

PREPARE FOR 2025
Presented by James Family Tax
Join us for an insightful webinar designed specifically for mental health practices that are new or mid-sized and preparing for the 2025 tax year. Richard James, an Enrolled Agent and founder of James Family Tax, will provide expert guidance on effective tax planning strategies tailored to the unique needs of mental health professionals.
In this 60-minute session, you’ll learn how to optimize your tax approach, ensure compliance, and maximize deductions that are often overlooked. Whether you are just starting out or managing a growing practice, understanding tax strategies can be a game-changer for your business’s financial health. Richard will cover key topics like entity selection, quarterly tax planning, and how to stay organized throughout the year.
Attendees will leave with actionable tips to reduce their tax burden and increase profitability. This webinar is a must for therapists, counselors, and practice owners who want to feel confident about their tax planning and focus more on client care, not IRS stress.
Don’t miss out on this opportunity to gain valuable knowledge and set your practice up for success in 2025!
We offer a variety of services catered specifically to serving our Mental Health Community

File your returns with confidence and know that we are committed to providing you with the best results possible with your tax return.

Be empowered with your business finances and celebrate your growth with regular reviews and touchpoints.

proactive planning and compliance to strategic advisory services, we leverage our deep knowledge and experience to ensure you're equipped with the most efficient tax strategies.
Richard James| Enrolled Agent & Owner of James Family Tax

"I strive to build strong relationships with our clients. It's about treating every client as a valued individual and understanding the uniqueness of each family and business I am privileged to work with. I enjoy working with small businesses to help ensure that they set themselves up for lasting success."