Accounting for Medical Professionals

Specialised support for physicians, specialists, and healthcare practices who want modern systems, clear tax planning, and ongoing guidance.

As a medical professional, your time is valuable. Rotaru CPA provides accounting and advisory services designed to support the way the medical field operates in Canada. We help simplify your finances, optimise your structure, and ensure compliance so you can focus on patient care.

We Understand the Medical Profession

Most physicians eventually operate through a Medical Professional Corporation, which can provide tax deferral opportunities and long-term planning advantages. We work with medical professionals at every stage, including:

• Residents and fellows beginning to build assets
• Newly practising physicians making incorporation decisions
• Established specialists seeking tax efficiency
• Clinic owners and group practices requiring streamlined systems

Our approach reflects how medical work is billed, reimbursed, and structured across hospitals, clinics, and private practice.

Common Questions and Challenges We Address

• When should I incorporate and how should I pay myself
• What expenses are eligible and how should I track them
• How do I manage income from multiple facilities or roles
• How do I prepare for maternity or parental leave
• What can I do to reduce taxes over the long term

These are everyday concerns for our medical clients, and our team provides clear answers and practical solutions.

How We Support Medical Clients

Incorporation and Structure Planning

We help you determine the right time to incorporate, set up your MPC correctly, and design an income approach that balances tax efficiency with personal goals.

Bookkeeping and Cloud Systems

We use secure cloud platforms to organise your income and expenses, manage documentation, and create a system that fits seamlessly into your workflow.

Tax Planning and Compensation

We optimise personal and corporate taxes, support investment planning, and help structure compensation so it serves both present needs and long-term goals.

Compliance and CRA Support

We manage corporate filings, payroll, and reporting requirements, while also providing support if the CRA requests clarification or begins a review.

A Modern, Cloud-First Experience

Our systems allow you to approve expenses, upload documents, and access reports from anywhere. You get clarity and efficiency without added administrative work.

Our Process

1. Discovery Call
   
   A short conversation to understand your career stage, practice structure, and priorities.
   
2. Assessment and Plan
   
   We review your financial setup and outline a clear path forward.
   
3. Implementation
   
   We set up or refine your systems and ensure reliable financial management.
   
4. Ongoing Support
   
   You receive consistent guidance, timely filings, and direct access to our team.
   

Why Rotaru CPA is the Right Fit for Your Practice

You are likely a fit if you:

• Want a long-term advisory relationship
• Prefer proactive planning rather than reactive filing
• Value modern tools and simplified workflows
• Want clarity, stability, and trusted expertise

Next Steps

Connect with our team to learn how we support medical professionals with tailored accounting and tax planning.