Heard Pricing: Fees, Scope and Quote Questions
Review Heard pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does Heard cost?
Annual-billing Lite plan: $129/month equivalent, billed $1,548 upfront per year.
This is a practice accounting subscription. Lite annual tax filing is advertised as a separate $750 add-on. Quarterly estimates and an annual income tax return are different deliverables.
Source review: October 8, 2026. Fees can change. This guide is published by AE Tax Advisors, a provider you may also be evaluating; it is not an independent rating or a quote from Heard.
Which engagement are you pricing?
Heard is included in this comparison for bookkeeping and tax support for therapists in private practice.
A relevant buyer profile: Therapists evaluating an industry-focused accounting service.
Your private practice has become a group practice and you need both reporting discipline and owner-level planning.
Ask which plan covers your entity type, clinician growth, payroll coordination, and tax filing.
Advisory deliverables and implementation
Bring prior returns, current financial statements, an entity chart, payroll information, state exposure, and a list of pending decisions. Separate analysis, written recommendations, implementation meetings, bookkeeping, filing, and notice support. Confirm whether the agreement is a project, recurring subscription, or annual renewal.
| Item | What to verify |
|---|---|
| First-year cost | Add setup, cleanup, analysis, mandatory companion services, implementation, and filing charges for the same period. |
| Ongoing cost | Confirm renewal, minimum commitment, cancellation notice, and any price changes tied to business growth. |
| Scope boundaries | Which changes in my practice require an updated engagement? |
| Responsibility | Who owns implementation after the recommendations are delivered? |
A quote request tailored to this decision
Use this as a starting point and send sensitive documents through the provider’s secure intake process:
I am evaluating Heard for bookkeeping and tax support for therapists in private practice. Your private practice has become a group practice and you need both reporting discipline and owner-level planning. Which changes in my practice require an updated engagement? Please separate initial analysis, implementation, recurring support, and filing. Specify the legal entities and tax years covered, exclusions, required companion services, payment dates, and renewal terms. Who owns implementation after the recommendations are delivered?
Compare Heard with AE Tax Advisors
Compare only the work both proposals actually contain. AE’s current published standard advisory fee is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation, and additional services are separately scoped. Confirm the current agreement before committing.
A lower filing or software price can be appropriate when that is all you need. A broader engagement can be appropriate when several professionals or workstreams must be coordinated. Neither price alone establishes quality, eligibility for a deduction, or guaranteed savings.
Review AE’s current fees and bring both proposals to a consultation to discuss scope and fit.
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