Pricing
Employee Tax Return Package
Ideal for: Residents, Fellows & Salaried Physicians
A comprehensive package including preparation of your personal tax return and on-demand consulting services for your financial needs.
Package includes:
- T1 Personal Income Tax Return
- Calculation of eligible personal tax credits
- Tax planning and financial strategies
- Year-round support to answer all of your questions
- Assistance in correspondence with the CRA
- Electronic filing with the CRA
Self-Employed Physician Tax Return Package
Ideal for: Physicians earning income through a sole proprietorship
A complete package for unincorporated medical professionals earning business income which includes preparation of your business tax return and financial consulting services to help you make strategic business decisions.
Package includes:
- T1 Business Income Tax Return
- Calculation of eligible personal and business tax credits
- Tax planning and budgeting strategies
- Year-round support to answer all of your questions
- Assistance in correspondence with the CRA
- Electronic filing with the CRA
Incorporated Physician Tax Returns and Financial Statements Package
Ideal for: Physicians earning income through a corporation
An all-in-one solution for incorporated medical professionals which includes the preparation of corporate tax return, personal tax return, financial statements, and tax planning services to ensure we minimize the total tax liability for you and your business.
Package includes:
- T1 Personal Income Tax Return
- T2 Corporate Income Tax Return
- Tax Slips – T4 (Employment Income) & T5 (Dividends)
- Financial Statements preparation
- Tax deferral and income splitting strategies
- Personalized tax calendar and due date reminders
- Year-round support to answer all of your questions
- Assistance in correspondence with the CRA
- Electronic filing with the CRA
Practice Incorporation Package
Ideal for: Physicians and medical professionals planning to incorporate their medical practice
This package is designed specifically for doctors who want to transition from a sole proprietorship to a professional corporation. We provide end-to-end tax, financial, and incorporation guidance to help you structure your practice efficiently, protect your income, and reduce long-term tax liability – while staying fully compliant with CRA and provincial regulations.
What You Get:
- Incorporation Planning & Strategy
- Professional Corporation Setup Support
- Corporate Tax Planning for Physicians
- Business Expense & Deduction Review
- Personalized Tax & Financial Roadmap
- Ongoing Advisory Support
- CRA Communication & Compliance Support
For further information
Supporting Medical professionals with accurate financials, smart tax
planning, and dependable advisory services.