TaxForDoctors.ca
 

PRICING

Customized Fixed Price Packages for Doctors

We understand that fixed price packages are attractive to our clients. No one wants a big surprise at year end. The packages below are basic packages that we recommend. After a call with you and discussing your goals and what your expectations are from us we will come up with a customized package focused around you. Some specialties may be more expensive, for example a GP with a significant amount of transactions compared to an ER doctor with less. Some taxes may be more complicated, perhaps due to a spouse’s return, US citizenship or significant investments. Some people may just be more disorganized - which is also a driver of cost.

Book a Call and let’s figure out your price for the year.

 
 

MEDICAL STUDENT / RESIDENT

PAY WHAT YOU WANT

Package includes:

  • Personal Tax Returns for you and your family with tax optimization
  • Annual tax planning meeting
  • Best practices for doctors
  • Working with your various advisors (ie. insurance, investment advisor)
  • Correspondences throughout the year
  • Self-Employed income (up to $25,000 in revenue)
  • Access to great third party advisors
  • Get Started Right meeting at end of Medical School and End of Residency
  • Optional: Audit Shield CRA professional services insurances

EMPLOYEE

STARTING AT $25 PER MONTH

Package includes:

  • Personal Tax Returns for you and your family with tax optimization
  • Annual tax planning meeting
  • Best practices for doctors
  • Working with your various advisors (ie. insurance, investment advisor)
  • Correspondences throughout the year
  • Self-Employed income (up to $25,000 in revenue)
  • Estate planning support by a Trust and Estate Planning (TEP) practicioner who is specially trained in trusts, insurance and estate planning tools
  • Access to great third party advisors
  • Optional: Audit Shield CRA professional services insurances

SELF EMPLOYED

STARTING AT $99 pER MONTH

Package includes:

* Everything from the Employee package PLUS

  • T2125 Self Employed Income Schedule
  • Quarterly check ins (book via Calendly)
  • Bookkeeping support
  • Setup and support for you payroll questions
  • Systems setup of best-for-you software
  • Estate planning support
  • Access to great third party advisors
  • Complimentary annual dinner with one of our advisors (up to $100 value)

INCORPORATED

STARTING AT $299 PER MONTH

Package includes:

*Everything from the Employee Package and the Self-Employed Package PLUS

  • Professional Notice to Reader Financial Statements
  • T2 Corporate Tax Return Filings
  • Tax slip filings (T4, T5)
  • On-demand meetings (book via Calendly)
  • Bookkeeping services
  • Invsetment accounting services to ensure you get the best tax treatement for your investments
  • Income Splitting Optimization Planning
  • Passive Investment Tax Planning
  • Complimentary subscriptions to best-for-you apps
  • Complimentary annual dinner with one of our advisors (*excluding liquor)
  • Note - Investment accounting can add significant costs to a year end.