Tax strategies for
Licensed Therapists.
Licensed therapists, counselors, psychologists, and other licensed practitioners. We help you navigate S corp elections, retirement planning, and multi-state filings to maximize your tax-saving opportunities.
Telehealth Taxation
Working across multiple states as a telehealth provider creates complex multi-state tax filing requirements. We handle the apportionment and ensure full compliance everywhere you practice.
High-Income Retirement
We help high-earning private practice owners implement advanced retirement vehicles, such as Cash Balance Plans and Mega Backdoor Roth IRAs, to drastically reduce taxable income.
Entity Structuring
Whether you need a PLLC, a Professional Corporation (PC), or an S Corp, we guide you through the specific regulatory and tax implications for therapy practices in your state.
Tax Advisory for Licensed Therapists
The transition from a W-2 employee to a 1099 independent contractor or private practice owner is a major financial shift. Suddenly, you are responsible for your own withholding, self-employment taxes, and benefits.
Without proactive planning, 1099 licensed therapists often face massive, unexpected tax bills in April. We specialize in working with licensed therapists, counselors, and psychologists to prevent this.
We analyze your specific situation to determine if an S Corporation election is right for you, help you set a defensible reasonable salary, and maximize deductions for continuing education, home office, and licensing.
Your time is best spent caring for clients, not stressing over the tax code. Let us build a comprehensive, high-level tax strategy that protects your wealth.
Frequently Asked Questions
You'll work directly with Ameen.
No rotating team, no support queue. I'll learn your business, plan around your goals, and proactively bring opportunities to the table year-round.
Meet Ameen