Time: 3-4 p.m. ET
The end of the year gets busy fast, and with the holidays around the corner, now is the perfect time to get a head start on preparing for tax season.?Unsure how to prepare? Join our live webinar, "Preparing Counselors for 2025 Tax Season," on December 16, 2025 from 3-4pm ET.?We'll share the exact strategies we've used to prepare and file business and personal income tax returns for thousands of counselors. Our experts will also discuss common tax mistakes counselors make and how to avoid them.?Learn about what tax forms you'll need, how to organize your finances before year-end, how to avoid IRS penalties, and how to lower your tax bill.?
During the webinar, we'll provide a promo code for 1 month free + 15% off annual Heard plans ($400+ savings). A recording will be available to all registrants.
Learning Objectives:
Participants will be able to:
- Identify the key 2025 tax forms and supporting documentation counselors typically need for business and personal returns and explain their purposes.
- Implement a year-end organization workflow (e.g., categorizing income/expenses, reconciling accounts, compiling 1099s/receipts) to streamline filing and reduce errors.
- Recognize common tax mistakes made by counselors and outline strategies to avoid IRS penalties and legally reduce overall tax liability.
CE: This webinar is informational and does not offer CE credit.
Disclaimer: (sponsored content): The views, information, or opinions expressed are those of the sponsor and do not necessarily reflect those of the American Counseling Association. Appearance of this content does not constitute endorsement or recommendation by ACA.
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Presenters:
Forrest Perry, Partnerships Lead at Heard
Forrest is a former CPA and graduated from Gonzaga University with an accounting and finance degree with Cum Laude honors. He started his professional career in Seattle, WA at PriceWaterhouseCoopers (PwC). At PwC, he worked in the public accounting/external audit department and served a variety of clients both in size and industry.??He joined Heard in June 2021 as the second employee due to his strong passion for mental health. While at Heard, he has consulted with thousands of counselors over the past three years and helped build out Heard's teams and processes for tax, accounting/bookkeeping operations, customer support, customer success, onboarding, and sales. He currently leads partnerships at Heard.
Andrew Riesen, Co-founder, CEO at Heard
Andrew Riesen is a mission-driven entrepreneur, financial accountant, and CEO of Heard, the financial back-office for counselors in private practice. Prior to Heard, Andrew worked at PWC, where he worked as a financial accountant, helped build an internal software incubator, and co-founded an affordable sales tax solution for small to medium-sized businesses.? ?When not supporting mental health professionals in private practice, Andrew can be found exploring the nooks and crannies of the Pacific Northwest trail-running, cycling, or snowboarding, or at home with his nose in a book or journal.
Morgan Fuentes, Accounting & Tax Support Specialist at Heard
Morgan Fuentes is an Accounting & Tax Support Specialist at Heard. Morgan holds a bachelor's degree in accounting and spent four years in public accounting, gaining experience in both tax and audit. Morgan joined Heard nearly three years ago and has taken on a variety of roles since.