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The Wealthy Doc System™ to meet your personal and business needs
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Your team of experts!
When you come to us, you will have a trusted team of experts on your staff. Our team handles all your tax, accounting and advisory needs so you can focus on what matters to you the most - the health of your patients!
We work collaboratively with you via our advanced, secure app and website platform to support a streamlined and highly efficient workflow. As the work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee - allowing you to budget effectively and never get an unpleasant billing surprise.
You can cancel the service at any time!
You can choose the system that is right for you. If not, we can help you decide.
Launch - $299* per month
Ideal for professional corporations for first three years in practice.
Includes:
Advisory Services
- Cash needs analysis
- Optimum salary & dividend mix
- Health Care spending account set up**
- Automobile lease vs. buy
- Corporate life insurance planning
- Critical illness and disability insurance planning
- Audit protection
- Employment agreement
- Maximize expense deductions
- Quarterly review of financial statements
Compliance Services
- Accounting system setup
- Cloud bookkeeping
- Software integrations
- Automated payroll for two employees
- Prepare and file dividends payment returns and slips
- Corporate income tax
- Personal income tax for you and your spouse
- Corporate and personal income tax installments reminder
- Preparing and filing of Ontario annual return
- Assistance in filing renewal of authorization with the CPSO
Growth - $499* per month
Ideal for professional corporations over three years in practice.
Includes Launch plus:
More Advisory Services
- Quarterly cash needs analysis
- Quarterly update of optimum salary vs. dividend mix
- Monthly review of financial statements
- Prescribed rate loan strategy
- Investment advisory services with focus on tax
- Income and expenses benchmarking with peer group
- Industry statistics benchmarking
- Surplus Strip planning**
- RRSP vs. TFSA planning
- Reminder for RRSP and TFSA limits
- Create and update estate plan annually
- Wealth accumulation planning
Compliance Services
- Automated payroll for additional two employees
- Personal income tax preparation for two additional dependents
- Preparation and filing of prescribed rate loan trust tax returns
- Prepare and file the tax compliance documents for the surplus strip planning
Legacy - $699* per month
Ideal for professional corporations over 20 years in practice.
Includes Growth plus:
More Advisory Services
- Estates & trusts**
- Succession planning**
- Practice valuation**
- Charitable legacy planning**
- Individual pension plan (IPP) planning**
- Pipeline plan**
- End-of-life tax plan
- Update estate plan quarterly
- Assist with dual wills and power of attorney**
Compliance Services
- Preparing and filing family trust return
*Plus, HST (Harmonized Sales Tax) and one-time set-up fees.
**Plus, legal fees and other professional fees as applicable.
