The Therapist's 1099 Tax Guide

Who this guide is for

Independent therapists, counselors, psychologists, social workers, and telehealth practitioners.

What it helps you organize

• Reconcile private-pay, platform, and practice-group income
• Track office, telehealth, software, and payment-processing costs
• Organize licensing, supervision, insurance, and education expenses
• Separate client-care costs from personal spending
• Build monthly records that support year-end planning

The Made Easy approach

This guide turns a specialized tax topic into a clear recordkeeping workflow. It is designed to help you understand the documents you receive, know which records to keep, and arrive at filing time with fewer loose ends.

Use it as an educational companion throughout the year, then bring your organized records and specific questions to a qualified tax professional when your situation calls for personalized advice.