Surprise tax bills
Income swings month to month, nobody set your estimates, and April becomes a scramble for cash you already spent.
Virtual Tax, Accounting & Advisory · Mental Health & Wellness Practices
5.0 overall client rating
Your practice heals people. We keep its finances healthy.
Strategic tax, accounting and advisory services built around private and group Mental Health & Wellness Practices, so you can make informed financial decisions with real numbers behind them.
Safietou D. Russell, CPA, EA, MST
All 50 states, fully virtual
10+ yrsof S-corp elections, run against real numbers first
Books closed monthlyNo more March panic
Credentials, certifications & partnerships
Your practice needs financial guidance built around how Mental Health & Wellness Practices operate
Tax preparation is only one part of the financial picture. Entity structure, how you pay yourself, estimated taxes and year-round planning can all affect your practice's overall tax and financial strategy.
Sound familiar?
The S-corp question
Everyone in your Facebook group swears by it. Nobody has shown you whether the math works for your profit level.
Deductions left behind
Home office, mileage, supervision, continuing education and eligible business travel are examples of practice expenses that should be reviewed and documented carefully.
Books six months behind
You meant to reconcile in January. It is now August, and you genuinely cannot tell whether the practice is profitable.
None of this means you are bad with money. It means you have been handed generic advice for a specific business.
See how we work with practices
What we do
Four ways we take the financial weight off your desk
Start with one. Most practices eventually use all four, that is exactly what the Total Harmony Package bundles together.
Tax Preparation & Planning
Individual and business returns filed accurately, plus the part most firms skip: quarterly estimates, year-end moves, and a plan that lowers next year's bill before it happens.
Explore tax servicesAccounting & Bookkeeping
Books maintained in QuickBooks Online with accounts reviewed and reconciled according to the service selected. Cleanup and catch-up work are priced separately when needed.
Explore accountingPayroll & Retirement
Get yourself and your team paid correctly, reasonable compensation, contractor-vs-employee done right, and a retirement plan that doubles as a tax deduction.
Explore payrollAdvisory & Formation
From naming your LLC to hiring your first associate, entity structure, growth modeling and financial planning at the moments that matter.
Explore advisory
Most requested service
S Corp Strategy Report
A personalized report that answers the question straight: would electing S-corp status actually save your practice money, and if so, what salary keeps you defensible with the IRS?
Who we serve
Specialists, not generalists
Working deeply in a handful of fields means we already know your revenue model, your write-offs and your compliance landmines before you explain them.
Our specialty
Mental Health & Wellness Practices
Therapists, psychologists, psychiatrists, nurse practitioners and group practice owners, from your first private-pay client to a team of twelve clinicians.
Explore this industry
Founders & new entities
Early-Stage Startups
Formation, clean books from day one and a structure that survives your first hire — set up properly now, so you are not unpicking it in front of an investor later.
Explore this industry
Since 2002
serving clients in tax & accounting
Meet your CPA
Read Safietou's full story
Hi, I'm Safietou. Here's how my story with numbers began.
I'm Safietou D. Russell, CPA, EA, MST, founder of SDR Consulting Inc. I fell for accounting in a high-school bookkeeping class, graduated magna cum laude from SUNY Albany, earned a Master's in Taxation from Florida Atlantic University, and spent over fifteen years in public accounting before opening my own firm in 2016.
I've worked with clients across more than 25 industries. The work that kept pulling me back was with mental health professionals, partly because I watched, in my own family, what that work makes possible. So I built the firm around you.
Certified Public Accountant
Enrolled Agent
MS in Taxation
QuickBooks ProAdvisor
23+years in tax & accounting
25+industries served
5.0average client rating
Signature package
Total Harmony, one relationship, all year
Tax, accounting and advisory under a single flat monthly fee. Your books stay current, your estimates get set on time, and you have someone to call before you sign the lease, not after.
- Books maintained monthly, with questions discussed as they arise
- Business & personal tax returns prepared and filed, no separate invoice
- Quarterly estimated tax calculations prepared using timely information
- Annual S Corporation Reasonable Compensation Report, when applicable
- Ongoing year-round support, including up to one hour of advisory support each month
Client words
Rated 5.0 by the people who trust us with their numbers
As a woman-owned small business owner, finding the right accountant who could guide and support me was crucial. Safie proved to be exactly the mentor I needed. She has become an indispensable part of my journey in establishing my small business, and I truly couldn't have done it without her.
SDR Consulting is incredible! And Safie is a dream! I could not recommend her more. She is timely, answers all of my questions, and has taught me so much about running my own business. She came in and helped me clean up all my first time company owner mistakes, and has done so with grace and care.
Safie and her team is a one of a kind gem! As a professional nurse and business owner I really appreciate Safie's dedication to accounting. She is honest, professional, and gives you solid consulting and is highly ethical. She takes privacy seriously and all your information is secure.
Her and her staff is amazing. They help me and respond to me quick and help me to understand plus she is extremely patient with me and that means alot because I'm overwhelmed a lot with my day to day and I forget some task and she reminds me and helps me.
I had a serious tax debt, SDR advised me on my options and worked with me with care, concern and professionalism, thanks for helping erase my tax debt, you're the best!
Free & useful
Start learning before you start paying
Guides, tools and a podcast with more than 50 episodes are available to help practice owners strengthen their financial knowledge.
Free e-book
12 Overlooked Tax Write-Offs
The deductions generalist accountants routinely miss in mental health practices, with the rules that make each one stick.
Get the e-bookSDR's Business Basics
More than 50 episodes on cash flow, entity choice, worker classification and staying sane while you grow.
Listen now6 free tax calculators
Self-employment tax, withholding, payroll cost, 401(k) growth and total tax liability.
Run the numbers7-Point S Corp Checklist
Seven important factors to evaluate before deciding whether an S Corporation election may make financial sense for your practice.
Get the checklistBlog & insights
Plain-English answers to the questions practice owners actually ask us.
Read the blog
How it works
Three steps, no mystery
Request a consultation
Tell us about your practice, your entity, and what is keeping you up at night. We will tell you honestly whether we are the right fit.
Get a clear proposal
A written scope and flat fee, what is included, what it costs, when it happens. No hourly meter, no vague "it depends."
Hand it over
We onboard your books, set your estimates, and get on a rhythm. You go back to seeing clients with a CPA in your corner year-round.
Questions, answered
Before you book, you're probably wondering…
Do you only work with mental health professionals?
Mental health and wellness practices are our specialty, and most of our clients are therapists, psychologists, psychiatrists and nurse practitioners. We also serve early-stage startups that want the same proactive, year-round approach.
Is SDR Consulting a virtual firm?
Yes. We are based in Valley Stream, New York and serve clients in all 50 states. Meetings happen by video or phone, documents move through a secure client portal, and you never need to drive to an office.
What does working with you actually cost?
One-time consultations start at $75. The S Corp Strategy Report is $2,497 and the Reasonable Compensation Report is $500. The year-round Total Harmony Package is custom-quoted after a consultation, because the work varies with entity type, transaction volume and clean-up needs. Full details on the pricing page.
I'm behind on bookkeeping. Can you still help?
Absolutely, and you are in very good company. Clean-up is one of the most common ways clients start with us. We assess how far behind you are, quote the catch-up work separately, then move you onto a monthly rhythm so it does not happen again.
Should my practice elect S corporation status?
It depends on your profit, a defensible salary, your state, and the added cost of payroll and compliance. Our S Corp Strategy Report runs those numbers for your practice specifically.
How do we get started?
Request a consultation. We will talk through your practice and which service fits. If we are a good match you will get a custom proposal, and if we are not, we will point you toward someone better suited.