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On-Demand

Preparing Therapists for 2025 Tax Season

Forrest Perry, Partnerships Lead at Heard
Andrew Riesen, CEO at Heard
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Information

Recorded

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Learning Objectives

Participants will be able to:

  • Identify and avoid common tax filing mistakes

  • Learn how to organize and prepare your financial records for tax season.

  • Understand key 2025 tax deadlines and filing requirements.

  • Know when and how to file for a tax extension.

  • Learn what to do after filing and how to plan ahead for next year.

Educational Goal

Prepare for the 2025 tax season

Description

TPN members save 20% on Heard [Tax Pros for Therapists] annual plans. Schedule a free consultation click here to learn more about how Heard can support your practice. April 15th is approaching quickly and we can help with both your business and personal taxes.

About Heard Heard empowers therapists as business owners with easy-to-use financial software and access to bookkeeping and tax professionals—so you can focus on helping your clients.

During the webinar we share the exact strategies we’ve used to prepare and file business and personal income tax returns for thousands of therapists. Our experts will also discuss common tax mistakes therapists make and how to avoid them. Learn about what tax forms you’ll need, how to organize your finances before year-end, how to avoid IRS penalties, and how to lower your tax bill.

Disclaimer: I acknowledge that by registering for this webinar, I am agreeing to receive communications from Heard and can unsubscribe at any time.

Presenters

Forrest Perry, Partnerships Lead at Heard
Forrest is a former CPA and graduated from Gonzaga University with an accounting and finance degree with Cum Laude honors. He started his professional career in Seattle, WA at PriceWaterhouseCoopers (PwC). At PwC, he worked in the public accounting/external audit department and served a variety of clients both in size and industry. He joined Heard in June 2021 as the second employee due to his strong passion for mental health. While at Heard, he has consulted with thousands of therapists over the past three years and helped build out Heard's teams and processes for tax, accounting/bookkeeping operations, customer support, customer success, onboarding, and sales. He currently leads partnerships at Heard.
Andrew Riesen, CEO at Heard
Andrew Riesen is a mission-driven entrepreneur, financial accountant, and CEO of Heard, the financial back-office for therapists in private practice. Prior to Heard, Andrew worked at PWC, where he worked as a financial accountant, helped build an internal software incubator, and co-founded an affordable sales tax solution for small to medium-sized businesses. When not supporting mental health professionals in private practice, Andrew can be found exploring the nooks and crannies of the Pacific Northwest trail-running, cycling, or

Financially Sponsored By

  • Heard