One monthly subscription. Two paths.

Monthly support built around where your practice is going.

Each plan is one monthly subscription that brings your bookkeeping, payroll, tax work, year-round guidance, and routine calls together. The difference is whether you are preparing for your first hire or already leading a team.

Preparing to grow

Solo Therapist

For solo practice owners who expect to add another clinician in the near future and want the right financial foundation in place first.

Owner-only payroll setup and administration support
Guidance for preparing to make your first hire
Accounting system setup and implementation
Bookkeeping and financial reporting
Business and individual tax support
Custom tax planning and implementation

Discuss the Solo Plan

For growing teams

Group Practice Owner

For group practice owners who want dependable financial operations and an advisor who can help them lead and grow with clarity.

Gusto setup, payroll-tax filings, and new-hire reporting support
Guidance on hiring and clinician compensation
Accounting system setup and implementation
Bookkeeping and financial reporting
Business and individual tax support
Custom tax planning and implementation

Discuss the Group Plan

Included in both monthly subscriptions

One team caring for the full financial picture.

Our work connects the health of the practice with the owner's personal tax picture, compensation, and the financial needs of their family.

Initial financial review call
S-Corporation tax return
Individual income tax return, including a spouse when applicable
Quarterly estimated tax calculations
State income tax nexus analysis
LLC annual reports and personal property tax returns
Tax education onboarding call
Custom tax-planning blueprint and implementation
Annual tax-planning calls
S-Corporation election and maintenance
Reasonable compensation report
Annual required documentation
IRS and state tax assistance
Unlimited TaxDome chat support
Unlimited Zoom and phone support

Routine messages and calls are included—there is no separate charge each time you need guidance. Owners enter variable hours and pay details and run each biweekly payroll in Gusto; Flax supports the setup, administration, and compliance process around it. Year-to-date bookkeeping cleanup is priced separately after we review the work involved. We look for practical tax-saving opportunities that can help offset the cost of your monthly subscription; actual savings depend on your individual circumstances.

Monthly support built around where your practice is going.

Solo Therapist

Group Practice Owner

One team caring for the full financial picture.

Build a financial foundation that supports your whole practice.