We help Social Workers and Therapists in Business keep more of their hard earned money with smart tax strategies. Say goodbye to overwhelm and hello to financial confidence so you can focus on what you do best while we handle the rest.
Chassidy Grady is a Licensed Clinical Social Worker and IRS Enrolled Agent with over a decade of experience in mental health. After years of clinical work, Chassidy transitioned into the Tax and Accounting industry to help Social Workers and Therapists be financially successful in business by keeping the IRS out of their pockets. As a two-time business owner, Chassidy understands the financial challenges faced by Social Workers and Therapists in Business.
Honored as the 2023 Trailblazer in the Tax Industry, 2023 Bookkeeper of the Year, 2024 Finance Expert of the Year, and 2025 Girl Boss Tax Preparer of the Year, she is committed to empowering mental health professionals with financial clarity and confidence. Through education and consulting, she addresses the critical lack of financial training in the mental health field. Using a Solution-Focused approach, Chassidy helps Social Workers and Therapists build a positive financial mindset and long-term business success through workshops, tax support services, and personalized guidance.
Join our community: Social Workers and Therapists In Business This is an exclusive community for Social Workers and Therapists who want to be financially successful in Business!
If you are just now starting your Practice or Business, which means you have not obtained your LLC/PLLC, you don't have a separate business bank account, or you don't know what to do, Lets get started Here!
If you need help with managing your business finances, understanding estimated taxes, and filing taxes, click get started to review your options.
Choose from DIY (Do-It-Yourself) to DFY (Done-For-You) Packages!
We can file your taxes if you are a service-based business owner including S-Corp, LLC/PLLC, independent contractors, sole proprietors AND individuals and families without businesses.
If you need to file prior year taxes, have IRS letters/notices, owe money to the IRS, we can complete an IRS Investigation for you to determine a course of action.
Book Chassidy for networking events, conferences, seminars, workshops, and/or masterclasses.