We provide tax planning for therapists across the country, specializing in tax planning, business planning, and personal financial planning. At Flatiron Advisors, our experience with other therapy professionals provides a deeper understanding of the needs of your business and your personal finances.


tax planning for therapists

Tax Planning for Therapists:

  • Tax planning
  • Purchase or sale of a practice
  • Choice of entity for maximum tax savings
  • Compensation strategies
  • On-going tax planning
  • Business planning
  • Cash flow analysis
  • Banking
  • Cloud accounting solutions
  • Budgeting and financial forecasting
  • Personal financial planning
  • Bookkeeping and accounting
  • Assist internal staff with bookkeeping
  • Tax preparation
  • Accounting system reviews

Tax planning is the process of analyzing a current financial situation and making suggestions to reduce your taxes. Our process begins with a thorough review and understanding of your current tax and financial situation. We then discuss upcoming issues and changes and prepare a tax projection, sometimes projecting different scenarios. Then we make and discuss different tax savings strategies and help with the implementation when necessary.

Therapy Professionals We Work With:

  • Psychologists
  • Mental health therapists
  • Substance abuse centers and therapists
  • Physical Therapists
  • Occupational Therapists

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