Review what already exists
We read your last two returns, your entity paperwork and your current books. That usually surfaces missed deductions, an entity that no longer fits, or estimates that were never set at all, before any new work starts.
Tax Preparation & Planning
A return that's accurate, and a year that was planned
Individual and business returns, quarterly estimates calculated from real income, year-end moves made while they still count, and an Enrolled Agent who can stand between you and the IRS if a notice ever arrives.
1040 · 1120 · 1120-S · 1065
Enrolled Agent, full representation rights
MS in Taxation
Why this is different
By the time your return is being prepared, the year is already decided
Every meaningful lever on a tax bill has a deadline attached, and almost all of them fall on or before December 31. Retirement contributions. Equipment purchases. An S-corp election. Adjusting your owner salary. Timing a big January invoice into the right year.
A preparer who only appears in March can report those decisions. They cannot influence them. That is the difference between a tax preparer and a tax planner, and it is the whole reason this service exists.
So the year has a shape: estimates reviewed each quarter against actual profit, a planning conversation in the autumn while there is still time to act, then a filing season that is mostly confirmation rather than discovery. No March scramble for receipts, no surprise balance due you have to finance.
23+years in tax & accounting
25+industries served
50states served, fully virtual
What's included
Everything under tax preparation & planning
Delivered by a Certified Public Accountant who is also an Enrolled Agent with a Master's in Taxation, not handed to a seasonal preparer you never meet.
Individual tax preparation (Form 1040)Your personal return and every schedule your practice touches, Schedule C or K-1 income, Schedule E rentals, itemized deductions, education and dependent credits.
Business tax preparation (1120, 1120-S, 1065)Corporate, S-corporation and partnership returns prepared alongside your personal filing so the two actually agree with each other.
Corporate & pass-through returnsC-Corp, S-Corp, single-member LLC, multi-member LLC and partnership, including K-1s issued to partners on time rather than on extension.
Quarterly estimated tax planningCalculated from year-to-date profit and household withholding, revised when income shifts, with the amount and due date sent before each deadline.
Year-end tax planningAn autumn projection and a written list of moves worth making before December 31, retirement funding, equipment, owner compensation, income timing.
Tax credits & deductions optimizationHome office, mileage between work locations, supervision and consultation, licensure and CEUs, malpractice insurance, EHR and telehealth platforms, the business share of conference travel.
Real estate & rental property taxationDepreciation schedules, passive activity limits, cost basis tracking and the tax consequences of buying, refinancing or selling the building you practice in.
Sales & use tax complianceFor practices that also sell courses, digital products, workbooks or group programs, registration, collection and filing where your state requires it.
Business tax compliance & filingsState registrations, annual reports, franchise and entity-level filings, extension management and the deadline calendar that keeps them from sneaking up.
IRS representationNotices, examinations, collection matters and back taxes, handled directly with the IRS by an Enrolled Agent so you are not the one on hold.
Tax preparation is not offered as a standalone filing service. It is delivered inside an ongoing package, because a return prepared without current books and mid-year planning is just a very expensive data-entry exercise. See the Total Harmony Package for how it fits together.
Who this is for
If any of these describe your year, this is the service
You do not need a complicated practice to need real tax work. You need income that moves, deductions worth defending, and a deadline calendar nobody is currently watching.
Solo therapists in private practice
Group practice owners
Psychiatrists & nurse practitioners
Newly formed PLLCs and S-corps
Clinicians licensed in more than one state
Practices with rental or clinic property
Anyone carrying an IRS notice around
Owners who also sell courses or programs
How it works
Three steps from where you are to a planned year
Build the year's plan
Quarterly estimate schedule, a projection you can plan cash around, a written list of deductions to track properly, and any structural change worth making. You get the calendar of every deadline that applies to you.
File, then keep going
Returns prepared and e-filed through the secure portal, with the autumn planning call already booked for next year. Filing becomes the last step of a plan rather than the first time anyone looks.
Questions, answered
Tax prep & planning, specifically
Can I hire you only to prepare my tax return?
Tax preparation is not sold on its own. Returns are prepared as part of an ongoing package, because a return is only as good as the bookkeeping behind it and the planning that happened during the year. If what you actually want is a one-time answer rather than a filing, a consultation starting at $75 is the right fit, and if you want the whole year handled, look at the Total Harmony Package.
How do you set my quarterly estimated tax payments?
From your actual year-to-date profit, not last year's return. We look at current income, expenses already recorded, your entity type, any W-2 withholding elsewhere in the household and your state's rules, then give you a number and a due date for each quarter. If your income shifts mid-year (a caseload change, a new contract, a slow summer) the estimate gets revised rather than left to guesswork. You can also sanity-check yourself between calls with the free tax calculators.
Which deductions do mental health practices most often miss?
The recurring ones: home office where part of a home is used regularly and exclusively for the practice; mileage between work locations; clinical supervision and consultation groups; licensure, certification and CEU costs; professional liability insurance; EHR, scheduling and telehealth subscriptions; and the legitimate business portion of conference travel. Each has real rules attached, which is why documentation matters as much as the deduction. The free e-book 12 Overlooked Tax Write-Offs walks through the most commonly missed ones.
Can you handle an IRS notice or an audit?
Yes. Safietou D. Russell is an Enrolled Agent, which means she is admitted to practice before the IRS and can represent you directly on notices, examinations, collection matters and back taxes in any state. Bring the letter to a consultation before you respond to it, most notices have a response window, and what you say first matters.
What about state and multi-state filings?
They are part of the work. Teletherapy across state lines, a clinician living in one state while the practice is registered in another, PSYPACT or compact licensure, or a move mid-year can all create additional filing obligations. We identify which states you genuinely have to file in, not every state you saw a client from, and prepare those returns alongside the federal filing.
When should tax planning actually happen?
During the year, not in April. Retirement contributions, equipment timing, entity elections, owner salary adjustments and charitable planning all carry deadlines on or before December 31. By the time a return is being prepared, the year is closed and the only remaining job is reporting it accurately. That is why every engagement here includes an autumn planning conversation while the levers still work.