Tax & Planning Services for Doctors

Built exclusively for physicians across Canada.

CPA-led tax services designed to reduce admin, improve clarity, and support better financial decisions year-round for doctors across Canada, excluding Quebec.

Tax & Planning Services for Doctors

Built exclusively for physicians across Canada.

CPA-led tax services designed to reduce admin, improve clarity, and support better financial decisions year-round for doctors across Canada, excluding Quebec.

Who We Serve

  • Students, Residents & Fellows
  • Self-Employed Physicians
  • Incorporated Physicians
  • Retiring Physicians

Who We Serve

  • Students, Residents & Fellows
  • Self-Employed Physicians
  • Incorporated Physicians
  • Retiring Physicians

More Than Tax Filing

We structure your taxes, income, and entities to support long-term clarity, not just this year’s return.

  • Proactive planning
  • Physician-specific expertise
  • Personal and corporate alignment
  • Systems that simplify collaboration

 

More Than Tax Filing

We structure your taxes, income, and entities to support long-term clarity, not just this year’s return.

  • Proactive planning
  • Physician-specific expertise
  • Personal and corporate alignment
  • Systems that simplify collaboration

 

Incorporating a Medical Practice

Unlock meaningful tax-saving opportunities with tailored planning built around your professional corporation.

  • Review expenses to transfer to your corporation for tax-efficient cash flow

  • Build a strategy that supports your practice structure and financial objectives

  • Implement powerful tax-saving strategies tailored specifically to physicians

  • Incorporation services are currently available only for Ontario professional corporations

Tax Preparation

MedTax provides proactive tax planning and compliance for your professional corporation and personal tax needs.

  • Bookkeeping for your professional corporation and/or HoldCo

  • Reconcile investment activity for your professional corporation and/or HoldCo

  • Draft and file corporate tax returns for your professional corporation and/or HoldCo

  • Prepare personal tax returns for your entire family based on your customized tax plan*

Ongoing Tax Planning

We help doctors make smarter decisions throughout the year, from compensation planning to major financial moves.

From ongoing guidance covering salary versus dividend strategy, cash flow planning, and key life or practice transitions.

Ready to Build a Smarter Tax Strategy?

Book a free 30-minute consultation to understand which MedTax services best support your current stage and goals.


Ready to Build a Smarter Tax Strategy?

Book a free 30-minute consultation to understand which MedTax services best support your current stage and goals.


MedTax Is the Top Choice for Canadian Doctors

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

Physician

“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

Physician

Start With a Free Consultation.

It only takes 30-minutes for a lifetime of savings.

☏ Or call us at
(905) 815-6559

Yes. MedTax works exclusively with physicians across Canada, excluding Quebec. We support doctors at different career stages, including residents and fellows, self-employed physicians, doctors preparing to incorporate, incorporated physicians, physicians using income-splitting or trust structures, and retiring physicians. 

The right MedTax package depends on your career stage and practice structure. Residents and fellows may fit the Residents & Fellows Tax Package, self-employed or locum physicians may fit the Self-Employed Physician Tax Package, and incorporated physicians may need corporate tax support. MedTax also offers support for family trusts and more advanced planning needs. 

Doctors often have more complex tax and accounting needs than standard employees, especially when they are self-employed, incorporated, earning locum income, managing practice expenses, or planning for retirement. A specialized accountant understands physician-specific tax planning, incorporation, deductions, corporate structures, CRA requirements, and year-round financial decisions. 

MedTax provides tax planning, personal tax filing, corporate tax filing, bookkeeping, accounting support, incorporation guidance, CRA correspondence support, and planning for physicians at different stages of their careers. MedTax’s physician-focused services are designed to reduce admin, improve clarity, and support better financial decisions throughout the year.

Yes. MedTax provides both personal and corporate tax filing for physicians. For incorporated physicians, MedTax can support T1 individual tax returns, T2 corporate income tax returns, T4 and T5 tax slips, Ontario information returns, CRA correspondence, and coordinated tax planning between personal and corporate finances. 

Yes. MedTax provides year-round access to its team for questions and proactive tax guidance, not just tax filing during tax season. This helps physicians make informed decisions around income, deductions, incorporation, corporate taxes, investments, CRA correspondence, and long-term planning. 

Yes. MedTax works exclusively with physicians across Canada, excluding Quebec. We support doctors at different career stages, including residents and fellows, self-employed physicians, doctors preparing to incorporate, incorporated physicians, physicians using income-splitting or trust structures, and retiring physicians. 

Doctors often have more complex tax and accounting needs than standard employees, especially when they are self-employed, incorporated, earning locum income, managing practice expenses, or planning for retirement. A specialized accountant understands physician-specific tax planning, incorporation, deductions, corporate structures, CRA requirements, and year-round financial decisions.

MedTax provides tax planning, personal tax filing, corporate tax filing, bookkeeping, accounting support, incorporation guidance, CRA correspondence support, and planning for physicians at different stages of their careers. MedTax’s physician-focused services are designed to reduce admin, improve clarity, and support better financial decisions throughout the year.

Yes. MedTax provides both personal and corporate tax filing for physicians. For incorporated physicians, MedTax can support T1 individual tax returns, T2 corporate income tax returns, T4 and T5 tax slips, Ontario information returns, CRA correspondence, and coordinated tax planning between personal and corporate finances. 

Yes. MedTax provides year-round access to its team for questions and proactive tax guidance, not just tax filing during tax season. This helps physicians make informed decisions around income, deductions, incorporation, corporate taxes, investments, CRA correspondence, and long-term planning.