X Tax Savvy Therapist Coaching program

The only 1:1 tax coaching program helping self employed therapists (even those with CPAs) keep thousands in their pockets instead of sending it to the IRS!

Over the course of your working years, this tax coaching can potentially save you around $400,000 in tax overpayments.

Due to the highly personalized nature of our service, I only accept a limited number of coaching clients per year.

The Tax Savvy Therapist Coaching Program is for self employed therapy professionals operating as sole proprietors or single member LLC’s.

This program is not for therapists operating as S-corporations.

The program includes onboarding, 1:1 coaching sessions, on demand education and implementation modules, set up with systems. Program duration is 6 weeks, this includes five 1:1 coaching sessions. You’ll be coached by a tax advisor with 19 years of experience as an Independent contractor and 6 years as a profitable business owner.

Benefits of the Tax Savvy Therapist program

1. Provide comprehensive education on available deductions
2. Optimize your setup to maximize all eligible deductions for current tax year
3. Offer insights into personalized tax strategies for current tax year
4. apply tailored tax strategies for your financial benefit
5. Educate on IRS-required receipt compliance
6. Establish a simple receipt management system for compliance
7. Guidance on income and expense tracking, meeting IRS requirement
8. Implement a simplified Expense Tracking System (ETS)
9. Assist in estimating and managing quarterly tax obligations for current tax year
10. Provide reminders for timely IRS-required quarterly tax payments,
11. Regularly monitor ETS for accuracy and completeness
12. Send reminders to stay current with your tracking
13. Weekly checkins for ongoing customer support (phase one)

Additional services (additional fee)

S Corporation assessment: let us calculate the savings or losses of switching to an S-Corp so you know if it’s worth the extra investment. S corporation are much more expensive than an LLC because there are additional costs to maintain it and also the tax filing fees are much higher.

There are no refunds on this product, reach out to us with any questions prior to purchase so we can answer them and you can proceed with confidence. @therapynottaxes on IG. Prices subject to change without prior notice. The above services apply to the current tax year only.