
ABOUT THERAPEUTIC TAX SOLUTIONS
Financial ADVISORS & ACCOUNTANTS for HVAC business growth
You don’t need another BOOKEEPER — you need a partner
Most HVAC business owners making 7- or 8-figures think they need a bookkeeper or a tax preparer.
What they really need is a partner who understands how their business runs - the trucks, the techs, the cash flow swings, and the seasonality that keeps everyone guessing.
And that’s exactly where we come in to help you plan ahead, protect profits, and grow your HVAC company with confidence.

WHO WE ARE
We’re Therapeutic Tax Solutions
An accounting and advisory firm built for HVAC business owners and trades businesses who are done winging it.
Our clients are hardworking, skilled, and deeply committed to their craft, but they’re tired of guessing where their money’s going or why their “profitable” business always feels broke.
We give you the clarity, systems, and partnership to see exactly what’s happening in your numbers so you can protect cash flow, plan ahead, and grow without second-guessing.
With bookkeeping, controllership, tax strategy, and financial advisory under one roof, we bring every piece of your financial picture together so you can finally make sense of it all.

How it all STARTED
Therapeutic Tax Solutions was founded by Alicia Bishop, an accountant with over a decade of experience serving small business owners nationwide.
Alicia started her career determined to help entrepreneurs who felt left in the dark by traditional accountants. Too many entrepreneurs were filing taxes once a year, panicking over surprise bills, behind on sending invoices, and hoping their spreadsheets added up.
“I wanted to create a firm that doesn’t just file forms, but helps people build something that lasts.”
— ALICIA BISHOP
Over time, Alicia saw a deeper need, especially in the trades.
HVAC business owners weren’t getting real financial guidance, just compliance. So she rebuilt her firm to change that.
What started as bookkeeping evolved into a full-service, advisory-first firm built specifically for HVAC and home service professionals.
Today, we serve clients across the U.S., helping them stop guessing, start planning, and finally get control of their numbers without losing control of their time.

What makes us DIFFERENT
Advisory-first, not compliance-first.
We don’t just record your numbers, we help you use them to make smarter, faster decisions.
Team-based service.
You’re never dependent on one person. Our team is cross-trained, systems-driven, and backed by internal checks, so your accounting runs smoothly without gaps or guesswork.
Built for HVAC and the trades.
We understand your margins, your crews, your busy seasons, and the unique financial swings that come with running a trades-based business.
Systems that simplify.
From onboarding to ongoing reporting, every process is built to make things seamless, secure, and stress-free.
OUR VALUES
Clarity over confusion
Because you deserve to understand your numbers, not just receive reports.
Partnership over transactions
We’re not here for one-time fixes. We build long-term, trust-based relationships that grow with your business.
Integrity always
We do things right the first time, even when no one’s looking.
Proactive, not reactive
We help you plan ahead, avoid surprises, and make confident moves all year long.
MEET THE TEAM
TOGETHER, WE’RE A SMALL BUT MIGHTY TEAM: PROFESSIONAL, PROACTIVE, AND PASSIONATE ABOUT HELPING HVAC BUSINESS OWNERS CREATE STABILITY AND SCALABILITY THROUGH FINANCIAL CLARITY.
Our team brings nearly five decades of combined accounting experience - and a deep understanding of the HVAC and trades industries we serve.
Alicia Bishop
-
Alicia founded Therapeutic Tax Solutions in 2017 to help business owners feel confident, not anxious, about their finances. She leads strategy and client experience with a balance of expertise and empathy.
She’s passionate about helping HVAC contractors translate their numbers into next steps and believes clarity is the most powerful growth tool a business can have.
Chad Bishop, EA
-
Chad is a licensed Enrolled Agent and the head of our Tax Department. With a background in Computer Engineering and nearly a decade as a Financial Manager, he specializes in tax strategy for HVAC contractors and multi-state businesses.
He’s a member of the National Association of Enrolled Agents (NAEA) and the North Carolina Society of Enrolled Agents, ensuring our firm stays on top of ever-changing tax laws and opportunities for our clients.
Megan
-
With over a decade of experience in financial management, data analysis, and operations, Megan is the backbone of our internal systems and client workflows.
She’s known for streamlining complex processes, optimizing reporting, and bringing structure to fast-moving environments, keeping every client engagement running smoothly.
Rebbecca
-
Rebbecca brings over 15 years of bookkeeping experience and a passion for helping business owners stay organized, informed, and empowered.
She holds an Associate of Applied Science in Accounting, is a Certified Bookkeeper (NACPB), a QuickBooks Online ProAdvisor, and Gusto Payroll Certified, combining precision with approachability to make financial clarity feel simple.
What our clients are saying

Let’s build something that lasts
YOU’VE WORKED TOO HARD TO KEEP GUESSING AT YOUR NUMBERS.
If you’re ready to run your HVAC business with clarity, confidence, and control alongside an HVAC accountant who’s invested in your success, we’d love to partner with you.