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The Wealthy Doc System® to meet your personal and business needs
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Our Two-Tier Advisory Programs
CPA4Drs offers physicians a simplified subscription model tailored to their stage in medical practice. Whether you're just starting your corporation or expanding your financial strategies, we deliver high-impact services that align with your needs.
You can choose the system that is right for you. If not, we can help you decide.
Launch Plan
$3,289 per year OR $299 a month*
Essential support for professional corporations ready to get started, affordable, focused, and built to grow.
Includes:
- Unlimited email support for clarifying questions, with responses based on our comprehensive knowledge base
- Optimum salary & dividend mix
- Health Care Spending Account setup
- Annual bookkeeping
- Payroll table and payment schedule
- Preparation and filing of dividend payment returns and slips
- Preparation Corporate Financial Statements- CSRS 4200
- Corporate income tax filing
- Personal income tax filing (for you and your spouse)
- Corporate and personal income tax installment reminders
- Ontario annual return preparation and filing
- CPA4Drs™ No B.S. Doctor-First Guarantee
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Pay-as-you-go solutions***
Growth Plan
$5,489 per year OR $499 a month**
Built for serious professionals ready to grow—unlock advanced support, proactive strategies, and real result:
Includes everything in Launch, plus:
- Priority email support with faster response times and personalized guidance beyond the knowledge base
- Automobile lease vs. buy analysis
- Corporate life insurance planning
- Critical illness and disability insurance planning
- Audit protection
- Employment agreement drafting
- Maximizing deductible expenses with peer group benchmarking
- Prescribed rate loan strategy
- Investment advisory services (tax-focused)
- Income and expense benchmarking with peer group
- RRSP vs. TFSA tax optimization
- RRSP and TFSA deadline reminders
- Wealth accumulation planning
- Quarterly financial statement reports
- Quarterly cloud-based bookkeeping
- Monthly automated payroll for two employees
- HST/GST return preparation and filing
- Annual resolutions to update the minutes book
- Pay-as-you-go solutions***
*The Launch Plan is $299 per month, totaling $3,588 annually. Professionals who join mid-year will be billed $299 monthly from their start date, with a catch-up amount for prior months invoiced at year-end. Fees are subject to a 5% annual increase and applicable HST/GST.
**The Growth Plan is $499 per month, totaling $5,988 annually. Professionals who join mid-year will be billed $499 monthly from their start date, with a catch-up invoice for prior months issued at year-end. Fees are subject to a 5% annual increase and applicable HST/GST.
Pay-As-You-Go Solutions***
Enjoy general insights at no extra cost—and when you're ready to proceed, any services you approve are seamlessly billed in the month they're completed.
- Automobile lease vs. buy analysis
- Corporate life insurance planning
- Critical illness and disability insurance planning
- Audit protection
- Employment agreement drafting
- Maximizing deductible expenses with peer group benchmarking
- HST/GST return preparation and filing
- Annual resolutions to update the minutes book
- Prescribed rate loan strategy
- Investment advisory services (tax-focused)
- Income and expense benchmarking with peer group
- RRSP vs. TFSA tax optimization
- RRSP and TFSA deadline reminders
- Wealth accumulation planning
- Estates & Trusts
- Succession Planning
- Practice Valuation
- Charitable Legacy Planning
- Individual Pension Plan (IPP)/ HOOPP/ Medicus Planning
- Pipeline Strategy
- End-of-Life Tax Planning
- Estate Plan Updates
- Dual Wills and Power of Attorney Support
- Holding companies – Bookkeeping, Preparation Corporate Financial Statements- CSRS 4200 and Preparation and filing corporate tax returns
***Additional legal and professional fees may apply for pay-as-you-go services. All fees are subject to HST/GST.
