Family Trust Tax Filing — Trusted by Physicians

Includes T3 & T5 slips, income-splitting strategies, and CRA-compliant filing — with guidance tailored to your medical career.

Get Started Today

Family Trust Tax Filing — Trusted by Physicians

Includes T3 & T5 slips, income-splitting strategies, and CRA-compliant filing — with guidance tailored to your medical career.

Get Started Today

Why Choose MedTax?

Our mission is to help physicians reduce taxes, build wealth, and stay compliant with CRA regulations through proactive, personalized strategies tailored to the medical profession.

With deep expertise in family trusts, we support doctors and their families in setting up tax-efficient structures that enable long-term planning and intergenerational wealth transfer. You focus on your patients — we handle the trust reporting, compliance, and strategic guidance.

Why Choose MedTax?

Our mission is to help physicians reduce taxes, build wealth, and stay compliant with CRA regulations through proactive, personalized strategies tailored to the medical profession.

With deep expertise in family trusts, we support doctors and their families in setting up tax-efficient structures that enable long-term planning and intergenerational wealth transfer. You focus on your patients — we handle the trust reporting, compliance, and strategic guidance.

Learn More

A Complete Tax Solution for Your Family Trust

A Complete Tax Solution for Your Family Trust

Family Trust Tax Package

A complete package for family trusts that includes inter vivos trust tax return preparation, and tax-planning services that consider available tax deferral strategies, income splitting strategies, tax-efficient distribution, and available expense deductions.

Included in this package:

  • Preparation of T3 trust income tax return

  • Tax slips –  T3, T5 (interest)

  • Tax deferral, income splitting, and tax-efficient distribution strategies

  • Year-round access to our team for questions and proactive financial guidance

  • General communication and correspondence with the CRA

  • Electronic filing and CRA receipt confirmation of return

Trusted by Canadian physicians and their families for accurate, CRA-compliant filing.

Family Trust

$1,500+ TAX

Tailored Trust and Tax Strategies for Every Stage of Your Medical Career

Medical Residents & Fellows

Self-Employed Physicians

Incorporated Physicians

Retiring Physicians

Tailored Trust and Tax Strategies for Every Stage of Your Medical Career

Medical Residents & Fellows

Self-Employed Physicians

Incorporated Physicians

Retiring Physicians

Ready to take control of your finances and future?

Start with a free 30-minute strategy call tailored to your trust needs.


Ready to take control of your finances and future?

Start with a free 30-minute strategy call tailored to your trust needs.


I’ve been with Medtax for my tax services for years and can’t recommend them highly enough.

Alex and team are meticulous with their work, and present an easy and accessible breakdown of my taxes for review, saving me countless hours. They are also incredibly quick to answer any questions that arise: I can rest assured I’m in good hands. They have my highest endorsement.

Dr. C Kim

Medtax is the top choice for Canadian doctors

I’ve been with Medtax for my tax services for years and can’t recommend them highly enough.

Alex and team are meticulous with their work, and present an easy and accessible breakdown of my taxes for review, saving me countless hours. They are also incredibly quick to answer any questions that arise: I can rest assured I’m in good hands. They have my highest endorsement.

Dr. C Kim

MedTax Is the Top Choice for Canadian Doctors

Get your free, no commitment consultation.

15 minutes, for a lifetime of savings.

☏ Or call us at (905) 815-6559

Claim a Free consultation

30-minutes, for a lifetime of savings.

☏ Or call us at (905) 815-6559