Tax season made easy for therapists
Sign up for Heard to get support with filing your 2024 taxes and to take advantage of our limited time tax season pricing. See below for pricing details.
Your path to confident tax filing starts here
Done-for-you Bookkeeping
Connect your bank account(s) and our platform gets your books up-to-date automatically, reviewed by human bookkeepers for accuracy
Simple Tax Filing with Experts
Follow our simple tax prep checklist, then get matched with a dedicated Taxfyle tax expert who supports you through your tax filing experience
Year-Round Support
Our industry-leading support doesn’t stop when your taxes are filed. Benefit from bookkeeping and tax services that power your practice year-round
Heard is truly a company dedicated to therapists like me, who are not accountants and wish to never be. I cannot recommend Heard highly enough!
Dr. Erica Simon
Licensed Clinical Psychologist
Onboarding
Get started with Heard
Sign up, securely connect your business bank account(s) and credit cards, and attend a group onboarding session to get set up on Heard with the option to schedule a 1:1 follow up session.
SMART Bookkeeping
Get your books organized
We’ll automatically categorize your 2024 transactions and check them against your statements, with your dedicated bookkeeping team reviewing for accuracy. You get a clear picture of your 2024 business income and expenses to inform accurate tax filing.
annual close out
Close out 2024
Close out the year by sharing important documents and statements. Our annual checklist makes it easy to stay organized and ensure you maximize deductions and have what you need for an on-time filing.
Since you're joining after the deadline for an on-time tax return, we'll automatically file an extension on your behalf as a precaution to avoid IRS penalties.
Since you're joining after the deadline for an on-time tax return, we'll automatically file an extension on your behalf as a precaution to avoid IRS penalties.
Prepare and file taxes
File your annual taxes confidently
Get matched with a dedicated TaxFyle tax pro who will prepare your business and personal income taxes, including both federal and state returns, and then file them for you.
At this stage, we also help you identify deductions, reconcile income and expenses, and file 1099-NEC for your contractors, if needed.
You also have the option to book a one-on-one consultation with your dedicated tax preparer (see pricing details). Get help on your return or create a strategy to save more on your taxes.
At this stage, we also help you identify deductions, reconcile income and expenses, and file 1099-NEC for your contractors, if needed.
You also have the option to book a one-on-one consultation with your dedicated tax preparer (see pricing details). Get help on your return or create a strategy to save more on your taxes.
Maximize your tax season savings with limited-time pricing
Lock in our lowest prices of the year, plus exclusive add-ons.
Sole Proprietor
You’re taxed as a Sole Proprietor
If you don’t form a business entity, then you are taxed as a sole proprietor. If you form an LLC, then you’re still taxed as a sole proprietor unless you elect to be taxed as an S corporation.
Best Value
Annual Plan
$169/mo
$2,028 Billed annually
includes:
Annual personal income tax prep and filing with unlimited state filing
Our team files your annual state and federal personal income tax return. Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
One-on-one tax advisory call with your dedicated tax preparer (add-on)
Book a 30 minute personalized tax consultation on our annual plan for 50% off with your tax preparer to discuss your tax needs and strategy. You’ll be able to book additional 30 and 60 minute conversations during your tax filing process for a fee.
Quarterly personalized tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping done for you
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial insights and profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit. Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
S corp readiness report and election support
We'll run an assessment to determine when it's the right time to form an S Corporation.
Exclusive access to members only Heard Community
Connect with fellow therapists, share experiences, and gain insights from our diverse community of mental health professionals
Unlimited messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.
Free introductory call with financial advisor (add on)
Book a free introductory call with a certified financial advisor to discuss your financial goals and to learn more about Heard's financial advisory add on. This benefit is only included for Sole Props that opt into 2024 tax services.
Catch up bookkeeping $99/mo $49.50/mo (50% OFF)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping.We are offering it 50% off for the next few weeks. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Catch up bookkeeping $99/mo $74.25/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it 25% off for the next few weeks. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
S Corporation
You’re taxed as an S Corporation
An S corporation is an IRS tax designation. After you form a business entity, then you can elect to be taxed as an S corporation.
Best value
Annual Plan
$255/mo
$3,060 Billed annually
everything in Sole proprietor, plus:
Annual personal income tax return prep and filing
Our third-party partners prepare and file your personal income annual taxes (Form 1040). Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings.
Annual business income tax return prep and filing
Our third-party partners prepare and file your business income tax return for your corporation (Form 1120-S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Reasonable salary determination and S corp compliance
Throughout the year, we'll review your reasonable salary to make sure you're paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice's profits and overall business success.
Integrated payroll management via Gusto
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Payroll is included for up to one user as a Heard member. It is $6/month per additional employee.
Catch up bookkeeping $99/mo
We require a one-time fee of $99/mo for months of catch up bookkeeping. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Catch up bookkeeping $99/mo
We require a one-time fee of $99/mo for months of catch up bookkeeping. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Sole Proprietor or S Corporation
Best Value
Annual Plan
$255/mo
$3,060 Billed annually
Includes:
Annual business income tax return prep and filing and unlimited state filing
Our third-party partners prepare and file your business income tax return for your corporation (Form 1120-S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Annual personal income tax return prep and filing and unlimited state filing
Our third-party partners prepare and file your annual taxes (Form 1040). Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings.
One-on-one tax advisory call with your dedicated tax preparer (add on)
Book a 30 minute personalized tax consultation for 50% off on our annual plan with your tax preparer to discuss your tax needs and strategy. You’ll be able to book additional 30 and 60 minute conversations during your tax filing process for a fee. Must opt into annual tax services to access this benefit. For Sole Props only.
Quarterly personalized tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping done for you
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial insights and profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit. Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
S corp readiness report, election support, and reasonable salary determination
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren’t compliant with S Corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.
We'll run an assessment to determine when it's the right time to form an S Corporation. Throughout the year, we'll review your reasonable salary to make sure you're paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice's profits and overall business success.
Integrated payroll management via Gusto
We've teamed up with Gusto to provide stress-free payroll, embedded right in the Heard experience. This is included in your Heard membership for up to one user. It is $6/month per additional employee.
Exclusive access to members only Heard Community
Connect with fellow therapists, share experiences, and gain insights from our diverse community of mental health professionals
Unlimited messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.
Free introductory call with financial advisor (add on)
Book a free introductory call with a Certified Financial Advisor to discuss your financial goals and to learn more about Heard's financial advisory add-on. Must opt into annual tax services to access this benefit. For Sole Props only.
Catch up bookkeeping $99/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for free until 12/31. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping.We are offering it 50% off if you are a Sole Prop that opts into our 2024 tax package. Otherwise, it is $99/mo. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
Catch up bookkeeping $99/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it 25% off if you are a Sole Prop that opts into our 2024 tax package. The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.