Enrolled Agent — Federal IRS Authority
For therapy practice owners who are done being a once-a-year client

Your accountant exists in April. The other 11 months? Good luck.

You know the routine.

You email them a question in July. You wait a few days. Maybe a week. You start wondering if they're okay. They're fine. They're just not really available until tax season rolls back around.

And somehow this became normal.

Every therapy practice owner we've ever talked to has the same accountant. Different name, same person. Shows up in April, files the return, disappears like a witness in a mob movie. You get a bill. You pay it. See you next year.

Meanwhile your books are a mess, your quarterly estimates are a guess, and the S-corp question that three different colleagues have brought up is still floating around in the back of your head unanswered.

We're not that accountant.
We're also not your cheapest option — and we say that proudly.

Book a Free 30-Minute Call See Transparent Pricing

No invoice for the call. No disappearing act afterward.

Enrolled Agent · Federal IRS License
Both Tax Returns — Every Plan
We Answer the Phone
All 50 States
The Core Accounting Difference
What you get that your current accountant probably isn't giving you.
13+
Years working exclusively with mental health practice owners. Not general small businesses. Not everyone.
2
Tax returns included at every tier — your 1120-S business return and your 1040 personal return. Most firms charge extra for the personal return.
$0
To file your S-corp election (Form 2553) at onboarding — if the math says it makes sense for your practice.
11
Months of the year your accountant should actually exist. Not just April.
EA — Federal IRS License
Both Tax Returns Included
Mental Health Practices Only
Transparent Pricing — Published
Fully Virtual · All 50 States
Let's name the actual problem

The accountant who only works in April has a name for you.

A client.

Specifically, an annual client. The kind where they do the work once, bill you, and the relationship mostly exists on paper until February when the reminder emails start showing up asking for your documents.

You're not a priority. You're a tax return.

Here's what that actually costs you — and we're not talking about overpaying the IRS, though that happens too.

You make decent money. But you don't know if you're actually profitable after taxes. You're not sure exactly how much to set aside each quarter. You've heard S-corps mentioned enough times that it's starting to feel like everyone else is in on something you're not. And the person who is supposed to be answering these questions is essentially unreachable until March.

That's the real cost. Not the tax bill. The 11 months of flying blind.

Book a Free Strategy Call

"I have money in my account. I just don't know if it's mine or the IRS's."

— Almost every therapy practice owner we talk to
  • "My accountant filed my return and I haven't heard from them since April."
  • "I stopped asking questions because every question came with an invoice."
  • "Everyone says I should look at S-corps. My accountant has never mentioned it."
  • "I've been in private practice three years and I still don't fully understand my own numbers."
  • "I had a great month. I think. My books haven't been touched since August."

Sound familiar? This is exactly who we built this firm for — therapy practice owners who deserve an accountant that actually shows up.

A story worth reading before you sign up for anything

She paid $2,000 for accounting software. They wouldn't file her taxes when she tried to leave.

A therapist found a service built specifically for practices like hers. Software, bookkeeping, quarterly tax reminders, and annual filing — all in one platform. Designed for therapists. Reasonably priced. She signed up.

Went fine for about eight months.

Then December came and she decided the service wasn't worth renewing. She emailed to cancel. They told her that if she didn't keep paying, they wouldn't complete her tax return. They weren't entirely sure how many more months that would take. When she asked to speak with someone on the phone, she found out they don't take phone calls.

Two thousand dollars. Return not filed. No phone number. A messaging portal with 24 to 48 hour response times.

She went looking for someone who would actually pick up.

Here's the thing about software built for therapists: it can categorize your transactions. It can remind you when things are due. It can make you feel like you have your finances handled.

What it cannot do — what no software can do — is pick up the phone when the IRS sends you a letter. That requires a federally licensed human being. Specifically an Enrolled Agent with unlimited IRS practice rights.

Which is what we have. Which is what they don't.

We're not the software option. We're the accountant option. The difference isn't just price — it's who you can actually reach when something goes sideways.

Software vs. EA — The Full Breakdown →

When something goes wrong with your taxes

Software
Cannot represent you. No IRS authority. Forwards you to a third party.
Core (EA)
Barry walks in with you. Federal authority. All 50 states.

When you have a question in July

Software
Messaging portal. 24–48 hours. No phone.
Core (EA)
Your accountant. Phone or Karbon. Tier-based response time.

After your return is filed

Software
See you next year. Maybe.
Core (EA)
Monthly books. Quarterly estimates. Advisory calls on schedule.

S-corp analysis for your practice

Software
General guidance. No personalized math.
Core (EA)
We run the numbers for your practice. If it makes sense, we file Form 2553 free.
The credential nobody talks about

Enrolled Agent. Not CPA. The difference matters more than you'd think.

An Enrolled Agent is federally licensed by the IRS with unlimited practice rights in all 50 states. A CPA is state-licensed. When the IRS sends you a letter — and it happens to good people with great accountants — you want the person who can walk in the room with you. That's an EA. That's us.

What most therapy practice owners have
Available April–April 15th. After that, good luck leaving a voicemail.
Quarterly estimates are a safe harbor guess. Not your actual situation.
S-corp? Never came up. Might have saved you $10,000. Still never came up.
IRS letter arrives. Your CPA sends you to someone else. Or charges you $400/hour to figure it out.
Personal return is an add-on. You find out the bill after the filing.
Core Accounting Group (EA)
Here all 12 months. Monthly books. Quarterly estimates. Advisory calls. You stop being a once-a-year client.
Actual projected estimates based on your real QBO data (Thrive & Strategic). Not just a safe harbor formula.
S-corp analysis at onboarding. We run the math. If it makes sense for your revenue level, Form 2553 is filed free. If it doesn't, we tell you why and when to revisit it.
Federal IRS representation. Barry holds an EA license with unlimited practice rights in all 50 states. He can represent you directly — no referral, no extra billing, no panic.
Both tax returns included. Your 1120-S business return and your 1040 personal return. Every plan. Not an add-on you find out about in March.
What we actually do

Everything your practice needs. Nothing you don't.

We don't serve landscapers, restaurants, or e-commerce. Every client we work with runs a therapy practice. That means every strategy, every tax decision, and every advisory conversation is built around how your business actually works.

Monthly Bookkeeping

Weekly categorization. Monthly reconciliation. Financial statements delivered on time — not whenever we get to it. You see clean numbers every month, not once a year at tax time when it's too late to do anything about them.

Learn more

Tax Planning & S-Corp Strategy

We run the S-corp math for every practice we work with. At your revenue level, electing S-corp could save you $8,000 to $15,000 in self-employment tax — or it might not be worth the paperwork yet. We tell you which. Then we handle it. Form 2553 is free at onboarding if it makes sense.

Learn more

Quarterly Estimated Taxes

We calculate what you actually owe. You approve it. You pay it. The IRS deadline doesn't show up as a surprise anymore.

Both Tax Returns Included

Your 1120-S business return and 1040 personal return. Every plan. Up to two state returns. One flat rate covers everything.

Payroll for Therapy Practices

S-corp owners are legally required to pay themselves a reasonable W-2 salary. This is the number-one IRS audit trigger. We make sure yours is set up correctly.

IRS Problem Resolution

When the IRS sends a letter — and it happens to good people — Barry represents you directly. Federal authority. All 50 states. No referrals, no panic.

Exclusively mental health

We don't do everyone. Just you.

That specialization means we already know your expense structure, your EHR costs, your billing patterns, and the exact questions you're going to have when you hit $300K in revenue. We've answered them before. Multiple times.

Accounting for psychologists in private practice

Psychologists

S-corp strategy, bookkeeping, and tax returns for PhD and PsyD practices.

 Accounting for psychiatrists

Psychiatrists

MD and DO practices, including prescribing and therapy hybrid models.

 Accounting for counselors and social workers

Counselors & Social Workers

LPC, LCSW, LMHC — tax strategy built around your licensure and practice structure.

 Accounting for marriage and family therapists

Marriage & Family Therapists

LMFT accounting, quarterly taxes, and S-corp advisory for relationship-focused practices.
Transparent pricing — because "contact us" means something else

Proudly not your cheapest option.
Here's what that gets you.

Cheap is how you end up with the accountant who only exists in April. We charge what we charge because we're actually here — and because both your business return and your personal return are included in every plan, not billed separately in March when you least expect it.

Launch
$897/mo
Practices $150K–$500K revenue
Monthly bookkeeping (QBO) — up to 150 transactions
Form 1120-S business return included
Form 1040 personal return included
Up to 2 state returns included
Quarterly estimated taxes (safe harbor)
1 advisory meeting per year
Form 2553 S-Corp election — free at onboarding
Accountable Plan template — free
Response time: 5 business days · Email/Karbon
Book a Free Call
Thrive — Most Popular
$1,497/mo
Practices $500K–$1.5M revenue
Everything in Launch — up to 300 transactions
Actual projected quarterly estimates, not just safe harbor
S-corp owner salary optimization
Monthly financial review video (Loom walkthrough)
4 advisory meetings/year — quarterly Zoom
Phone access + Email/Karbon
IRS notice responses (returns we filed)
Reasonable Compensation Report — free ($997 value)
Response time: 3 business days
Book a Free Call
Strategic
$2,997/mo
Practices $1.5M–$5M revenue
Everything in Thrive — up to 500 transactions
12 advisory meetings/year — monthly Zoom
Key metrics vs. industry benchmarks
Financial statements by the 15th each month
Fastest response: 2 business days
Reasonable Compensation Report — free
Book a Free Call

All plans include Form 2553 S-Corp election filing and Accountable Plan template at no additional charge. Transaction overages billed at $1.50/transaction above the monthly cap. QBO subscription is paid directly to Intuit — not included in our fee. Tier selection is the client's choice — revenue ranges are guidance, not gates.

The people answering the phone

Real people. Real names.
Real accountability.

BR

Barry Roach Jr.

Enrolled Agent — Owner

Federally licensed by the IRS. 13+ years working exclusively with mental health practice owners. Coaches Little League. Believes you should be able to ask the dumb questions without getting an invoice for it. The "no suits" policy is his.

JC

Jim Coleman

Tax & Accounting

Tax and accounting lead. When he's not in the numbers, he's in the garden. Meticulous in the way that good accountants are — the kind where he finds the deduction you forgot you had.

MP

Morgan Potts

Bookkeeping & Client Services

Grew up in Stewartstown. Owns the monthly bookkeeping process and the onboarding workflow. The reason things don't fall through the cracks — and the person who notices when something is off before you do.

Questions we actually get

Things therapy practice owners ask before they hire us.

And a few things they wish they'd asked sooner.

An Enrolled Agent is federally licensed by the IRS with unlimited practice rights in all 50 states — meaning Barry can represent you in an IRS audit, appeal, or collection matter anywhere in the country, without restriction.

A CPA is state-licensed. Their representation rights before the IRS vary by state and situation. Most CPAs are excellent at preparing and filing returns. But if the IRS sends you a notice and you need someone to pick up the phone and talk to an agent on your behalf, EA authority is broader.

For therapy practice owners: if something goes sideways with the IRS, Barry handles it directly. That's not true of every accountant you could hire.

It depends on your net profit — and anyone who gives you a yes or no without running the numbers is guessing. The S-corp election generally makes financial sense once your therapy practice generates over $80,000–$100,000 in net profit per year.

Below that threshold, the administrative overhead — payroll filings, a separate business return, reasonable compensation calculations — often costs more than the self-employment tax you'd save.

We run this analysis for every client at onboarding. If the election makes sense, we file Form 2553 for free as part of your first month. If the math doesn't work yet, we tell you exactly why — and when to revisit it.

The common advice is 25–30% of income. That's a starting point, not an answer. Your actual number depends on your entity structure, your deductions, your filing status, your state, and whether you're paying yourself a W-2 salary through an S-corp.

Launch clients receive safe harbor calculations — the IRS-approved method that avoids underpayment penalties. Thrive and Strategic clients receive actual projected estimates based on their real QBO data each quarter, which is often more accurate and sometimes lower than safe harbor.

Quarterly payments are due April 15, June 15, September 15, and January 15. We send you the calculated amount before each deadline. You approve it. You pay it.

No. We serve mental health practice owners in all 50 states. We're based in Stewartstown, PA — about 15 minutes from York and 45 minutes from Baltimore — but the entire practice is virtual. All meetings happen via Zoom. Documents go through the TaxDome client portal.

Our Enrolled Agent licensure is federal, which means representation authority doesn't stop at the state line. Wherever you practice, we can work with you.

Heard is bookkeeping software. We're an accounting firm led by a federally licensed Enrolled Agent. That's not a knock on Heard — it's a description of what each is built to do.

Software can categorize transactions and send you reminders. It cannot represent you when the IRS sends a letter. It cannot advise your S-corp election with your actual numbers. It cannot pick up the phone. Heard's own public statements confirm they provide support via messaging, not phone calls, to keep costs down.

We cost more than Heard. We're a different category of service. If you want hands-off transaction categorization and you're early in your practice, Heard might be fine. If you want an accountant who's actually available and can handle everything your practice throws at you — including the IRS — that's us.

The strategy call

Book the call.
Or don't.
But you already know your accountant isn't calling you.

It's 30 minutes on Zoom. You tell us about your practice — your revenue, your entity structure, what your current accounting situation looks like, what's frustrating you.

We tell you honestly whether we're the right fit, what we'd do differently, and which tier makes sense for your situation. We tell you if we're not the right fit, too. Some practices aren't a good match for what we do, and we'd rather tell you that in a free call than in month three.

Most people show up with a list of questions they've been afraid to ask their current accountant. Ask them. That's what the call is for.

Book Your Free Strategy Call (717) 746-4450

No invoice for the call. No pressure. No disappearing after.

On the strategy call, we cover:
S-corp analysis for your specific revenue level
Tax savings you may be leaving on the table
Honest assessment of your current accounting setup
Which tier actually makes sense for your practice
Every question you've been afraid to ask
The free strategy call

Book the call. Or don't.
But you already know your accountant isn't calling you.

30 minutes on Zoom. You tell us about your practice — revenue, entity structure, what your accounting situation looks like, what's frustrating you. We tell you honestly whether we're the right fit, what we'd do differently, and which tier makes sense. We tell you if we're not the right fit, too.

Most people show up with a list of questions they've been afraid to ask their current accountant. Ask them. That's what the call is for.

No invoice for the call. No disappearing act afterward.

On the call, we cover:

S-corp analysis for your practice
Tax savings you may be leaving on the table
Honest look at your current setup
Which tier makes sense for your practice
Every question you've been afraid to ask