Accounting For Wellness

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Accounting For Wellness

Bookkeeping and tax services for the modern wellness entrepreneur

01/13/2026

Make tax season a little bit easier by avoiding these three common mistakes:
1️⃣ Catching up on months of bookkeeping at the last minute.
2️⃣ Not keeping business and personal spending separate.
3️⃣ Ignoring estimated taxes until it’s too late.

This December, set yourself up for a calm tax season and send us a DM if you need help!

01/06/2026

So many wellness entrepreneurs think bookkeeping is something to “get through.” We view it as a form of self-care.

Clear books give you:
✨ Confidence
✨ Peace of mind
✨ A plan for taxes
✨ Space to focus on healing, coaching, or client work

We’re here to lighten the load. DM us to bring clarity back to your business!

12/22/2025

Your 2026 tax deadlines are closer than they look!
📌 March 16 — S-Corporations & Multi-Member Partnership business tax returns
📌 April 15 — Individual tax returns including Sole Proprietorships and Single-Member LLC’s

If your bookkeeping isn’t up to date, tax prep becomes harder. December is the perfect time to get aligned and organized before tax season arrives!

Want hands-off bookkeeping or tax prep done for you? Let’s get you ready before the rush.

12/18/2025

December is the perfect time for a financial reset 😌

Your books deserve the same care you provide to your clients. A few year-end steps can make tax season feel lighter and run more smoothly.

Send a DM and let's organize your books for a stress-free tax filing experience 💬

11/26/2025

Interested in learning more about how taxes affect you as a self-employed wellness professional? Don’t forget to save your spot in this FREE virtual event by sending your RSVP to jessebarthcpa@gmail.com! 📅

11/20/2025

📢 Attention therapists & wellness practitioners: if you’ve ever wondered “is my business set up the right way” or “how do I pay myself” – this is for YOU! 🧘‍♀️

Join me for a FREE virtual event on Tuesday, December 2nd from 8-930pm EST to learn the business fundamentals wellness practitioners need to know in order to thrive! 📅

11/18/2025

Important 1099-NEC Update for Wellness Professionals!

Heads up! The IRS has raised the 1099-NEC and 1099-Misc reporting threshold.
Here’s what you need to know:

➡️ For 2025:
You still need to file a 1099-NEC for any contractor you’ve paid $600 or more or 1099-Misc for office rent.

➡️ Starting in 2026:
The threshold increases to $2,000, meaning you won’t need to file a 1099 unless the total payments hit that new mark for each contractor.

This change is a win for small business owners, but it’s still crucial to track all payments now so you’re ready when tax season rolls around. Be prepared, stay ahead of the game.

💡 Tip: Keep collecting W-9s from your contractors regardless of the amount so you're covered just in case

💡 BONUS Tip: Have your contractors submit their completed W-9 before you make the first payment to them, this way you won’t need to chase down anyone for their information and rush to file the 1099 before the deadline!

11/11/2025

How to Pay Yourself as a Therapist

Whether you're running solo or have a team, how you pull money out of your practice depends on how your business is set up:

➡️ Sole Proprietor (no formal entity established):
You can’t pay yourself a deductible salary. Instead, take Owner Draws - direct transfers from the business to you.

➡️ Single-Member LLC or PLLC:
Same deal - Owner Draws only, not payroll.

➡️ Multi-Member Partnership:
Use Guaranteed Payments based on the services you provide to the business (e.g. # of sessions x billable rate).

➡️ S-Corporation:
Set up payroll and pay yourself a reasonable salary (talk to your tax pro for guidance). You’ll receive a W-2, and can also take Shareholder Distributions to supplement your wages.

💡 How you pay yourself affects your taxes and financial strategy. Make sure you're set up right!

11/04/2025

Pumpkin Spice & Profit Margins

Pumpkin spice season is here… but are your profit margins just as cozy?

Let’s make sure your finances feel like a warm hug. 📈🍁☕

Review your numbers, realign your pricing, and make Q4 your coziest yet (financially speaking).

10/28/2025

👻 Don’t let your finances haunt you this spooky season!

Are last year’s receipts still lurking in your inbox? It’s time to exorcise those transactions and bring clarity back to your books.

Let’s tackle that financial ghost story together - DM me for stress-free bookkeeping!

10/21/2025

🧾 Why Bookkeeping is Like Clinical Notes

Done regularly = Smooth. Accurate. Aligned.

Done once a year = Total chaos 😅

Just like your clients rely on consistency in care, your business relies on consistency in your books.

10/15/2025

📅 Due Today: Individual Tax Returns on Extension

🧘‍♀️✨ Deep breath…It's not too late.

If you filed for an extension earlier this year, now’s the time to hit “submit” on that 1040.

Need a hand filing last minute? Still have questions? I’m just a DM away.

Because peace of mind > penalties.

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New York, NY

Website

http://accountingforwellness.com/

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Magnus Wellness
16 E 40th Street, Fl 4

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