Retirement Planning for Therapists

Secure your future while making an impact today

Planning for retirement as a self-employed therapist can feel overwhelming without employer-sponsored plans. Helpful CPA specializes in creating retirement strategies that allow you to save for the future while taking advantage of tax benefits today. From setting up Solo 401(k)s to maximizing SEP IRAs, we ensure your plan aligns with your financial goals.

Schedule Your FREE Consultation
Helpful CPA guiding a therapist through retirement planning, using a purple MacBook laptop
A therapist consulting Helpful CPA for retirement planning strategies, displayed with a purple MacBook

What We Offer:

Customized Retirement Strategies: We help you choose the best retirement accounts tailored to your practice and personal goals.

Tax-Advantaged Savings: Maximize contributions and reduce your taxable income with our expert guidance.

Ongoing Plan Adjustments: As your practice grows, we adjust your strategy to keep you on track for a secure future.

Additional Services: Business Setup, Tax Planning, Bookkeeping, Cash Flow Management, Financial Support, Free Consultation

Request Your Free Consultation

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.