THINKING ABOUT STARTING AN OT PRIVATE PRACTICE?

A short checklist of what actually has to happen, in order to start seeing clients.

I'm a pediatric OT running a small private practice in California, vendored with my regional center for Early Start. Sometimes the biggest hurdle is knowing what you need to start seeing clients.

This is the simplified version of the path I took — sole proprietorship first, professional corporation later. It covers what to set up before you see a single client, what you can safely put off, and the handful of decisions that are expensive to undo.

Here's what you get:

The sole proprietor setup path, step by step
What changes when you form a professional corporation
The pieces most people skip: EIN, separate business account, a bookkeeper, a locked-down device
A naming trick that saves you a DBA filing
California-specific rules flagged where they differ from other states

FREE

After filling out the contact form you will also receive access to the other two free forms

The Basics to Starting An OT Private Practice

I started as a sole proprietor to test whether this would work at all, then converted to a professional corporation once it did. I hired someone to handle the incorporation. This checklist is what I wish someone had handed me at the beginning.

Educational only. This is not legal, tax, or accounting advice, and it isn't a substitute for talking to a professional licensed in your state.

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