Tailored Expertise for Veterinarians
Strategic. Independent. Analytical. Competent…qualities you expect of a Chartered Professional Accountant. Personable. Collaborative. Innovative. Connected…not so typical for an accountant.
Clients describe Jonathan Tucker, CPA, CA, LPA as having a unique combination of these qualities. Not what you would traditionally expect for an accountant. With over two decades of experience, Jonathan works directly with veterinarians providing tax, consulting, accounting and buy/sell advice to help them meet personal and business goals. From tax planning to selling practices, he works with clients to help them achieve their goals and realize their dreams.
Jonathan’s skills include developing and implementing corporate and personal tax-minimizing strategies tailored to each client’s unique situation. He provides strategic advice on the use of various types of corporations, optimizing salary-dividend mixes to minimize tax, and where appropriate, utilizing trusts and estates to create further tax efficient structures. He also has experience developing customized retirement and succession plans.
Jonathan offers a broad range of advisory services, including due diligence and negotiation support for buying and selling practices, developing projections to secure financing for practice acquisition, expansion or ongoing daily cash flow needs.
Connected. With over two decades of experience comes an extensive network of relationships to assist veterinarians in a variety of ways; from introducing veterinarians seeking to purchase a practice to veterinarians seeking to sell. Bringing veterinarian associates together with veterinarian owners. Initiating relationships between practice owners and service oriented banking professionals familiar with the banking needs of veterinarians to assist as needed with banking and lending facilities.
In addition to income tax compliance, planning and advise, services offered also include:
- Financial statement audits and review engagements (Assurance engagements)
- Financial statement preparation
- Personal, corporate, trust and estate tax return preparation
- Representation before tax authorities
- Estate and retirement planning
- GST/HST Consulting
- Strategic and business plan preparation
- Monthly bookkeeping
- Financing, lease negotiations