Tax and Bookkeeping Services for Therapists

My name is David. I’ve been a CPA for 15 years, and I would like to help you run a successful private practice.

Whether you’re just beginning your journey into private practice or have been running your own business for years, one thing is certainly true: having a clear understanding and control of your finances is essential for building a thriving, sustainable business. Although for many, managing the financial side of the business can undoubtedly be overwhelming and stressful. In addition, every hour spent sorting receipts or worrying about deductions is time taken away from what truly matters: supporting your clients and growing your practice.

That’s where I come in.

I offer a dedicated, all-in-one financial package that I created exclusively for therapists like you. As a licensed CPA for therapists, and the sole owner of my firm, I’ll personally take care of your finances, from monthly bookkeeping and regular financial updates to tax preparation and planning.

As a result, when you work with me, you’re not just hiring another accounting firm. You’re gaining a trusted partner who truly understands the unique needs of therapists in private practice. Since I’m a solo practitioner, you won’t be shuffled around from person to person. Instead, you’ll work directly with me: someone who values relationships as much as accuracy.

So let me take the stress of finances off your plate so you can focus on what you do best: helping others.