Private Practice Workshops

Chassidy Grady is a Tax Advisor who specializes in small business taxes for Service-Based Providers. She has earned the credential of being an Enrolled Agent, a Tax Advisor who is federally authorized to represent taxpayers before the IRS and have knowledge in individual and business tax returns. Her mission is to educate mental health providers who are new in their businesses get their businesses started, understand their tax situation, and help keep their finances organized. She understands that mental health professionals go to college to learn how to help their clients and patients but they are often not taught how to operate businesses.She herself is a Licensed Clinical Social Worker in the State of Texas and has worked in the mental health field for 8 years. She has worked in crisis counseling, school social work, hospital social work, and in insurance which connects her with mental health professionals from various backgrounds and they can feel confident in knowing that an ally can assist them with their tax and bookkeeping needs. She teaches her clients how to do their own bookkeeping when they are not yet ready to have monthly bookkeeping services. She also serves coaches and content creators and has experience working directly in those fields as well.