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MONEY FOR THERAPISTS:
ALL ABOUT TAXES

Better Understand Your Business and
Make Tax Season a Breeze

Do the words “taxes” and “IRS” send shivers down your spine? You’re not alone. For many therapists, managing taxes is one of the most daunting aspects of running a private practice. But it doesn’t have to be.

Imagine feeling confident and in control when it comes to your taxes, knowing exactly what to do and when to do it. Picture yourself focusing on what you do best—helping your clients—without the constant stress of tax season hanging over your head. This dream can become a reality with our course, Money for Therapists: All About Tax.

Truth: I’ve seen sooo many private practice owners make BIG tax mistakes (BIG = Expensive), and I’ve seen the same MISTAKES repeated over and over.


Building your own practice is a huge milestone, but it also comes with some not-so-fun business owner responsibilities—like managing taxes.

 

This course is designed to take the fear and confusion out of tax management, so you can focus on building a thriving practice without the constant worry of taxes looming in the background.

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AS FEATURED ON
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Hi, I’m  Julie Herres

Hi, I’m Julie Herres — accountant, CEO, host of the Therapy For Your Money podcast, and author of the Profit First for Therapists book. 
 

My company, GreenOak Accounting, works exclusively with therapist business owners across the United States. 
 

Over the past eight years, we’ve helped thousands of mental health professionals — just like you — use data-driven, proven strategies to build their businesses with clarity, confidence, and a lot less stress.
 

Now I'd love to help take the mystery out of how taxes work in your practice. 

Because let’s face it…

01.

You learned a LOT in grad school, but I'm willing to bet you learned almost nothing about being a business owner, and nothing about taxes

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02.

You have enough on your plate without needing to worry about receiving a huge, unexpected tax bill come year end (with late penalties — uh oh!) 

03.

You’re running a business, not a non-profit, and you need to understand your tax obligations so you can stay out of trouble

Money for Therapists: All About Taxes

I completely understand that you’re busy growing your business and serving clients, and that you do not have time to waste. 

This course provides the exact information you need to get the back end of your business set up RIGHT… so that you don’t make errors which could land you in hot water further down the line.

JUST $147

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What Other Therapists Are Saying..

Ethan J.

Great explanation on different entity types, forms, deadlines, and types of taxes. This was an easy concise course and well worth the time.

Yessica R.

The modules were short and to the point, clear, and had valuable information.

 

Garrison K.

The honest instruction and perspective of the lessons is what I liked the best. Very comprehensible and easy to learn given the style of teaching.

Here’s why you should listen to us…

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Since 2016, GreenOak Accounting has been the trusted, go-to authority for therapists who are running private practices across the USA.
 
Our team is made up of accountants and tax pros (including CPAs and EAs), who exclusively serve therapist business owners.
 
We also know that one in five new businesses fail in their first year and that 40% fail in their first three years (according to the U.S. Bureau of Labor Statistics).
 
We do not want YOUR new therapy practice to risk failing.
 

Instead, this program will teach you how to put in place the rock-solid financial foundations necessary for your new business to THRIVE. ​​

You don’t take chances or resort to guesswork when you care for your clients… 
 
So why would you resort to guesswork when it comes to taxes?
 

At GreenOak Accounting, we believe that therapists should never let a lack of formal business training hold them back from starting their own successful private practices.
 

That’s why this course will walk you through everything you need to know about taxes for your therapy practice, including which taxes you may need to pay, how to save for taxes, quarterly estimated tax and more! 
 

(No MBA necessary! 😅)​

Money for Therapists: All About Taxes

will walk you through all of the must-know information all private practice owners need to know about taxes. 


You’ll learn about:
  • Access to Our Tax Strategy Guide: Learn how to save for taxes, how much to set aside, and get clarity on what taxes you'll be responsible for as a business owner. Plus, tips on reducing your tax liability—legally!

  • Getting Tax-Season Ready: We’ll tackle the big questions, like what you need to do before tax season, what quarterly estimated taxes are, and how to prepare without feeling overwhelmed.

  • Understanding Your Tax Obligations: Demystify the types of taxes you'll need to manage and how to gather the right information about your income and expenses to make tax time a breeze.

  • Smart Tax Management: We’ll cover strategies for reducing your tax liability and ensuring you're not overpaying. We'll also give you practical tips on how to choose the right tax pro for you and your practice.

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Money for Therapists: All About Taxes isn’t just another course—it’s your roadmap to financial peace of mind. The stress of managing your taxes doesn’t have to hold you back from creating the practice of your dreams. With the right knowledge and tools, you can turn tax season from a source of anxiety into just another part of running a successful business.

 


Invest in yourself and your practice today. Let Money for Therapists: All About Taxes be your guide to mastering your taxes with confidence.


Enroll Now and take the first step toward a more secure and stress-free financial future.

Frequently Asked Questions:

Q: Who exactly is this program for?

 This course is specifically tailored for therapists who are either confused or overwhelmed by taxes and area ready to understand the basics. It's ideal for those in their first few of years of private practice.

Q: How long will I have access to the course, after I purchase it? 

You’ll have lifetime access to the course materials. (Meaning: as long as GreenOak Accounting is around, you’ll have full access to the program. And we’re not going anywhere!)

Q: Will this course help me if I'm just starting my group practice?

Absolutely! This course is specifically designed for therapists in the first 1-2 years of private practice or those who have been avoiding everything tax-related for a few years.

Q: I already have a practice. Can I still benefit from the course?

Definitely! The best time to tackle the financial side of your business is on the day you started it, the next best time is right now. This course will help you understand what taxes you're responsible for as a business owner, how to estimate how much you'll have to save for taxes and much more. 

​Q: I’m watching every penny I spend, can’t I just figure this out on my own? 

You might, but our goal for the course is to help you skip months (or years) of trial and error, or pricey 1-on-1 hours with your accountant. 

Q: Is there ongoing support after the course?

This course is 100% self-paced, so you can work through the lessons at a pace which suits you and refer back to them often. There is no 1:1 support provided in the course (although we do offer 1:1 guidance as part of some of our monthly accounting packages).

Q: What is your refund policy?

Due to the digital nature of this course, we have a strict no-refund policy.

Given that you’ve come all the way down here, let me speak candidly…


Your dream of running your own successful private therapy practice — which brings you reliable profit and deep job satisfaction — does NOT have to be an elusive pipe dream.
 

Money and finances also do NOT have to be stressors to you as a business owner.
 

Here at GreenOak Accounting, we’re ready to share with you the exact, proven steps that you can take for your new private practice to be consistently, sustainably profitable.
 

You work very hard to help your clients. Now it’s your turn to let someone else help YOU.
 

We’re here to step up to the plate and give your business the expert financial support it needs to flourish.

A final note from Julie…

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So much is happening in the world right now, and mental health professionals have never been more in demand.
 

Your work makes an incredible impact on your clients’ lives… and I believe that you deserve to focus on it, but also to switch off from it.
 

(I’m a mom to three kids — and three dogs! — so trust me when I say that work-life balance is important to me.)
 

Your evenings and weekends should NOT be consumed by constantly struggling with behind-the-scenes financial and business issues in your company.
 

Money for Therapists: Practice Startup is here to save you months (and even years) of trial and error, and to prevent you from making costly money mistakes.
 

If you’re ready to put everything in place so that your new private practice starts off in excellent financial health…
 

Join us by enrolling below!

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