Accounting & Tax Services

Accounting & Tax Services for Professionals

CPA professional services for incorporated and self‑employed professionals across Ontario and Canada, with a focus on compliance, clarity, and informed decision‑making. This page is tailored to busy professionals who need proactive, year‑round accounting and tax support, not just once‑a‑year filings.

Why Professionals Choose Us

Dedicated CPA team focused on professional corporations, partnerships, and self‑employed practitioners across Ontario and Canada.
End‑to‑end support: bookkeeping, financial statements, tax planning, filings, and advisory—integrated to minimize tax and support long‑term wealth.
Clear explanations of complex tax rules so you can make confident, informed business and personal financial decisions.
Systems and processes designed around CRA compliance, documentation, and audit readiness for higher‑risk professional sectors.

Core Accounting & Tax Services

Annual and interim financial statement preparation (Notice to Reader/Compilation) for professional corporations and practices.
Corporate and personal tax returns (T2, T1), including for owner‑managers, partners, and self‑employed professionals.
Tax planning for income splitting, dividends vs. salary, holding companies, and RRSP/TFSA/RESP integration.
HST/GST returns, payroll remittances, T4/T5 slips, and other information returns required for compliance.
Bookkeeping cleanup, cloud bookkeeping systems, and ongoing support to keep your records complete and accurate.
CRA representation, audit support, and correspondence when the tax authority requests information or reviews your file.

Who We Serve

We understand that each profession has unique income patterns, regulations, and risk areas. Services are tailored to your specific practice model, compensation structure, and long‑term goals. Whether you are just incorporating, growing a group practice, or planning succession, the focus is on practical, actionable advice.

Physicians & Healthcare Professionals

Structuring and maintaining medical professional corporations, including multiple‑clinic or multi‑practitioner setups.
Optimizing compensation between corporate income, dividends, and salaries, while planning for retirement and practice sale.
Guidance on deductible expenses, medical equipment, staff costs, and locum arrangements under CRA rules.

Dentists & Dental Corporations

Incorporation and reorganization of dental professional corporations, including buy‑ins and buy‑outs.
Cash‑flow‑focused bookkeeping and financial reporting to manage hygiene revenues, associate payments, and overhead.
Tax planning around goodwill, leaseholds, equipment financing, and eventual transition or sale of the practice.

Lawyers & Legal Professionals

Accounting and trust reporting support that respects law society rules and practice management requirements.
Structuring professional corporations, partnerships, and cost‑sharing arrangements, including multi‑partner firms.
Advisory on deductibility of practice development costs, professional dues, and shared office arrangements.

Engineers & Architects

Project‑based accounting to match fees, milestones, and subcontractor costs for better visibility into profitability.
Incorporation, income smoothing, and deferral strategies for cyclical or contract‑driven revenue.
Guidance on deducting home office, travel, software, and equipment in line with CRA guidelines.

IT Consultants & Independent Contractors

Determining and managing personal services business (PSB) and incorporated contractor risks under CRA rules.
Setting up and maintaining corporate structures for single‑person and small‑team consulting companies.
HST, cross‑border, and multi‑client invoicing support so your systems scale with your contracts.

Management & Financial Consultants

Designing accounting systems that give clear insight into billable vs. non‑billable time, retainers, and project margins.
Tax planning that coordinates consulting income with investment, real estate, or other business activities.
Support with incorporating, reorganizing, or winding down consulting entities as your career evolves.

Our Approach: Compliance, Clarity, Decisions

Compliance: Every engagement is built around accurate records, on‑time filings, and documented positions that stand up to CRA review.
Clarity: Complex rules are translated into straightforward, professional‑friendly language, supported by regular check‑ins and explanations.
Decisions: Reports and tax strategies are designed to help you answer real questions—when to incorporate, how to pay yourself, when to invest, and how to prepare for transition.

Ready to Talk?

Whether you are an incorporated professional or considering making the switch from self‑employed to corporate, specialized accounting and tax support can significantly improve your after‑tax income and peace of mind. Book a consultation to review your current structure, tax position, and next steps, and put a proactive CPA partner on your professional team.