Tax Preparation Services For Therapists
with No Monthly Fees!

 

Choose Only Services You Need!

We believe in working with you and allowing you to choose how much you want to do and how much you want help with! While we also offer Full Service models, we don’t believe that the monthly subscription model is right for everyone!

Proactive Tax Planning Helps Manage Cash Flow

The cornerstone of our approach to taxes is proactive tax planning. Tax planning early to know what your expected liabilities will be and how strategic changes can alter the outcome is the best way to manage cash flow and not to be surprised by unexpected tax bills every April.  You can choose a once mid-year, add on a year end update, or calculate and pay in Quartey based on your actual income and expenses.

Taxes Are Typically the Biggest Business Expense for Your Practice

There are A LOT of taxes in business – Income tax is just ONE aspect of compliance.  Therapy practices also can have Payroll Tax, Franchise Tax (some states), Property Tax… to add to anxiety and confusion.  How are you even supposed to learn and understand all of this!?!?  You’re now a business owner, but the course for financials and taxes was never on your schedule in school, yet here you are with a need to deal with it!

The Hidden Costs of DIY Tax Preparation

Time is Money  Doing your own taxes, plus adding a business is a significant time investment.  Your time is valuable, in fact your time is how you make your living!  The Time Value of Money philosophy says that you are wise to hire us to do what we do best, so you can keep doing what you do best!

Missing Out on Deductions  The tax laws are constantly changing as well as being an intricate web.  Keeping up with the latest changes can be challenging and time consuming.  This is what we do all day!  Let us help you maximize your tax deductions and help guide you on things like entity structure.  We’re simply here to help guide you and make taxes a lot less taxing!

Avoid Costly Penalties  Even a minor error can lead to anxiety and stress in your mail bpx from the IRS with correction notices and penalties and interest.  When you have a professional help you out, you’re less likely to be required to visit the past and figure out the problem.  Our organizers and systems are designed to help you find all of the deductions and make sure we find everything that you are required to report.

Expert Strategies & Planning  Our expertise is not just with the compliance of what happened last year, we can help you proactively plan and save for the future.  We’re here to provide strategies and insights to potentials savings, as well as plan your cash flow for the upcoming taxes for all of your business profits!

From the Comfort of Your Own Office  As a virtual firm, we are able to help business owners all over the country.  Our user friendly portal system allows you to do manage your entire tax process right from your computer or mobile device and get back to business quickly!  Virtual meetings mean you never have to step away from your practice, just slip in a quick meeting between sessions. Our secure portal includes messaging, so you can keep tax talk out of your email and more private, as well as access all of your tax “stuff” anytime in a single location.

Proven Step by Step Process to Help Up Help You to Get Your Taxes Done Quickly

Pick Your Service Level to Get Exactly What You Need

It’s as easy as 1-2-3!

Step One
Complete our New Client Application.  This ensures that we are a good fit to work together, often this will include a discovery call before we commit.

Step Two
Onboarding!  This process is designed so that you can get us the foundational information we need to get you set up in our systems, so we are ready to help you at tax time.  You will also have the opportunity to get familiar with the portal and it’s features before crunch time.

Step Three
Tax Time & Tax Planning!  We’re all set to get last year’s taxes filed and do our planning or this year.  We have clear processes and instructions to help guide you through what to gather for taxes.

Ready to Find Out How We Can Work Together?

Melissa Calwell, CPA,EA,MBA has over 30 years of hands on experience working directly with business owners in both the private sector and through public accounting. Her depth of knowledge and expertise in all areas of back office operations and accounting is the magic of Fortitude Tax & Accounting. Years of experience in the field has allowed her to observe and implement solid systems and processes that work and make the tasks of compliance and accounting in your business feel easy!

Contact us today for an assessment on your business and solutions that are designed just for you!