Live Webinar
Preparing Therapists for 2025 Tax Season
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Preparing Therapists for 2025 Tax Season
0.0 CE Hours
Introductory
$0
Information
Date & Time
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Google
Outlook.com
Yahoo
Learning Objectives
Participants will be able to:
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Identify and avoid common tax filing mistakes
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Learn how to organize and prepare your financial records for tax season.
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Understand key 2025 tax deadlines and filing requirements.
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Know when and how to file for a tax extension.
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Learn what to do after filing and how to plan ahead for next year.
Educational Goal
Prepare for the 2025 tax season
Description
The end of the year gets busy fast, and with the holidays around the corner, now is the perfect time to get a head start on preparing for tax season.
Unsure how to prepare? Join our live webinar, “Preparing Therapists for 2025 Tax Season,” on November 20, 2025 from 1-2pm ET.
We’ll 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.
During the webinar, we’ll provide a special promo code for 1 month free + 15% off annual Heard plans ($400+ savings).
This event will be recorded. If you can't make it live, sign up to get the recording.
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.
Disclaimer: I acknowledge that by registering for this webinar, I am agreeing to receive communications from Heard and can unsubscribe at any time.
Unsure how to prepare? Join our live webinar, “Preparing Therapists for 2025 Tax Season,” on November 20, 2025 from 1-2pm ET.
We’ll 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.
During the webinar, we’ll provide a special promo code for 1 month free + 15% off annual Heard plans ($400+ savings).
This event will be recorded. If you can't make it live, sign up to get the recording.
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.
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