Medical, dental & incorporated professionals
Your practice earns well. Let's structure it well, too.
For BC physicians, dentists, optometrists, veterinarians and lawyers: professional corporations set up and maintained properly, tax deferral, and income splitting where the rules allow — all within your regulatory college's requirements.
Sound familiar?
What we hear from incorporated professionals.
High income, a regulated profession, and not enough time to think about the tax side. We do that part.
- You are considering a professional corporation but aren't sure it is worth the setup and upkeep
- You have a corp but you are leaving money in it without a plan for using it efficiently
- You have heard income splitting changed and aren't sure what still applies to you (TOSI)
- You want to defer tax on income you don't need to draw personally this year
- Your incorporation needs to satisfy your college's rules and you want it done right
- You are planning for an associate buy-in, a practice purchase, or eventual sale
- You'd like one CPA who understands both your practice income and your personal tax
How we help
Specialty work for professional corporations.
The structuring and planning that matters most when you earn through a regulated practice.
Incorporation & Setup
Establishing your professional corporation in line with your college's requirements, and maintaining it properly year over year.
Tax Deferral Planning
Where you don't need all your income personally, we plan how to retain and invest within the corporation to defer personal tax.
Income Splitting (Where Permitted)
We work within the tax on split income (TOSI) rules to identify legitimate splitting opportunities with family where they apply.
Remuneration Strategy
The right balance of salary and dividends for your situation, coordinated with RRSP room and personal goals.
Corporate + Personal Tax
T2 and T1 prepared together, plus financial statements your bank or college may require.
Practice Transitions
Support around associate buy-ins, practice purchases and succession, structured with tax in mind.
Honest & compliant
Planning within the rules — including your college's.
Professional corporations sit at the intersection of tax law and your regulatory body's requirements (for example, share-ownership restrictions that affect who can be a shareholder). Income splitting opportunities are also limited by the TOSI rules. We plan only what the rules allow and we explain the reasoning in plain language. Everything here is general information, not advice for your specific facts — book a consultation and we'll look at your actual situation together.
See what a properly structured practice could look like.
Book a free 15–20 minute call. We'll talk through your practice, your goals, and whether a professional corporation — or a better-run one — makes sense for you.
Book a free consultation