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.
Save 15%
Annual Plan
$169/mo
$2,028 Billed annually
includes:
Annual income tax prep and filing (personal)
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.
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. If the time is right, we file the paperwork to help you elect S corp.
Unlimited messaging support and guidance from CPAs and tax professionals
Message with our team of CPAs and tax professionals to get all of your tax, accounting, and finance question answered. Our team responds within 8 business hours and guides you through important financial decisions.
Catch Up Bookkeeping
one-Time Fee
We require a one-time fee of $99/mo for months of catch up bookkeeping. The first step in setting you up on Heard is organizing 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.
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.
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.
Save 15%
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) and business income annual taxes. Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings.
Reasonable salary determination and S corp compliance
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.
Payroll setup assistance and management
We help you setup and run your payroll through our integration with Gusto. Run payroll directly in your Heard platform to ensure you stay compliant as an S corp. One user included in your Heard membership.
Catch Up Bookkeeping
one-Time Fee
We require a one-time fee of $99/mo for months of catch up bookkeeping. The first step in setting you up on Heard is organizing 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.
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.
Sole Proprietor or S Corporation
Best Value
Annual Plan
$255/mo
$3,060 Billed annually
Includes:
Annual income tax prep and filing (personal and business)
Our third-party partners prepare and file your personal income annual taxes (Form 1040) and business income annual taxes. Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings.
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 bookkeeping team 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.
Reasonable salary determination and S corp compliance
We'll run an assessment to determine when it's the right time to form an S Corporation. If the time is right, we file the paperwork to help you elect S corp.
S corp readiness report and election support
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.
Unlimited messaging support and guidance from CPAs and tax professionals
Message with our team of CPAs and tax professionals to get all of your tax, accounting, and finance question answered. Our team responds within 8 business hours and guides you through important financial decisions.
Payroll setup assistance and management
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 help you setup and run your payroll through our integration with Gusto. Run payroll directly in your Heard platform to ensure you stay compliant as an S corp. One user included in your Heard membership.
Catch Up Bookkeeping
one-Time Fee
We require a one-time fee of $99/mo for months of catch up bookkeeping. The first step in setting you up on Heard is organizing 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.
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.