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When tax season hits, a lot of PT practice owners aren’t worried about doing their taxes. They’re worried about what they don’t know and surprise tax bills and missed opportunities:

Are you paying more than you should? Is your entity set up correctly? Are you taking the right deductions (with the right documentation)?

The bigger issue is this: as your practice grows, complexity grows with it. And without a clear plan, taxes quietly become a drag on your profit and your options — hiring, investing in equipment, paying yourself well, and building a practice that supports your life.

That’s why my work starts with clarity, then moves to structure, profit protection, and growth — so your tax strategy supports the business you’re building, not just the return you’re filing.


You work hard to grow your Physical Therapy practice. Your numbers should feel just as strong.

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Let's Work

See exactly where your money is going and what your true profit looks like — with clean books, clear reporting, and visibility into tax exposure.

Intentional entity, compensation, and planning design that reduces unnecessary tax friction and supports how your practice actually operates.

Protect what you earn and allocate profit intentionally so hiring, expansion, and long-term wealth are supported by strategy, not guesswork.

With over 20 years of experience as a CPA, I’ve helped hundreds of businesses and high-net-worth individuals navigate taxes with clarity and confidence. Today, I bring that same strategic thinking to physical therapy practice owners—building tax-smart profit systems that are structured, steady, and tailored to how your practice actually operates. I love simplifying complexity, creating proactive plans, and helping clients keep more of what they earn so they can reinvest with intention and build long-term stability.

I'm Josette

Hello

-changing lives

When your finances are in order, you can focus on what you do best

-lisa t.

"I wasn’t sure if hiring a CPA was worth it, but Josette completely changed my mind. I assumed our CPA was handling everything correctly.She identified compensation adjustments and accountable plan opportunities.. We kept more cash in the business and now understand why we’re doing what we’re doing. It’s not just compliance. It’s strategy.”

-denise d.

"We were collecting well, but I had no idea if we were actually profitable. Tax season felt reactive. Josette reviewed our financials and identified structural changes, including a management structure and QBI optimization."

-jeffrey m.

"Josette helped me save over $20,000 on my taxes last year by identifying deductions I didn’t even know I was eligible for. With her guidance, I was able to give more to the causes I care about. Her expertise has made a meaningful difference in both my work and my ability to give back."

-Rhonda r.

"I had a 30 minute phone call with Josette and received more help from her than I received from my previous accountant over the past two years."

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