Accounting For Wellness

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Accounting For Wellness

Bookkeeping and tax services for the modern wellness entrepreneur

02/10/2026

Bookkeeping and taxes aren’t separate tasks — they’re connected!

Up-to-date bookkeeping gives you real-time clarity around your income, expenses, and cash flow. That clarity allows tax preparation to be proactive rather than reactive, helping you plan for payments, avoid surprises, and help you make well-informed decisions throughout the year – like if you need to file an extension or not.

Knowing your critical deadlines and numbers before you file your tax returns takes the guesswork out of tax planning. When your bookkeeping and tax planning is aligned, tax season becomes predictable instead of overwhelming, giving your business the structure to grow.

Send us a DM to get started ✨

02/04/2026

Running a therapy or wellness practice in New York comes with legal, tax, and business responsibilities that most graduate programs never teach.

This training breaks down the core business fundamentals NY therapists and wellness professionals need to know so you can make informed decisions, avoid costly mistakes, and build a compliant, sustainable practice.

👉 Get instant access for just $97

https://www.accountingforwellness.com/store/p/business-fundamentals-wellness-professional-need-to-know

02/02/2026

If you’re planning to “deal with taxes in March”… you’re already behind.

Not because you’re failing. But because March is when everything hits at once:
• Missing documents you swear you had
• Rushed bookkeeping
• Avoidable penalties
• Filing anxiety
• Zero buffer time when something goes wrong

Starting now gives you space to clean things up calmly, catch issues early, and file without the chaos.
Want help getting ahead this year? I am here to support you with proactive tax prep and bookkeeping so March doesn’t turn into panic mode.

01/23/2026

📌 1099s are due January 31, 2026

If you paid contractors in 2025, this deadline applies to you.

Before you file, confirm:
🧾 Totals are accurate
📄 W-9s are on file
🏷️ Names, addresses, and EIN/SSN are correct

Mistakes here can mean penalties later 😬

DM me if you want help reviewing or filing.

01/20/2026

January can feel like a reset button ✨

Not because everything magically changes, but because you finally have space to look at things clearly.

When your finances are organized early in the year, the rest of tax season feels quieter. Decisions come easier. Deadlines don’t feel scary. You’re not reacting, you’re planning 🌿

If you want support building that foundation, I’m here!

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!

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New York, NY

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http://accountingforwellness.com/

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Magnus Wellness
16 E 40th Street, Fl 4

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