About - ASSET ALLIES TAX

About Us

About Asset Allies Tax LLC

Virtual tax, accounting, and CFO support for ABA therapy providers and healthcare professionals.

Our Mission

Serving Compassionate Healthcare Heroes

We’re honored to support the people who change lives every day—ABA therapists and healthcare professionals who create hope for families. Your mission is sacred, and your time is valuable.

We bring the same care and precision to your financial foundation that you bring to your clients. With accurate accrual-based financials, proactive tax strategy, and clear, transparent guidance, we handle the complexity so you can stay focused on outcomes that matter—transforming lives.

We’re more than accountants—we’re allies. When your finances are clear and optimized, you can scale your impact and help more families thrive.

Performance

Achievements

Stories

Client Success Stories

A Personal Path to Healthcare Financial Excellence

My path to ABA wasn’t accidental—it was personal. After years building and managing complex financial systems at companies like CITI Financial, everything changed when autism touched my family. The therapists who helped my loved one weren’t just providers; they were angels whose compassion reshaped our lives.

EA — Enrolled Agents

IRS-licensed

Somewhere down the road, I met Kim Finger, who changed the direction of my firm. She opened my eyes to the unique financial challenges ABA practices face and how my expertise could make a real difference. This wasn’t coincidence—it was destiny. I’d always wanted to give back; I never imagined it would be in service of the very heroes who helped my family.

— QuickBooks ProAdvisor

Advanced Certified

That experience revealed a simple truth: ABA providers are exceptional at care—but often underserved when it comes to finance. Asset Allies was built to change that, empowering practices with the systems, clarity, and strategy they deserve

EA — Enrolled Agents

All 50 states

Core Values

Our Core Values

Integrity

We do the right thing—always. Honesty, transparency, and ethics are non-negotiable.

Expertise

We specialize in therapy and healthcare finance—ABA, psychology, speech, and OT. We understand your world and speak your language.

Clarity

Finance shouldn't be confusing. We explain complex topics in plain English so you always know where you stand—and where you're headed.

Partnership

We're true allies. Expect dependable support, proactive strategy, and peace of mind through every season of growth.

Compassion

You lead with heart. So do we. Empathy, patience, and genuine care shape how we serve you.

Our Team

Meet the Team

What ABA Practice Owners Say

Real results from real healthcare professionals who’ve transformed their practices with our specialized financial services.

— Rebecca

CEO & Enrolled Agent

Designs growth frameworks and advanced tax optimization so ABA practices can scale efficiently, profitably, and compliantly.

— Erica

Accountant

Builds robust reporting and delivers strategic analysis to drive informed, sustainable growth.

— Monica

Operations Manager

Leads seamless service delivery and client experience—every detail reflects our commitment to excellence and care.

— Jessica

Lead Bookkeeper

Specializes in reconciliation and AR workflows, matching deposits to service dates to safeguard accuracy and maintain healthy cash flow.

— Michele

Bookkeeper

Manages reconciliation and AR posting with precision, navigating complex healthcare payment processing to keep financial records accurate.

— Diana

Tax Preparer

Delivers precise, compliant tax preparation while serving as Executive Coordinator to the CEO—ensuring seamless operations across client service and leadership support.

Vision

Our Vision

To set the gold standard for healthcare financial intelligence—bringing Fortune 500–level insights to every ABA practice.

We envision a future where providers never have to choose between impact and stability. Where month-over-month analysis surfaces hidden opportunities, cash flow remains predictable despite insurance delays, and every decision is backed by data-driven clarity.

“When compassionate professionals have the financial clarity they deserve, they can scale their life-changing work without limits.”

Get In Touch

Take the Next Step

The Clock Is Ticking: What’s Your Practice Worth Today vs. What It Could Be Worth?

Every month you wait can mean $20K–$50K in lost tax savings, missed expansion opportunities, and reduced valuation.

Limited to 5 new clients monthly · Find $15K+ in tax savings

Asset Allies Tax