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Tired of tax season eating into your revenue? Running a wellness or therapy practice comes with unique tax challenges—insurance reimbursements, self-employment taxes, and everything in between. At Straight Talk CPAs, we help wellness professionals reduce their tax burden, maximize deductions, and keep more of what they earn with expert tax planning and tax advisory services.

Tax Planning for Wellness & Therapy Practices

Why Smart Tax Planning Matters for Wellness Professionals

Your practice isn’t like a typical business—your income may fluctuate, and if you offer telehealth, you could be dealing with multi-state tax laws. That’s why a one-size-fits-all tax plan won’t cut it. Here’s how we help:

Maximizing Deductions

From therapy equipment and office rent to continuing education and wellness certifications, we find every deduction you qualify for.

Choosing the Right Business Structure

Whether you’re a sole proprietor, LLC, or S-Corp, we guide you to the best setup for minimizing taxes.

Keeping Cash Flow Predictable

Our tax planning strategies, including estimated quarterly tax planning, help you avoid surprises.

Tax Advisory Services Built for Wellness & Therapy Businesses

We don’t just file taxes—we create a plan that supports your financial success year-round.

  • Year-Round Tax Planning: Get ahead of tax season with ongoing, proactive support.
  • Smart Self-Employment & Payroll Tax Strategies: Whether you’re a solo practitioner or running a growing clinic, we help you keep taxes in check.
  • Multi-State & Telehealth Compliance: Offering virtual therapy or wellness coaching? We make sure you stay compliant with state tax laws.
  • Unlocking Tax Credits & Incentives: From small business deductions to research and development credits, we help you take advantage of every opportunity.
  • Depreciation & Equipment Write-Offs: Claim tax benefits on therapy tools, office upgrades, and tech investments.

Tech-Driven, Stress-Free Tax Planning

Cutting your taxes with strategic tax planning doesn’t have to be a headache. We combine expert tax advisory services with powerful financial tools to make tax planning seamless:

Real-Time Tax Projections:  Know what you owe well before tax season arrives.

Automated Expense Tracking: No more hunting for receipts—our system helps capture every deductible expense.

Secure Digital Tax Filing: Submit your documents quickly and safely through our encrypted portal.

Why Wellness & Therapy Practices Trust Straight Talk CPAs

  • Industry-Specific Expertise: We understand the unique financial needs of wellness practitioners.
  • Custom Tax Strategies: No cookie-cutter plans—your tax strategy is built around your business model.
  • Proactive Financial Planning: We keep you ahead of deadlines, so there are no last-minute surprises.


Real Talk from Real Clients

"Straight Talk CPAs completely changed how I approach taxes for my wellness clinic. Their expertise saved me thousands and gave me peace of mind. Now I can focus on my clients instead of stressing over taxes!"
— Michelle Parker, Licensed Therapist


Take Control of Your Taxes Today

Stop overpaying and start optimizing your tax strategy. Let’s create a plan that helps your wellness or therapy practice keep more of its earnings. Contact us today to get started!

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