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
- 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 $50 per month
Package includes:
- Customized package for your needs through our Tax For Doctors discovery process - think Triage and then a Long Term Care Plan
- All your tax compliance needs
- Tax planning meetings and checkins
- 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 $75 per month
Package includes:
- Customized package for your needs through our Tax For Doctors discovery process
- All your tax compliance needs
- Tax planning meetings and checkins
- 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
INCORPORATED
Starting at $250 per month
Package includes:
- Customized package for your needs through our Tax For Doctors discovery process.
- Professional Notice to Reader Financial Statements
- All your tax compliance needs
- Regular meetings (book via Calendly)
- Bookkeeping services (Optional)
- Invsetment accounting services to ensure you get the best tax treatement for your investments (Optional)
- Income Splitting Optimization Planning
- Passive Investment Tax Planning
- Complimentary subscriptions to best-for-you apps
- Note - Investment accounting can add significant costs to a year end.