.png)
Therapy For Your Money
Welcome to Therapy for your Money, a podcast about all things money and finance for private practice owners! If you are ready to feel confident and in-control of your financial life, then you are in the right spot. Therapy for our Money is hosted by Julie Herres, the CEO and Founder of GreenOak Accounting. She and her firm specialize in working with private practice owners across the United States, and have assisted hundreds of private practices with increasing their financial stability and profitability. She is on a mission to share her best practices she's learned along the way through her successful career as an accountant, discusses financial topics with a wide variety of guests, and help her listeners make data driven decisions to help their businesses.
Therapy For Your Money
Episode 203: Common Tax Credits and Deductions for Practice Owners in 2026
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Common Tax Credits and Deductions for Practice Owners in 2026
Tax season doesn’t have to be a mystery, and you might be leaving money on the table without even realizing it. In this episode, Julie Herres sits down with Adam Rook from the GreenOak Accounting tax team to break down the most common tax credits and deductions practice owners may qualify for—both on the business and personal side. Whether you run a solo or group practice, you’ll walk away with clarity about the tax savings that could make a real difference for your bottom line.
3 Reasons to Listen
- Cut Through the Confusion: Learn the difference between tax credits and deductions—so you’ll understand exactly how each one impacts your taxes.
- Find Money-Saving Opportunities: Discover which credits and deductions are actually available (and common!) for private practice owners in 2026, and learn what to ask your tax preparer.
- Avoid Costly Mistakes: Get tips on documentation, common pitfalls, and why you should never take your tax advice from TikTok (really!).
Resources and Link
- GreenOak Accounting: greenoakaccounting.com – Book a free consultation or explore services for practice owners.
- 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, Audio Mixing, and YouTube Video Production by James Marland