Strategic Financial Solutions for Health and Wellness Professionals
You work hard to grow your Physical Therapy business. But when tax season rolls around, you’re left wondering if you’re overpaying, missing deductions, or simply not managing your taxes as strategically as possible. On top of that, tax rules seem like a maze of confusion. With over 70,000 pages of tax code, who has time to figure it out when you’re running a business?
The truth is, every dollar spent on unnecessary taxes is a dollar you could’ve reinvested in your business, your clients, or even your personal goals. Without a clear, proactive plan, you may be leaving thousands on the table every year. It’s frustrating to see your hard work swallowed up by your biggest expense (TAXES) and it’s stressful not knowing if you’re truly making the most of every opportunity to save. You deserve better than cookie-cutter advice, or no advice at all from your tax professional.
The tax industry is facing a seismic shift. Studies predict that 75% of tax professionals will leave the profession in the next 10 years due to retirements, evolving regulations, and a shrinking pool of new talent entering the field. Protect Your Profits-Reserve Your CPA Now!
Stop Overpaying Taxes and Start Maximizing Your Profits
Benefits:
save money
less stress
proactive support
tailored solutions
together
Let's Work
For health & wellness professionals who need clean books, stress-free taxes, and peace of mind knowing they’re IRS-compliant.
For growing businesses that need expert bookkeeping and tax strategy to reduce tax liability and increase take-home profit.
For high-income professionals who want premium-level tax, bookkeeping, and financial strategy support to scale, invest, and build generational wealth.
What’s Included:
- Monthly bookkeeping & reconciliations
- Year-end tax return preparation & filing
- Basic tax deductions & compliance
- IRS-ready financial reports
Best for: Solopreneurs and small business owners who want a solid financial foundation without worrying about tax surprises.
Financial Clarity and Compliance
What’s Included:
- Everything in Foundation
- Strategic tax planning (quarterly reviews)
- Entity structure optimization (LLC vs. S-Corp)
- Proactive tax savings strategies tailored to your business
- Financial performance insights to improve cash flow
Best for: Business owners earning $150K+ who want to keep more of what they make and use tax planning as a growth tool.
Maximize Your Money
What’s Included:
- Everything in Growth & Profit
- Advanced tax & wealth planning strategies
- Real estate & investment tax guidance
- Retirement & wealth-building tax strategies
- CFO-level financial advisory & business strategy
Best for: Business owners earning $300K+ who want to go beyond tax savings—they want to build and protect long-term wealth.
Scale and Build Long-Term Wealth
There’ll be an Initial phone call to assess if we’re a good fit. If so, we’ll review your financial statements and prior tax returns. Then we’ll have a comprehensive consultation and provide personalized recommendations.
What’s the next step after booking a call?
?
Some results can be immediately tangible (e.g., tax savings) and other results might be long-term and intangible (e.g., better financial stability, peace of mind).
How long will it take to see results?
?
You can, but should you? Let us look through the 100’s of tax strategies and over 70,000 pages of tax code so you don’t have to. Wouldn’t you prefer to have expert guidance to maximize deductions you may not know about, save time and avoid costly mistakes.
Can’t I just do this myself?
?
We’re selective about who we work with so that we can provide tailored solutions. You’ll get high-touch service throughout the year to help address your challenges as they arise. We’ll meet monthly or quarterly depending on the plan you choose.
How I am different from other CPA's?
?
Tax planning and financial strategy are investments. You’ll save money in the long run and help avoid expensive mistakes by not missing deductions you were entitled to take. We also offer 3 levels of services for you to choose from.
Can I afford to work with a CPA right now?
?
Our services are designed to take the stress out of tax planning and financial management. We do the heavy lifting to allow you to focus on running your business. We can help you get and stay organized and guide you through the process.
