Tax Prep + Planning Options That Fit Your Practice
Good tax support isn’t about having more meetings. It’s about having the right conversations at the right time.
At Fortitude, tax preparation is the foundation. From there, you can choose how much planning support makes sense for you and your practice.
Our planning options are designed to give your good intentions some structure—so when you tell yourself you’re going to stay ahead of taxes, plan earlier, or avoid another April surprise, there’s already a process in place to help you follow through.
Taxes Shouldn’t Be a Surprise Expense
For many therapists, taxes are one of the largest expenses in the business—and one of the easiest to put off thinking about while you’re busy seeing clients and running your practice.
That’s why our planning isn’t scheduled randomly. Our fall planning is intentionally timed for when we have enough actual financial information to build a meaningful projection, while there’s still time left in the year to make changes when appropriate.
And when the best answer isn’t a tax strategy at all? Knowing what you’re likely to owe months ahead of April gives you something just as valuable: time to plan the cash flow.
Tax Support That Fits Your Practice
Without Paying for Things You Don’t Need
You shouldn’t have to buy bookkeeping, payroll, or a year-round subscription just to have a good tax professional.
Every therapy practice is different. Some clients need tax preparation and nothing more. Some want a well-timed forecast so they know what’s coming. Others benefit from more proactive planning throughout the year.
We help you choose the level of support that makes sense for your practice—not the package that sells you the most services.
1. Start with what you actually need. We learn about your practice, business structure, and where you could use support.
2. Choose the right level of tax support. Tax preparation, Forecast & Plan, or Proactive & Prepared—without requiring unrelated services.
3. Plan when planning adds value. If you’ve chosen planning support, we’ll use those touchpoints intentionally to look ahead, identify opportunities, and help you prepare.
4. File with confidence. We prepare your return and walk you through it so you understand what was filed and what comes next.
No Forced Bookkeeping. No Bloated Bundle.
Just the level of support that makes sense for you.
Essential Compliance
Tax Preparation Only
Add Planning Only If Needed
Professional tax preparation for therapists who want their taxes handled accurately and clearly—without being required to purchase planning or bookkeeping services
they don’t need.
Includes:
- Personal & business tax return preparation, as needed
- Secure organizer and document upload through the client portal
- Clear process, deadlines, and communication throughout tax time
- Electronic filing with federal and state agencies
- Return walkthrough so you understand what was filed
- Estimated tax vouchers when applicable
- Secure access to your finalized returns and documents
Best for:
Therapists who want accurate, professional tax preparation and don’t need proactive planning support right now.
Forecast & Plan
Tax Preparation
+ One Focused Planning Touchpoint
For therapists who want to look ahead before tax time. A strategically timed fall forecast helps you see where taxes are headed while there’s still time to plan, adjust and prepare for April’s tax bill.
Everything in Essential, plus:
- One focused fall tax planning and projection touchpoint
- Projection of your expected federal and state tax position
- Review of estimated payments and what you may still need to set aside
- Identification of meaningful year-end opportunities while there’s still time to act
- Clear next steps based on what matters most for the remainder of the year
- Additional cash-flow runway to prepare for taxes due at filing
Best for:
Therapists who want to know where their taxes are headed, make appropriate year-end adjustments, and have time to prepare for what they’ll owe.
Proactive & Prepared
Tax Preparation
+ Two Planning Touchpoints
For therapists who want to stay ahead throughout the year. Two planning touchpoints create time to make intentional decisions and adjust as your practice and financial picture change.
Everything in Forecast & Plan, plus:
- Two proactive planning touchpoints during the year
- An earlier opportunity to identify issues, opportunities, and decisions before the year gets away from you
- Planning that can adjust as your income, practice, or personal circumstances change
- Updated year-end projection using more complete actual results
- Strategy discussions around the tax decisions that matter for your situation
- Clear priorities and next steps so you know what to do—and when
Best for:
Therapists with growing or changing practices, or those who want greater structure and accountability around staying ahead of their taxes throughout the year.
Why Therapists Choose Fortitude Tax & Accounting
✓ Support that fits your practice – Start with professional tax preparation and add planning, bookkeeping, or other support when it actually makes sense for you.
✓ Planning at the right time – We time planning conversations when the information is useful and there’s still time to make meaningful decisions.
✓ Education without the overwhelm – We explain what matters, why it matters, and what you actually need to do next.
✓ No forced bundles or unnecessary services – You don’t need to buy bookkeeping, payroll, or an oversized subscription just to work with a good tax professional.
✓ S corporation guidance when it makes sense – We help you understand when an S corporation may be beneficial, what comes with it, and how to stay compliant once you make the move.
✓ A firm that understands therapy practices – Our services are designed around the realities of running a private practice, from variable income and estimated taxes to business growth and changing support needs.
Ready for fewer surprises at tax time? Schedule a Call
Essential Compliance is for therapists who want accurate, professional tax preparation without adding planning services they don’t currently need.
It’s a good fit when your tax situation is relatively stable, you’re comfortable managing your tax cash flow, and you primarily want an experienced professional to prepare the return correctly and help you understand what was filed.
Tax preparation includes a secure organizer and document process, preparation of the tax returns included in your engagement, electronic filing, and a walkthrough of your completed return so you understand what was filed and what comes next.
Business and personal returns can be coordinated when both are part of your engagement, including Schedule C or S corporation returns as applicable.
Forecast & Plan is designed for therapists who want one well-timed look ahead during the year. We use your actual results to project where taxes are heading, identify meaningful year-end opportunities, and give you time to prepare for what you may owe.
Proactive & Prepared adds an earlier planning touchpoint, giving us more opportunity to make decisions, adjust as your practice changes, and revisit the plan later in the year with better information.
It’s intentional. By fall, we generally have enough actual financial information from the year to create a meaningful tax projection—but there’s still time before year-end to make changes when appropriate.
It also gives you several months before tax time to prepare for the cash you’ll need, rather than finding out what you owe when the return is prepared.
No. You do not have to purchase bookkeeping services to work with Fortitude for tax preparation or planning.
You can maintain your own books, work with another bookkeeper, or use Fortitude bookkeeping services if they’re a good fit. We believe you should pay for the support your practice actually needs—not services added simply to create a larger package.
You don’t need to figure that out before talking with us. We’ll learn about your practice, tax situation, and what you’re trying to accomplish, then help you determine whether Essential Compliance, Forecast & Plan, or Proactive & Prepared makes the most sense.
And that answer can change as your practice changes. You don’t need to buy more planning than is useful to you right now.
Yes. An S corporation can be beneficial for some therapists, but it isn’t automatically the right move simply because your practice reaches a particular revenue level.
We can help you evaluate the potential tax benefit along with the additional payroll, filing, compliance, and administrative responsibilities so you can make an informed decision.
No. Fortitude does not require a year-round subscription simply to have us prepare your taxes.
Our service levels are designed to let you choose tax preparation alone or add planning support when it provides meaningful value to you and your practice.
Experienced Tax Support. A More Personal Approach.
Working with a smaller firm doesn’t mean giving up experience or expertise. Melissa Calwell, CPA, EA has been preparing tax returns since 1998, with decades of experience helping business owners navigate the tax and financial decisions that come with running a business.
At Fortitude, that experience is paired with something equally important: clear explanations, practical guidance, and support designed around what you actually need.
Whether you choose tax preparation alone or add proactive planning, our goal is the same—to do the work well, help you understand what matters, and make the financial side of your practice feel a little easier to manage.
Experienced. Practical. Personal. That’s tax support by design.
Ready to Work Together?
Fortitude Tax & Accounting is led by Melissa Calwell, CPA, EA, with over 30 years of experience helping service professionals including: therapists in private practice, Realtors, and rental property owners make smarter tax decisions.
If you’d like to talk through your situation and see what level of support makes sense, schedule a discovery call with Melissa.
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