Preparing Counselors for 2025 Tax Season

Preparing Counselors for 2025 Tax Season

Dec 16, 2025 | 3-4 p.m. ET

The end of the year gets busy fast, and with the holidays around the corner, now is the perfect time to get a head start on preparing for tax season. 

If you’re unsure how to prepare for the 2025 tax season, join our live webinar on Dec.16, 2025, from 3-4 p.m. ET to get a head start on handling your taxes.

Speakers

Forrest Perry
Partnerships Lead, Heard

Forrest is a former CPA and graduated from Gonzaga University with an accounting and finance degree with Cum Laude honors. He joined Heard in June 2021 as the second employee due to his strong passion for mental health. While at Heard, he has consulted with thousands of counselors over the past three years and helped build out Heard's teams and processes for tax, accounting/bookkeeping operations, customer support, customer success, onboarding, and sales. He currently leads partnerships at Heard.

Andrew Riesen
Co-founder & CEO, Heard

Andrew Riesen is a mission-driven entrepreneur, financial accountant, and CEO of Heard, the financial back-office for counselors in private practice. Prior to Heard, Andrew worked at PWC, where he worked as a financial accountant, helped build an internal software incubator, and co-founded an affordable sales tax solution for small to medium-sized businesses. 

Morgan Fuentes
Accounting & Tax Support Specialist, Heard

Morgan Fuentes holds a bachelor’s degree in accounting and spent four years in public accounting, gaining experience in both tax and audit. Fuentes joined Heard nearly three years ago and has taken on a variety of roles since then.

More Information

Learn about what tax forms you’ll need, how to organize your finances before year-end, how to avoid IRS penalties and how to lower your tax bill. We’ll share the exact strategies we’ve used to prepare and file business and personal income tax returns for thousands of counselors. Our experts will also discuss common tax mistakes counselors make and how to avoid them. 

During the webinar, we’ll also provide a special promo code for 1 month free + 15% off annual Heard plans ($400+ savings). 

Cost

$0 – Complimentary for members and nonmembers.

This event will be recorded. If you can't make it live, sign up to get access to the recording! Please note that by registering for this webinar, you agree to receive communications from Heard and can unsubscribe at any time. 

Bought to you by Heard.
Heard empowers counselors as business owners with easy-to-use financial software and access to bookkeeping and tax professionals—so you can focus on helping your clients. 

Disclaimer: This content is sponsored by Heard. The views, information or opinions expressed are those of the sponsor and do not necessarily reflect those of the American Counseling Association. Appearance of this content does not constitute endorsement or recommendation by ACA.