Accounting and Advisory Services for Healthcare Professionals

We deliver specialized accounting, tax, and strategic advisory services tailored to healthcare professionals – supporting everything from bookkeeping to complex tax planning. We take the time to explain your options clearly and ensure the right plan is in place and carried through.

A message from Jonathan Tucker CPA, CA, LPA
Managing Director, Tucker Professional Corporation

The Tucker Approach

Healthcare professionals choose us for our depth of experience and our ability to provide clear, practical advice grounded in the realities of medical careers.

We take the time to understand your situation, your goals, and the key decisions in front of you. We then provide thoughtful guidance and the support to implement it, not just at tax time but whenever it matters most.

 What sets us apart:

  • A specialized focus on healthcare professionals and medical practices
  • Clear, plain-language advice to support confident decision-making
  • Experience guiding clients through complex financial and structural decisions
  • Proactive, strategic insight tailored to real-world practice environments
  • The ability to both advise and carry strategies through to execution

Our services are designed to support healthcare professionals across a wide range of needs and include:

  • Personal and corporate tax planning and preparation
  • Medical practice structure planning
  • Designing and executing tax-minimization strategies
  • Scientific Research & Experimental Development (SR&ED) advisory and claims support
  • Transition, retirement and estate planning
  • Bookkeeping and ongoing financial support

Supporting You at Every Stage of Your Career

The financial decisions you face as a healthcare professional change significantly over time. We provide guidance that reflects the realities of each stage – helping you navigate key decisions, understand your options, and ensure the right strategies are in place and implemented thoughtfully.

Medical Residents
Building a Strong Financial Foundation

The early years of your career set the foundation for everything that follows. While income is still developing, the decisions you make around taxes, cash flow, and planning can have a lasting impact.

We prepare you for the transition into practice and the more complex decisions that come with it.

How we support medical residents:

  • Personal tax return preparation (included at no additional cost during residency)
  • Tax planning as income begins to increase
  • Guidance on when and how to consider incorporation
  • Clear explanations of deductions, cash flow, tax credits, and financial fundamentals

Our focus is on helping you build strong financial habits now – so you are well positioned for what comes next.

Practicing Healthcare Professionals
Strategic Accounting and Advisory for Active Practices

As your career progresses, financial decisions become more complex—and more important. Questions around structure, incorporation, and tax strategy can have a significant impact on both your practice and long-term financial outcomes.

We work with practicing healthcare professionals to assess whether their current structure supports their goals, identify planning opportunities, and ensure the right strategies are in place as their practice evolves.

How we support practicing professionals:

  • Personal and corporate tax planning
  • Evaluating and optimizing your practice structure (e.g., sole proprietorship, incorporation, trust structures)
  • Annual compliance and tax filing obligations
  • Guidance on cost-sharing and revenue-sharing arrangements
  • Strategic business and practice advisory
  • Remuneration planning and tax optimization
  • Scientific Research & Experimental Development (SR&ED) advisory and claims support
  • Bookkeeping and ongoing financial support
  • Retirement planning

Our approach goes beyond compliance to big picture planning. We help you make informed decisions and take the right steps to ensure they are implemented effectively.

Retiring Health Professionals
Planning a Thoughtful and Tax-Efficient Transition

Transitioning out of practice is a significant shift that requires careful planning and coordination. Decisions around income, structure, and timing can have long-term implications for both your finances and your lifestyle.

We work with retiring healthcare professionals to provide guidance at this stage – whether as your primary advisor or alongside your existing accountant – helping you navigate the transition with clarity and confidence.

How we support retiring professionals:

  • Retirement and transition tax planning
  • Guidance on winding down or transitioning a practice
  • Ongoing personal and corporate tax planning
  • Coordination of long-term and estate planning considerations

Our objective is to protect what you’ve built while helping you move confidently into the next stage of life.

Let’s Talk About What’s Next

Wherever you are in your career, thoughtful planning can make a meaningful difference. Connect with our team to discuss your situation and explore how we can support you—now and as your needs evolve.