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Episode 191: What Your Tax Accountant Wishes You Knew episode artwork

EPISODE · Nov 7, 2025 · 29 MIN

Episode 191: What Your Tax Accountant Wishes You Knew

from Therapy For Your Money · host Julie Herres

Taxes can feel overwhelming, but you don’t have to figure it out alone! In this episode, I’m joined by two of GreenOak’s tax wizards, Morgan and Linda, for an honest, friendly conversation about the tax questions we hear most from practice owners. We’re talking real-life scenarios, the little things that trip people up (and how to avoid them), and why you really shouldn’t take tax advice from Facebook groups or TikTok. We want you to feel a little more confident—one step at a time. Whether you’re still figuring out your business entity, not sure about “finding deductions,” or just want to keep things simple, you’ll leave this episode feeling empowered and maybe even a little relieved. Bring your coffee (and your questions) and let’s dive in! Links and Resources Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startup GreenOak Accounting - www.GreenOakAccounting.com Therapy For Your Money Podcast - www.TherapyForYourMoney.com Profit First for Therapists - www.ProfitFirstForTherapists.com Profit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation Studio

Episode metadata supplied by the publisher feed · Published Nov 7, 2025

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Taxes can feel overwhelming, but you don’t have to figure it out alone! In this episode, I’m joined by two of GreenOak’s tax wizards, Morgan and Linda, for an honest, friendly conversation about the tax questions we hear most from practice owners. We’re talking real-life scenarios, the little things that trip people up (and how to avoid them), and why you really shouldn’t take tax advice from Facebook groups or TikTok. We want you to feel a little more confident—one step at a time. Whether yo...

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Episode 191: What Your Tax Accountant Wishes You Knew

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