Tax season survival kit
Tax season brings a lot of questions, especially for therapists whose income, business structure, or filing needs don’t fit neatly into one box.
Join Heard for a live Ask Me Anything (AMA) designed to bring clarity to the most common and most confusing tax topics therapists are navigating right now.
In this session, Andrew, Co-Founder & CEO of Heard, and Forrest, Partnerships Leader, will answer real questions from therapists and break down what actually matters as you prepare, file, and plan ahead.
This conversation is practical, straightforward, and grounded in real-life scenarios, not tax jargon.
We will covering topics such as:
Pay the Right Amount: Quarterly Estimated Taxes (QTEs) & Multi-State Rules
The Most Common Tax Deductions Therapists Ask About
LLC, PLLC, Professional Corporation, or S Corp: What Actually Changes at Tax Time
If This Wasn’t a “Normal” Tax Year: First Year, Losses, and Mixed Income
You’re Not Behind: How to Recover from Common Tax Missteps
ICYMI on 1/14/26 Heard presented Tax Season Survival Kit - Now available On Demand
