Get reminders, reports, and support in a convenient, easy-to-use dashboard.
The less time you spend wrangling finances, the more time you have to help your clients.
Without Heard | ||
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Annual income tax return prep and filing (business & personal) | ||
Quarterly tax estimates | ||
Monthly bookkeeping services | ||
Financial reports and profit allocation guide | ||
S Corporation eligibility assessment | ||
Bookkeeping and tax professionals specialized in therapy practice | ||
Unlimited email support |
Our pricing is subscription-based and transparent. The price for Solo Practices is $199/month (if Sole Proprietor) and $299/month (if S Corporation) with a monthly plan. The price for Group Practices is $299/month (Sole Proprietor and S Corporation) with a monthly plan. We offer a 15% discount with an annual plan for both Solo and Group Practices.
Payroll is an add-on service for $39 per month + $6 per month per employee. There is also an additional $450 charge for Group Practice S Corporations to prepare your personal tax return. The business return is included.
Our pricing does not include third-party fees (such as fees and taxes charged by your city, state, or the federal government) or business license filing fees, which vary by city.
Yes, we provide historical bookkeeping for the tax year(s) we are providing tax services. This is covered as part of your subscription fee at no additional cost.
We do not offer historical bookkeeping for prior tax years at this time.
Bookkeeping gives you a clear picture of your practice finances, where your money is coming from, and where it's going. When your bookkeeping is up-to-date, you will be able to understand areas to save and areas to invest more, seasonal fluctuations in your practice, and have an overall clear picture on how much you can pay yourself and your team.
Having accurate finances saves you hours during tax season as well. When your books are reconciled and up-to-date, you avoid scrambling to get caught up prior to the tax deadline, or miss out on any tax write-offs or deductions. Most importantly, you will avoid subjecting yourself to any potential errors or late fees.
You have access to an entire team of accounting and tax professionals.
Our support team will answer any questions you have as they come up during the tax year within the app through Heard Conversations. We will also work with you to calculate quarterly tax estimated payments.
When your annual tax return(s) is ready, we will connect you with a third-party tax preparer who will work with you to complete your return(s) and make any required payments.
We can discuss what makes the most sense for you and your practice. Just like in the mental health profession, clients sometimes switch professionals in the accounting world for various practical reasons.
If you're looking to completely transition both your bookkeeping and your taxes to Heard, we will ask for access to any bookkeeping software you're currently using to help us transition. If you're only looking to use our bookkeeping services and want to keep your tax professional, we will ask for an introduction to your tax professional.