Tax season survival kit

Published January 20, 2026

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Watch this exclusive event with Heard, the tax and accounting experts for therapists. You’ll walk away with the knowledge to:

  • Understand which tax forms matter for you — whether you get 1099s, W-2s, or file as a business.

  • Know the key tax deadlines for 2025 and what you need to file on time.

  • Get your 2025 books in order by organizing receipts and checking your records so you’re ready to go.

  • Learn how quarterly tax payments work and how to avoid penalties, even if your income changes month to month.

  • Spot common mistakes (like missing deductions or filing late) and how to avoid them.

  • Explore your options for filing — on your own, with a CPA, or through an online platform — and pick what works best for you.

  • Know what happens after you file: how to track your return, handle what you owe, and plan ahead for next year.

Heard Co-Founder & CEO, Andrew, and Partnerships Leader, Forrest, have helped thousands of providers build stronger financial foundations. Andrew's firsthand insight from his partner, a clinical psychologist, gives him a unique perspective on the challenges you face.

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