Tax, accounting, and advising for psychologists, counselors, and therapists

Bookkeeping, tax return preparation, and year-round tax advice from enrolled agents and CPAs who work only with mental health and wellness practices. Plans start at $218 a month.

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Therapist taking notes during a session with a client
Psychologist talking with a client during a counseling session
Speech therapist working with a child at a table

300+ Practices Served

300+ Private Practices Served Across the US

CPA’s & EA’s

CPAs and IRS Enrolled Agents on staff

Done-For-You

Accounting done for you. Not another software you have to manage.

Accounting Services for Wellness Practices

Wellness Fi is a tax, accounting, and advisory firm that works only with mental health and wellness practices. Our enrolled agents, CPAs, and bookkeepers handle monthly bookkeeping, tax preparation, S-corp setup, and year-round tax planning for more than 300 therapists, psychologists, and counselors across the United States.

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Our Pricing

Flexible pricing & service options.

Foundations

starts at

$218

The Essentials

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  • Quarterly bookkeepings

  • Quarterly reports

  • Quarterly tax estimates

  • For low-volume practices

Most Popular

Full Service

starts at

$295/mo

Accounting & Advising

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  • Monthly bookkeeping

  • Monthly reports

  • Dedicated tax advisor

  • Bi-Annual tax strategy meetings

CFO+

starts at

$895/mo

Scalable solutions for teams

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  • Everything in full service +

  • Cash flow planning

  • Hiring & compensation modeling

  • Monthly CFO consults

Our Services For Wellness Practices

Our goal with every client: save you twice what our service costs each year.

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Bookkeeping

A dedicated bookkeeper reconciles your accounts monthly or quarterly and sends you clear reports. Your books stay tax-ready all year.

Bookkeeping
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Tax Preparation

Business and personal returns, federal and state. We file 1120-S, PLLC, partnership, and individual returns, including multi-state returns for telehealth practices.

Tax Preparation
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S-Corp Setup

We run the numbers to see if an S-corp saves you money. If it does, we file the election, set your reasonable salary, and put an accountable plan in place.

S-Corps
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Advisory

A dedicated tax advisor who plans with you all year: deductions, quarterly estimates, your S-corp salary, and two strategy meetings a year. Included in Full Service and CFO plans.

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Our Clients

Who We Work With

Solo practices

Private practice owners who want clean books and no surprises at tax time.

psychologists

Testing and assessment income, insurance panel payments, and the bookkeeping behind both.

physical therapists

Insurance and cash-pay revenue, clinic and equipment costs, and payroll for your therapists and aides.

counselors, mental health therapists, speech therapists, occupational therapists and physical therapists collage
group practices

Owners & 1099 clinicians, clinician pay splits, and profit per clinician and per location.

mental health therapists

Insurance panel and private-pay income, license and CEU costs, and quarterly taxes planned for you.

speech & Occupational therapists

Insurance, private-pay, and contract income, plus the supplies, mileage, and therapy tools that add up.

Types Of Practices We Work With

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Solo therapists and counselors

Accurate bookkeeping, clear reports, and tax advising for private practice owners.

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Psychologists

Accurate bookkeeping, monthly reporting, and tax advising for psychologists in private pay and insurance-based practices.

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Group & Growing Practices

Bookkeeping, payroll, and tax advising for group practices, including W-2 and 1099 clinicians and profit per clinician.

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Testimonials

Wellness Fi Client Testimonials

dr jo eckler wellness fi review

“The Wellness Fi team have been encouraging, patient, and generous with their time and knowledge. They have saved me time and money, and the anxiety of wondering if I was doing the financials right is gone.”

Dr. Jo Eckler

Austin, TX

“It initially looked like I was going to owe a ton in taxes, but they took the time to ask a lot of questions to ensure all tax reduction opportunities were checked. They significantly lowered my taxes!”

Meagan Read, LCSW

Austin, TX

Your Options

Our guides break down how we compare to Heard, Collective & Green Oak. We’re not the right fit for everyone & we’d rather tell you that up front.

honest comparison

Wellness Fi vs. Heard

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honest comparison

Wellness Fi vs. Green Oak

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honest comparison

Wellness Fi vs. Collective

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Meet Our Licensed Team

At Wellness Fi, you’re working with a team of licensed professionals that know your business, you & the accounting & tax compliance that matters most.

nicole brame, enrolled agent
nicole Brame, ea

IRS Enrolled Agent and Senior Advisor. 7+ years advising practice owners on tax savings.

Sarah Al Haffar, CPA
Sarah Al Haffar, CPA

15+ years in accounting, tax preparation, and tax advisory.

kathy presto, enrolled agent
Kathy Presto, EA

IRS Enrolled Agent. 9+ years in tax. Our California tax specialist.

More About Us

Spend More Time Doing What You Love

Contact Us

Who does Wellness Fi work with?

Therapists, psychologists, counselors, and other wellness practice owners. We work with solo practices and group practices.

How much does Wellness Fi cost?

Quarterly bookkeeping starts at $218 a month. Full-service plans with monthly books and a dedicated tax advisor start at $295 a month. Tax filing is an add-on to any plan.

Do you work with practices outside Texas?

Yes. We are based in Austin and serve practices across the United States, including multi-state and telehealth practices.

Do you handle both bookkeeping and taxes?

Yes. The same team keeps your books and files your returns, so your books are ready when tax season starts.

Who will I work with?

A dedicated bookkeeper, and on full-service plans, you’ll have contact with all of our senior tax advisors. Our advisors are CPAs and IRS Enrolled Agents.

How do I switch from my current accountant or software?

Book a consult. We collect your prior records, set up your books, and catch up any months that are behind.