About Helpful CPA: Who We Are?

Helpful CPA was founded from a deep, personal connection to the world of therapy. Our founder, the son of a therapist with over 35 years of experience, grew up with a firsthand understanding of the unique challenges therapists face in managing their practices. With extensive experience as a CPA at a Big 4 firm and working with a diverse range of companies and individuals, he brings top-tier financial expertise to support therapy professionals. At Helpful CPA, we are dedicated to empowering therapists to focus on their clients, knowing that their practice’s finances are in trusted, capable hands.

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a therapist collaborates with Helpful CPA using a purple macbook laptop in the office
Helpful CPA for therapy professionals featuring a therapist using a purple laptop at their desk

Our Mission:

Our mission is to simplify the financial lives of therapists so they can focus on what truly matters: helping their clients thrive. We understand the unique pressures of running a private practice because we’ve seen it up close. That’s why we’re committed to providing the personalized financial guidance, tax planning, bookkeeping, and business support therapists need to build sustainable, successful practices.

Our Vision:

We envision a world where therapy professionals are empowered to grow, confident that their financial well-being is in expert hands. By removing the stress and confusion around taxes, cash flow, and business planning, we give therapists the peace of mind they deserve, enabling them to focus on their clients and the impactful work they do.

How We Support Therapists

Starting Your Therapy Practice with Confidence: Launch your private practice on the right track with expert guidance in selecting the appropriate legal structure, handling registrations, and ensuring compliance. Our personalized support helps you navigate regulatory requirements and establish a solid financial foundation for sustainable growth.

Maintaining Financial Health for Your Practice: Stay on top of your practice’s finances with solutions tailored specifically for therapists. From tracking income to managing expenses, we provide bookkeeping and financial planning services designed to keep your business thriving. Our proactive approach helps you address financial challenges before they arise, empowering you to make informed choices for lasting success.

Tax Preparation and Strategic Planning for Therapists: Achieve peace of mind with accurate tax preparation and forward-thinking strategies. We help you comply with federal and state tax regulations while uncovering opportunities to reduce liabilities and optimize deductions. With our expert guidance, your practice will remain financially efficient and prepared for future growth.

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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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Everything You Need for Your Practice

Illustration of Helpful CPA comprehensive financial services for therapists

Financial Efficiency Breakdown

Helpful CPA for therapists illustration of financial efficiency breakdown for private practice tax savings time saving 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?

Dedicated to Therapists: We focus exclusively on helping mental health professionals. From navigating insurance reimbursements to managing the shift from W-2 to 1099 roles, we provide services designed to address the unique financial needs of therapists and their practices.

Personalized Solutions for Your Practice: Your practice is unique, and we treat it that way. Helpful CPA offers tailored accounting solutions that align with your goals and address the specific challenges of your business. We provide expert guidance that is clear, actionable, and built around your success.

Simplify Your Finances, Focus on Your Clients: Your energy belongs with your clients, not on financial stress. We handle the complexities of accounting and tax planning, giving you peace of mind and the freedom to focus on what you do best. With expert support just a call, text, or email away, you can count on us to be your trusted financial partner every step of the way.

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Take the First Step Towards Financial Success

Start your journey with Helpful CPA by booking a free consultation with one of our experienced professionals.

This is your opportunity to share your questions and concerns and learn how our personalized accounting solutions can simplify your finances, save you time, and help your therapy practice thrive. Let us show you what it feels like to have a financial partner who truly understands your needs.

Fill out the form to get started. Tell us about your challenges, and let us know when you are available. Together, we will take the first step toward giving you the peace of mind you deserve.