CPA for therapists working with a therapist on a purple laptop in their office
A professional therapist leveraging Helpful CPA working on a MacBook purple laptop in their office

How We Help Therapists

New Practice Setup for Therapists: Ensure your therapy business starts off right with proper legal structure, registration, and compliance. With our support, you’ll have confidence in meeting all regulatory requirements and building a strong financial foundation from the outset.

Ongoing Financial Wellness for Therapy Practices: Track income, manage expenses, and keep your practice thriving with bookkeeping and financial planning tailored for mental health professionals. Our comprehensive support helps you anticipate financial challenges, ensuring you stay ahead and make informed decisions for long-term success.

Tax Filing & Planning for Therapists: Stay compliant with federal and state tax requirements while planning for your practice’s growth. We provide proactive tax strategies to help you minimize liabilities and maximize deductions, ensuring your practice is financially efficient.

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Accounting Services for Therapists

Tax Planning & Preparation for Therapists

Avoid surprises at tax time. Our team helps you plan, estimate, and pay quarterly taxes so you’re always ahead of the curve. We’ll take care of your tax filings ensuring you maximize your deductions while staying compliant.

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Custom Bookkeeping Solutions for Therapists

Affordable, tailored bookkeeping to fit your practice’s specific needs starting at just $97 per month. Easily categorize income and expenses, generate reports, and simplify estimated tax payments.

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Business Setup Made Simple for Therapists

Starting your own private practice? We’ll guide you in choosing the ideal legal structure, whether it is a Sole Proprietor, LLC, PLLC, or S-Corp, and walk you through every step of establishing your therapy business.

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Cash Flow Management for Therapy Practices

From managing business expenses to projecting future earnings, we’ll provide you with a clear understanding of your cash flow. Our proactive strategies help identify financial gaps and opportunities.

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Ongoing Financial Support for Therapy Professionals

From managing your income streams to understanding business expenses, we’ll help you understand and manage your practice’s financial health. Think of us as your accounting partner, always ready to help.

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Retirement Solutions for Self-Employed Therapists

Secure your future while making an impact today. We assist in setting up Solo 401(k)s, SEP IRAs, and other retirement accounts specifically tailored for self-employed therapists in private practice.

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Financial Efficiency Breakdown

Financial management doesn’t need to feel like an endless chore. Let us help you boost income, reduce tax liabilities, and free up your time, so you can focus on what you do best, helping your clients.

Helpful CPA for therapists illustration of financial efficiency breakdown for private practice time saving tax savings and income optimization
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Helpful CPA assisting a therapist seated at a desk with a purple laptop in the office

Why Choose Helpful CPA?

Exclusive Focus on Therapists: We understand the unique challenges of therapy professionals. From insurance reimbursement headaches to shifting between W-2 and 1099 roles, our accounting expertise is tailored specifically to meet the needs of mental health professionals.

Personalized Accounting Guidance: No cookie-cutter advice here. We provide personalized, compassionate accounting services that are tailored to the specifics of your therapy practice.

Stress-Free Finances for Therapists: Running a therapy practice is stressful enough without financial worries. We take care of the accounting complexities so you can focus on your clients. Our services ensure you have peace of mind knowing that your financial health is in expert hands, allowing you to provide the best possible care for your clients. You can always call, text, or email us whenever you need.

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Take the First Step Towards Financial Success

Begin your journey with Helpful CPA by scheduling a free consultation with one of our licensed professionals.

The free consultation is an opportunity for you to ask questions, discuss your financial concerns, and learn more about how our tailored accounting solutions can benefit your therapy practice. This helps you determine if Helpful CPA is the right partner for your specific needs.

To request your free consultation, complete and submit the form. Please let us know your specific accounting challenges, as well as the days and times you are available for the consultation.