Ready to take your therapy practice to the next level?

This 10 question assessment will help identify specific steps you may need to streamline your business, maximize tax savings, and set yourself up for sustainable growth.

Answer honestly – there are no wrong answers, only insights that will guide your path forward.

This assessment is not intended to provide legal or specific tax advice. We recommend consulting with James Family Tax or a trusted tax professional before making any decisions related to an S-Corp election. a trusted tax professional before making any decisions related to an S-Corp election.

Are you a mental health professional or private practice owner? *

Yes

This quiz was designed with Therapists and Metal Health Professionals in mind.

However, Many of the concepts may still be relatable to other professions. Feel free to continue.

Business Structure

"Let's figure out what you're working with! Are you a sole proprietor, LLC, or maybe you're not entirely sure what you signed up for?

Does your practice have a formal structure? *

Single Member LLC or PLLC

Multi-Member LLC or PLLC

Corporation

No formal structure yet

Was your official business "set-up" formed within the last 3 years? *

Yes

Revenue & Profit

"Let's talk numbers! Don't worry – we're not asking you to share your deepest financial secrets with the world. We just need to see if your practice is making enough money to make Uncle Sam's extra paperwork worth your while.

Is your monthly revenue consistent? *

I do not know what to expect monthly

For the most part steady but not predictable

I know exactly what to expect

Are you expecting things to grow this year? *

Expecting to decrease from last year

About the same as last year

Actively working to grow my practice

Things are picking up and I am optimistic

Things are already on track for awesome growth!

Business Operations & Payroll

"Time to get real about the behind-the-scenes stuff! Running payroll might sound about as fun as watching paint dry, but it's actually the key to unlocking those sweet S-Corp tax savings.

Do you currently have employees? *

How comfortable are you with payroll responsibilities? *

What exactly does payroll involve?

Intimidated but willing to learn

Somewhat comfortable with basics

Very comfortable managing payroll

Already running payroll for employees

Administrative & Compliance Readiness

"Last but not least – let's see how ready you are to add a little more paperwork to your life. Are you ready to dive in or maybe a little organization is in order as a first step.

How organized are your current business records? *

Pretty chaotic – I'd need major cleanup

Basic organization but needs improvement

Well-organized with some gaps

Very organized and up-to-date

Professional bookkeeping already in place

How do you feel about additional tax filings and deadlines? *

Already overwhelmed with current requirements

Concerned but manageable with help

Neutral – part of doing business

Comfortable with additional complexity

Bring it on – I love tax strategy

What's your timeline for implementation? *

Need to decide by end of this year

Flexible timing, want to get it right

ASAP – want immediate tax savings

Planning for next tax year

Just exploring options

No pressure... but we would love to get to know you if we don't already. Provide your information, and we will share some of the other ways we serve our therapist and mental health community.

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Full Name

Phone

Results are just ahead! ⨠