A specialist CPA for clinic owners across Quebec.
Psychology, veterinary, physiotherapy, chiropractic, optometry, and other incorporated allied health practices. An integrated annual mandate that brings together year-end, tax, and structural decisions.
The trigger moments that bring a clinic owner to call us.
Most clinic owners reach out around a specific moment. Here are the nine we see most often.
What's included in your annual mandate — and what's quoted separately.
An integrated annual mandate for clinic owners covers the full year-end and tax cycle, plus the conversations that surround them. One-time engagements are priced individually.
Full annual cycle
CSRS 4200 compilation, federal T2 and Quebec CO-17 corporate returns, owner's T1/TP-1 personal returns (and spouse if shareholder), year-end planning review, annual compensation follow-up, and coordination with your other advisors.
One-time advisory mandates
Incorporation, clinic buy-in or acquisition, Holdco set-up or review, corporate restructuring, tax audits, review engagements, multi-year catch-up bookkeeping cleanup, and succession planning.
Six clinical contexts we work with.
Each type of clinic has its own tax and structural dynamics. Here are the primary contexts we see.
Psychology practices
Incorporated psychologists, psychotherapists, and neuropsychologists in private or multidisciplinary clinics.
Veterinary clinics
Veterinarians owning companion-animal, mixed-practice, or specialty veterinary clinics.
Physiotherapy clinics
Incorporated physiotherapists in solo or team practice, with or without integrated massage therapists or occupational therapists.
Chiropractic clinics
Incorporated chiropractors in solo practice, group practice, or multidisciplinary clinics.
Optometry clinics
Optometrist owners in solo practice, group practice, or affiliated with a retail chain.
Multidisciplinary clinics
Clinics with multiple allied health professionals, co-ownership structures, or office-rental arrangements.
A clinic isn't just another small business.
Owner compensation, corporate structure, dividend timing, shareholder loans, small-business deduction eligibility, GST/QST on exempt vs. taxable services, audit documentation — these decisions intersect differently in a clinic. A generalist firm handles them separately. We handle them together.
- Structural decisions reviewed yearly, not once
- Compensation calibrated to current tax context
- Integrated view of corporate and personal file
- Coordination with your financial planner or banker
- Continuous preparation for transitions (sale, partner additions)
- Communication via secure portal throughout the year
Receive monthly tax and structure analyses for Quebec clinic owners.
One practical analysis per month — incorporation decisions, Opco and Holdco structure, compensation planning, shareholder loans, GST/QST, and year-end.