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The money side of Mental Health & Wellness Practices, explained properly

No listicles, no scare tactics, no advice recycled from a business that looks nothing like yours. The tax, bookkeeping and retirement questions private and group practice owners actually ask, answered with the rules behind them.

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Retirement

Retirement Plans for Self-Employed Therapists

SEP-IRA, SIMPLE, Solo 401(k) or plain IRA? A side-by-side look at 2026 contribution limits, how each one interacts with an S-corp salary, and what breaks the moment you hire your first employee.

10 min read
IRS tax forms spread across a desk with a pen and a calculator app open on a phone
Bookkeeping

Bookkeeping Basics for a Growing Group Practice

The accounts, habits and monthly close checklist that let you answer one question with confidence: which clinicians and services are actually making the practice money?

10 min read
Two professionals high-fiving over a laptop and printed financial reports
Tax Strategy

Should Your Therapy Practice Elect S-Corp Status?

How self-employment tax actually works, what the election changes, what reasonable compensation means in practice, and the profit level where the savings finally outrun the added cost.

10 min read
Two people reviewing a notebook of hand-drawn charts between two laptops
Tax Strategy

LLC vs. S-Corp for Private Practice: What Actually Changes

One is a legal entity, the other is a tax election, and confusing them is the single most common entity mistake we see. Here is the real difference, in the order the decisions happen.

8 min read
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Practice Finances

Quarterly Estimated Taxes: A Private Practice Guide

Who has to pay, the four due dates, the safe harbors that make the penalty disappear, how to calculate from income that moves every month, and what to do if you already missed one.

9 min read
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