10% off for Passage Health customers

Tax filing and planning built for healthcare practices.

Healthcare practices save an average of $10,000 annually with year-round tax planning and filing from healthcare-focused tax professionals.

Questions? Book a 30-minute intro call.

As seen in

Get tax answers tailored to your practice, whenever you need them

How it works

We learn your practice's tax and entity setup

We review your business structure, reimbursement timing, and personal income so nothing important is missed.

Your team builds a proactive, healthcare-specific tax plan

We identify deductions, optimize your entity structure, and surface tax-saving opportunities specific to healthcare practices.

We support you year-round with filing, estimates, and ongoing guidance

Get proactive quarterly estimates, file with confidence, and message your team anytime with questions.

We learn your practice's tax and entity setup

We review your business structure, reimbursement timing, and personal income so nothing important is missed.

Traditional tax preparers:

Don't specialize in healthcare practices

Only work during tax season

Miss healthcare-specific deductions

Focus on filing, not year-round strategy

Tax filing & strategy for healthcare providers

Healthcare providers face unique tax challenges—from insurance reimbursement timing to entity structure. We specialize in solving them.

ABA Therapy & Behavioral Health Practices

Maximize healthcare-specific deductions, choose the right entity (LLC vs. S-corp), and plan around insurance reimbursement timing.

Multi-Location & Growing Practices

Optimize tax filing across locations and service lines, manage payroll tax strategies, and plan entity structure for tax-efficient growth.

ABA Therapy & Behavioral Health Practices

Maximize healthcare-specific deductions, choose the right entity (LLC vs. S-corp), and plan around insurance reimbursement timing.

Passage Health customers love their team

100% of Passage Health customers would recommend the service

"Clarified important information such as what year-end numbers should look like and how adjusting my salary can help reduce taxes."

– Leticia

"Clarified important information such as what year-end numbers should look like and how adjusting my salary can help reduce taxes."

– Leticia

"[My advisor] made finances seem MUCH less scary. I'm a clinician at heart, which makes the financial/tax side feel very overwhelming at times."

– Shelby

"[My advisor] made finances seem MUCH less scary. I'm a clinician at heart, which makes the financial/tax side feel very overwhelming at times."

– Shelby

"[They] translated complex accounting concepts into something I could actually understand."

– Theresa

"[They] translated complex accounting concepts into something I could actually understand."

– Theresa

You don't need to pay more for quality tax filing and strategy

10% off for Passage Health customers

Essential

Proactive tax planning with unlimited advisor support.

Personalized tax plan, continuously updated

Proactive tax strategy and guidance throughout the year

Unlimited async messaging with your advisor

Unlimited video calls, as needed

$240/mo$216/mo

billed quarterly

Premium

Tax planning plus personal tax filing for sole proprietors.

Everything in Essential, plus:

Personal tax filing (federal + state)

Schedule C included

W-2s and 1099s supported

Quarterly tax estimates

$300/mo$270/mo

billed quarterly

Complete

Full-service tax planning and filing for business owners with entity-level complexity.

Everything in Premium, plus:

Business tax filing (S-Corp, C-Corp, Partnerships)

S-corp election handled if appropriate

Support for up to 2 owners, multiple rentals, and K-1s

$470/mo$423/mo

billed quarterly

See exactly what's included in each package and add-on pricing View pricing guide

Frequently asked questions

Why is Passage Health partnering with Uprise?

Passage Health has partnered with Uprise to offer comprehensive tax filing and strategy tailored for ABA therapy providers and behavioral health practices. Your advisors are US-based healthcare practice tax specialists and Certified Financial Planners™, the highest qualification in financial planning. They're backed by proven results—Uprise already helps dozens of healthcare practices save an average of $10,000+ per entity annually through strategic tax planning and filing.

What can I expect from you?

Book a free 30-minute call with a Certified Financial Planner™ tax specialist here. From there, you'll be given a link to sign up for the platform. You'll answer a series of questions to make sure we understand your practice's tax situation and your personal financial situation. It's comprehensive but should only take 20 minutes. Your advisor will then craft a full tax strategy and financial plan for you with the aid of our system, which has the experience of thousands of healthcare practices like yours. You can message your advisor any time with tax questions, and they'll work with you to make sure your strategy is optimized. You'll have a dashboard to monitor your tax projections and progress toward your goals. At the same time, we'll be continually scanning for new tax-saving opportunities specific to healthcare practices—from entity structure optimization to healthcare-specific deductions around reimbursement timing. We can fully update your tax strategy any time you'd like. All plans include video calls, and Premium and Complete plans include full tax filing.

Do you serve people outside the US?

Sorry, we're only able to serve people within the U.S. at the moment.

How are you able to make this so affordable?

In short, technology! We're able to offer professional tax filing and strategy at a price that's more accessible by combining tax professionals and Certified Financial Planners™ with the best in AI and our database of tax rules and healthcare-specific deductions. Think of us like a tax professional backed by a massive database of all the deductions and strategies, but specifically for healthcare practices.

Who is this for?

We're great for ABA therapy providers, behavioral health practices, and other healthcare service providers with revenue—regardless of number of employees or incorporation status. We specialize in the unique tax challenges of healthcare practices, from insurance reimbursement timing to entity optimization and healthcare-specific deductions. We're not best for people who are still thinking of starting a practice but don't have any revenue yet (though we're cheering you on!).

How does the money-back guarantee work?

It's really simple. If you're not happy with what you get from us, you can get a full refund by emailing us within 30 days at hello@passagehealth.uprise.us.

Have any questions?

Book your 30-minute video call with an advisor and get them answered.

Passage Health Tax & Advisory by Uprise is a collaborative effort between Passage Health and Ontrail, Inc., doing business as "Uprise." This collaboration is not a legal entity and does not offer services itself. Passage Health is a co-branded initiative designed to provide financial planning services to consumers ("Users") through Uprise. Passage Health directs Users to the co-branded webpage where they can obtain financial planning and tax services from Uprise, but Passage Health does not participate in the creation of the financial plans or any of the ongoing services. Passage Health does not guarantee the accuracy or completeness of any financial plan created by Uprise.

Ontrail, Inc., doing business as "Uprise", is a corporation registered in Delaware, United States. All financial planning and tax services are exclusively offered through Uprise. The financial planning services offered by Uprise do not include advice regarding investing in securities. Uprise is affiliated with Uprise Advisers LLC, a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. However, Uprise Advisers LLC does not offer advisory services through Passage Health Tax & Advisory by Uprise. Any services offered by Uprise Advisers LLC are separate and apart from Uprise's services. Uprise Advisers LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

All testimonials on this website relate to Uprise, not Uprise Advisers or its services. The testimonials are non-compensated and present a conflict of interest, as the experiences described are not necessarily representative of all clients' experiences.

The information provided herein is not intended to offer investment, tax, or legal advice. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Images and photographs are included for the sole purpose of visually enhancing the website. None of the photographs are of current or former clients. They should not be construed as endorsements or testimonials from any of the persons in the photograph.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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