Our Story
Founded in 2015, MD Tax is an all-in-one tax and accounting firm with an in-depth understanding of the unique business needs of physicians. We empower physicians to start and grow their medical practice with a focus on tax planning, cloud-based accounting tools, and ongoing communication to improve the financial and tax literacy of our clients.
Founders Story
In early 2015, Elliott, was working as a tax senior (later promoted to tax manager) at Schwartz Levitsky Feldman LLP, a traditional mid size accounting firm in Toronto. The focus, like similar traditional mid size firms, was on public/private clients of various sizes/industries.
MD Tax was designed as an alternative to traditional hourly based billing models, and to provide physicians who lack the high-end tools and resources of a larger business access to a tax focused practice that empowers them with advice throughout their career. In 2016, MD Tax became independent of Schwartz Levitsky Feldman LLP, which gave additional flexibility to be more creative and adapt quickly to the needs of clients.
Our Values
We are redefining the traditional tax and accounting firm model by providing a niche focus on medical doctors, tailored tax advice, transparent fees, and personalized service. As a niche provider of tax and accounting services to medical doctors we seek to provide:
A Personal Connection With Our Clients – We work closely with our clients and strive to go the extra mile to provide the highest level of service and quality. We have an established and efficient approach to reach out and contact clients at various times through the year. Clients have access to our team during the year for ongoing matters.
Committed To Helping Medical Doctors – Our practice is devoted to medical professionals providing us deep insight and understanding allowing us to provide practical, efficient and streamlined services.
Providing Integrated Tax and Accounting Services – We deliver a broad spectrum of tax and business solutions, from maintaining your cloud-based accounting records to complex tax and business decision making. We provide an efficient platform that reduces costs, miscommunication, improves client financial literacy and maintains continuous client communication.
The Leadership Team
The leadership team at MD Tax draws on the experience of a team across functions of tax, accounting, legal, financial and business experience to chart a course for the future and guide the company toward its strategic goals.
Elliott Stone, CPA, CA
President & Founder
Elliott advises medical doctors on consulting, tax and business advice issues. He has more than 10 years of experience advising small business owners clients, ranging from startups, professionals, and international corporations. Before founding MD Tax, he was a tax manager at Schwartz Levitsky Feldman LLP working in international tax, tax planning, corporate/personal tax compliance, and commodity tax related to small and medium business owners.
He is a Chartered Accountant, completed the In-Depth Income Tax Program (Parts 1-3) and is a US Certified Public Accountant (Illinois). Elliott enjoys serving physicians and applying the tax knowledge that he developed through various progressive tax roles. He began his career at a “Big 4” accounting firm in 2008. After becoming a chartered accountant (“CA”) exams, he began to pursue his interests in helping small and midsize business owners.
Elliott enjoys serving physicians, because understanding small businesses is in his DNA. Having a twin sister, Dr. Tanya Stone as a medical doctor and growing up helping his dad with his optometry practice. With MD Tax, working with physicians gave him the freedom to be more creative and adapt quickly to the changing needs of physicians. He enjoys working with physicians and advising on tax planning issues that arise, researching on specific client issues with the ultimate objective of helping clients minimize their taxes in a legal, smooth and streamlined manner.
Bharat Luthra
Tax Manager
Bharat Luthra is a Tax Manager at MD Tax and assists the team in the tax compliances, responding to client communication and researching tax issues. Prior to this, he has 6 years of tax consulting experience in the “Big 4” accounting firms and last served as a Manager in the Global Business Tax division in Deloitte India. Bharat has provided international and domestic tax consulting services, tax representation services during audits and appeals along with the routine tax compliance services. He is an Indian Chartered Accountant (“CA”) and a graduate from the University of Delhi in Bachelor of Commerce (Honours). He enjoys his work here at MD Tax and learns something new every day. Bharat is passionate about playing all kind of indoor and outdoor games, but nothing comes close to playing cricket for him. He is a movie buff, an ardent traveller and loves spending time with his family.
Edgard Teodoro de Moura Neto
Senior Accountant
Samantha Share, JD
Legal Consultant
Samantha Share is a frequent contributor to the MD Tax Blog and FAQ section and consults on legal matters. Samantha was admitted to the Ontario bar in 2012 and writes and provides legal advice on a wide range of topics. She practices plaintiff side insurance litigation with Share Lawyers. Samantha is a graduate of Queen’s University, where she obtained her Juris Doctor degree in 2011. Prior to that, Samantha studied History at the University of Toronto. She graduated with a Bachelor of Arts honours degree, with distinction, in 2008.
Tanya Stone, MD, CCFP
Medical Consultant
Tanya Stone is a frequent contributor to the MD Tax Blog and FAQ section and provides advice to new -in-practice doctors. Tanya currently practices as a family doctor in Toronto and teaches with the University of Toronto. She completed her family medicine residency in 2013 at Mt. Sinai Hospital in Toronto. She attended medical school at McMaster University and graduated in 2011.