HeardReviews of joinheard.com

Don't do it. I stuck with them for over 2 years hoping it would get better but it did not. They are an absolute mess and if you get your taxes done, on time, without mistakes, you are one of the lucky ones. Terrible at communication and made finances/taxes way more stressful.

Quality of customer service, great communication and fast turnaround times with responding to questions.

The company claims to provide expert help for therapists, but that could not be further from the truth. The assistance you actually receive is minimal and not from qualified experts. They outsource tax services to a company that has no idea what they are doing with business tax returns. We had to argue with our tax preparer about things that were clearly written on the tax forms. If the tax preparer can’t read the form how are they considered experts on taxes for therapy practices? The entire thing is a giant bait and switch, aka a scam.

I've been a Heard customer for a little over two tax seasons and I am honestly considering another option. While my books seem accurate and the interface is mostly intuitive, I have been disappointed in the lack of personalized feedback. This is especially a bummer since there was a more personal touch when I first joined. It wasn't much, but I felt better touching base with a lead accountant quarterly and it helped me set reasonable goals for my business. One thing I have been disappointed with for over a year is that annual taxes are not done by Heard accountants, but are farmed out to 3rd party firms. I would feel more comfortable knowing that my records are secure in one place and used by one organization. It's another way that the service feels depersonalized. Lately, most of the interactions I have had via the Conversations feature have been a canned response saying, "I'm passing this along to the [payroll, tax, bookkeeping] team momentarily. You should hear back from them soon." Often it takes several days to get a response and sometimes the response is another deferral. I have two examples of this from the past two weeks: 1. Most recently, I pointed out that my quarterly tax estimates were saying they would be ready within 90 minutes, but this message had been posted for a number of days. Again, no answer yet because it was deferred to another team. It is now about a week before I have to pay the IRS and my state and I still don't have a clue what I am supposed to pay for Q1 estimates or my individual annual taxes. I filed an extension, but I know from past experiences that you still have to make payments on tax day. 2. I asked about checking in with the "reasonable salary" amount for my S-Corp as I figured out that the salaried amount would equate to less than the minimum wage in my area and that didn't seem very reasonable to me. After being deferred to the payroll team, I was told that I could raise it substantially. When I asked if I could afford the amount in terms of my cash flow, Heard referred me to the payroll provider to discuss the reason for the amount suggested. Why doesn't my bookkeeper and accountant know how much I can afford? I think that is a minimum expectation for this type of service! Like other reviewers, I felt coerced into setting up an S-Corp last year. I am uncertain if this has really provided any tax savings (see above where I do not know what I owe yet). However, I am certain that I have had more financial headaches on a personal and business level since I opted to do so. In closing, I had written this as a 3 star review, but upon looking at my complaints, I feel my experience is definitely below average. Besides that, Heard is more expensive than my last accountant and bookkeeper.

I recently signed up with Heard and attended an onboarding session. I was impressed that it was lead by a therapist! He spoke in plain language; you didn't have to be an accountant or IT person to understand. I have been trying to keep my books with Quickbooks, but have been frustrated and confused. I am excited to get my books in order with Heard so I can focus on being a therapist.

Heard has been great for me as a mental health counselor. They take the pressure off of bookkeeping and provide quarterly tax estimates. I really enjoy the fact they complete annual taxes for you as well. Even if you have another W2 position.

Heard takes away the annoyance of daily bookkeeping. They are very responsive to questions and working with Heard has been the best thing for me to do with my solo practice. I'm so grateful for Heard and don't plan on ever leaving them!

Heard is a great service to keep track of your Therapy income and expenses and to help you stay on top of paying your quarterly taxes as well as having them prepare and submitting your annual tax returns.