- 500+ clients Served
- 15.2M in Tax savings
- CPA & CEPA Certified
You’ve dedicated your life to caring for others – it’s time someone cared for your financial well-being with the same passion. 786 Venture CPA is your trusted financial ally, providing personalized, tax-intelligent accounting and advisory services tailored for Canadian physicians. We optimize your wealth, minimize your taxes, and give you peace of mind at every step.
Many physicians struggle with financial management on top of patient care. Consider these scenarios, and see if any sound familiar:
Unsure when and how to incorporate properly – risking mistakes that could affect future eligibility for tax benefits and paying top marginal rates while peers who structured earlier are already building great asset portfolio and savings??
Clinic is treated like “just a practice,” instead of a scalable, transferable asset and not preparing for a future sale or partnership buy-in, leaving potential millions in unrealized value!!!
Many physicians struggle with financial management on top of patient care. Consider these scenarios, and see if any sound familiar:
786 Venture CPA team has been extremely proactive and really a all in one package. For years, I have been with another mid level CPA firm, where I was just a number, did the annual year-end done and always troubled with penalty and interest for late payment and late notice but with Sayem and the team, they do follow-up with us on a monthly and sometime quarterly basis, making sure we never miss any deadline. They even go a step further and make the payments on our behalf just in case, we are not able to sometime. I really appreciate their genuine client care and commitment to my asset protection.
786 Venture CPA team has nothing but the absolute best!! They pro-actively completed a plan where I was able to take over $1 million out of professional corporation at the lowest rate possible before the capital gain fiasco last year, I don’t know what would I do without them, they have always been very diligent and pro-active, giving us tax tips and making sure we are always taken care of.
Perfect for new doctors just starting out
Key benefits with physician-specific language
Success story: “Dr. Rahman optimized $80,000 in tax savings
Advanced strategies (IPP, holding companies)
Ideal for established doctors growing their wealth
Success story: “Dr. Rahman optimized $80,000 in tax savings
Exit planning with CEPA expertise
Complete financial management for practice leaders
Success story: “Dr. Datta’s clinic was able to increase clinic valuation by almost 20%”
Perfect for new doctors just starting out
Key benefits with physician-specific language
Success story: “Dr. Datta’s clinic was able to increase clinic valuation by almost 20%”
Advanced strategies (IPP, holding companies)
Ideal for established doctors growing their wealth
Success story: “Dr. Datta’s clinic was able to increase clinic valuation by almost 20%”
Exit planning with CEPA expertise
Complete financial management for practice leaders
Success story: “Dr. Datta’s clinic was able to increase clinic valuation by almost 20%”
No matter where you are in your medical career – just starting out, at your peak, or managing a clinic – 786 Venture CPA has a prescription for your financial headaches. We address your unique challenges with targeted strategies, so you can focus on patients while we focus on your finances.
Pain & Agitation – Common Struggles for Solo Physicians
Even after outlining solutions, we reinforce credibility through social proof and unique selling points
Spends nights worrying about tax bills instead of focusing on patient care?
Feels uncertain about whether you should incorporate your practice?
Struggles to balance student loan payments with retirement planning?
Wishes you had a financial expert who truly understands the medical profession?
Physicians face unique tax rules, incorporation strategies, and succession challenges that general accountants often miss.
We don’t just file returns – we design a comprehensive financial playbook that covers your personal life, professional practice, and long-term wealth.
Our team includes CPAs, CEPAs, tax lawyers, and CFO advisors– all working together like your financial quarterback.
Not at all. In fact, this is the besttime to start.
We help you decide if and whento incorporate, set up tax-efficient income structures, and plan around student debt and early savings.
By starting early, you avoid costly mistakes and set yourself up for decades of financial security.
We provide end-to-end clinic financial management:
Payroll, bookkeeping, and compliance.
Multi-entity corporate structuring (operating company, holding company, real estate).
Succession and exit planning for a future sale or partnership buy-in.
With us, you’re never alone.
We manage all CRA correspondence, prepare responses, and represent you in audits.
Our proactive planning and clean records mean audits are rare, and when they do happen, you’re fully supported.
Beyond tax filings, we guide you on:
Setting up Individual Pension Plans (IPPs) for tax-sheltered retirement savings.
Using holding companies to protect assets and invest retained earnings.
Planning your exit so you can use the Lifetime Capital Gains Exemption (LCGE) and keep more of your hard-earned wealth.
Absolutely not. We know your time is your most valuable asset.
Our systems are designed for efficiency: secure document portals, AI-driven bookkeeping, and dedicated CPA support lines.
You spend minutes, not hours – while we handle the heavy lifting.
It all begins with a free consultation.
We’ll review your current setup, uncover tax-saving opportunities, and outline a personalized action plan.
From there, we’ll send an engagement letter, onboard you seamlessly, and set your financial journey in motion.
© 2025 786 Venture CPA. All rights reserved.
Professional accounting services for Canadian businesses across all provinces.
Licensed CPA providing bookkeeping, tax planning, CFO services & exit planning.
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Certified Exit Planner
Last Updated: January 7, 2026
