Скачать или смотреть How to survive tax season | tax season tips -A Guide for Therapy Practices

How to survive tax season is a question many people ask every January, especially if you’re self-employed or running a private practice. In this video, I explain how to survive tax season when you own a private practice, with a specific focus on mental health professionals.

If you’re a therapist, counselor, psychologist, or psychiatrist in private practice, tax season can feel overwhelming. You may be asking yourself:
Did I save enough?
Did I pay enough in estimated taxes?
Are my books even accurate right now?

January often becomes panic season — but it doesn’t have to be.

In this video, I walk you through a tax survival framework designed specifically for private practice owners and mental health professionals, so you can move from uncertainty to clarity.

We cover:
✔️ How to get real financial clarity (no guessing from bank balances)
✔️ What numbers you should be able to answer at year-end
✔️ Why spreadsheets often create tax stress instead of solving it
✔️ How proper categorization protects your deductions
✔️ Commonly missed deductions in mental health private practices
✔️ Why separating business and personal finances is non-negotiable
✔️ What your Profit & Loss and Balance Sheet should tell you in January

If you’re relying on spreadsheets or piecing things together from bank statements, this video explains why tax season feels stressful every year — and how to fix that going forward.

At Madison Avenue Bookkeeping, we specialize in bookkeeping for mental health private practices. We help private practice owners get accurate, up-to-date financials so tax season becomes a formality, not a fire drill.

Hello!

I'm Laurie Ellison from Madison Avenue & Hudson Valley Bookkeeping. We specialize in Solo Private Practice Bookkeeping and QuickBooks Coaching.

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Visit our website:
https://www.madisonavebookkeeping.com

Call me at 646-661-3971
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FREE Downloadable Resources for You!
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✔Therapy Chart of Accounts:
https://mailchi.mp/2a970e213641/lhfcz...

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If you have any QUESTIONS please feel free to:
Email me at📩 : [email protected]
Call me at📱 : (646) 661-3971
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Do you have QUESTIONS or NEED guidance setting up your QuickBooks?
We give QuickBooks LESSONS via Zoom.
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❕Check out our 2024 QuickBooks Online series for Mental Health Practices:❕

Part 1 2024 QuickBooks Online Setup for Mental Health Practices -    • Видео  
Part 2 QuickBooks Online Setup Private Practice Therapy Chart Of Accounts Part 2
   • Видео  
Part 3 QuickBooks Online for Therapy Practices
   • Видео  
Part 4 QuickBooks Online Understanding Chart of Accounts for Therapists Free Chart of Accounts
   • Видео  


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Happy Bookkeeping!

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📅 Free 15-Minute Consultation
If you’d like help reviewing your books or putting real systems in place to survive tax season with confidence, you can schedule a free 15-minute consultation using the link below.

Tax season doesn’t have to be scary — when your numbers are right.



Disclaimer: This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Hudson Valley Bookkeeping, Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Hudson Valley Bookkeeping, Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.