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Personal Tax Planning & Return Preparation

Who is it for?

Medical Residents

Sole Proprietor Health Professionals who have not yet incorporated

What is included?

The service includes personal tax planning and return preparation

Walk away with:

Tax plan with customized, tax-efficient options for you to consider

Completed tax return (based on 1 credit card, 1 practice bank account)

Learn expense-tracking best practices to simplify your finances.

For new clients, we’ll take a second look at prior year’s returns to catch anything that might have been overlooked by your previous accountant.

Gain access to our library of training videos for any additional questions you may have.

“As a young health professional, I need a tax accountant that takes the time (a lot of time) to help me through tax planning and business decisions. Jonathan always makes himself available if you need advice on urgent matters, and is up-to-date on the latest technologies with online meetings and video calls.”

Aaron LangdonDentist at Dr. Joe & Associates Family and Cosmetic Dentistry

Working with Tucker Professional Corporation

Step 1: Meet Us During an Initial Consultation

When you book a consultation with us, here’s what you can expect. First, we’ll examine your financial and tax history. Then, we’ll identify and clarify your short-term and long-term practice goals.

Step 2: Get A Customized Treatment Plan

After diagnosing your unique situation, we’ll share your tax options and our recommendations. Based on your needs, you can choose a tax service and any add-ons

Step 3: Develop Healthy Financial Habits

From our customized tax organizer, to our easy-to-use client portal, we’ll teach you how to stay on top of your practice finances with proven processes and technology.

Step 4: Ongoing Access to Strategic Advice and Support

Whether you want to discuss the implications of buying a practice or just need help dealing with a surprise CRA inquiry, Jonathan and his bookkeeping team are here to help. All support, no judgement.

Ready to get in touch?

Book a consultation

Need more time?

Read the blog