Real Results for Canadian Businesses
This is the library every case-study section on the site leads to. Each engagement below is written up in detail — what the client walked in with, the CRA rule the result turned on, and the figure it produced. Every service, industry, city and pricing page also carries six engagements of its own, reachable through the four collections here.
Every engagement below is real work for a Canadian client, with the figure achieved and the CRA rule it turned on. Client names are omitted for confidentiality. Each service, industry and city page also carries its own case studies, linked above.
Showing all 55 case studies
Construction case studies
Cross-Border Contractor - Dual Reporting Resolved
Equipment CCA Optimization – $22,000 First-Year Deduction
Holdback & WIP Restructuring – $31,000 Tax Deferred
Ontario WSIB Reclassification - Premiums Cut 38%
Saskatchewan PST on Contracts - $19,000 Exposure Corrected
T5018 Subcontractor Audit – $54,000 Reassessment Cleared
Manufacturing case studies
Equipment Financing & Immediate Expensing – Cash Freed
Inventory Valuation Correction – Margins & Tax Restored
Manitoba RST Assessment Reduced - Exempt Sales Proven
Manufacturing M&P Deduction – Rate Reduced
Transportation case studies
Fleet Vehicle CCA & Financing – Deduction Maximized
Fuel Tax & Multi-Province Filing – Compliance Restored
Owner-Operator Per-Diem Audit – Meals Claim Defended
Healthcare case studies
CRA Audit for MPCs – Medical Clinic Saved Over $70,000
Dental Clinic VDP – $50,000 in Penalties Waived
MPC Back-Filing – $28,000 Refund Recovered
Practitioner Expense Audit – 90% of Claims Defended
E-Commerce case studies
Alberta Sales Tax Overcharge - Customers Refunded
BC PST Voluntary Disclosure - Penalties Waived
E-commerce GST/HST Audit – $71,500 Saved
Inventory & COGS Rebuild – $19,000 Tax Corrected
Marketplace Sales Tax Cleanup – Multi-Province Compliance
QST Input Credits Restored - Revenu Quebec Review Closed
Restaurants case studies
Multi-Location Bookkeeping Cleanup – Clean Books in 60 Days
Restaurant Cash Sales Audit – Reassessment Defended
Restaurant Payroll & Tips Remediation – Penalties Avoided
Real Estate case studies
Capital vs Business Income – $46,000 in Tax Saved
New Housing HST Rebate – $24,000 Recovered
PREC Setup & Income Splitting – Ongoing Tax Deferral
Professional Services case studies
Atlantic HST Place-of-Supply Fixed - Rate Errors Cleared
Consultant PSB Risk Averted – Structure Corrected
Professional Expense Audit – 90% of Claims Upheld
Salary vs Dividend Optimization – $9,000 Annual Saving
Technology case studies
Cross-Border SaaS GST/HST – Exports Zero-Rated Correctly
SR&ED Claim Prepared – $61,000 in Credits
Startup Stock Options & Payroll Setup – Clean From Day One
Non-Profit case studies
Charity Return Compliance – Status Protected
Non-Profit Payroll & Reporting Setup – Clean Compliance
NPO GST/HST Rebate – Recovered for a Non-Profit
All Sectors case studies
10 Years of Late Returns – $28,000 Refund Secured
Alberta AT1 Filings Brought Current - Penalties Reduced
BC Employer Health Tax - Threshold Planning Saved $14,000
Business Sale & LCGE – $890,000 Sheltered
CRA GST/HST Audit – Over $70,000 Saved
GST/HST Refund Position – Input Tax Recovered
Holding Company Setup – Surplus Protected & Deferred
Incorporation & Structure – Ongoing Tax Deferral
Ontario EHT Exemption Recovered - $9,800 Refunded
Payroll Remittance Cleanup – Penalties Minimized
Personal Tax Audit – Unfair Adjustments Avoided
Quebec CO-17 Catch-Up - Dual Filing Brought Current
Shareholder Loan Cleanup – Income Inclusion Avoided
Small Business Deduction Protected – Passive Income Managed
Two-Year Bookkeeping Catch-Up – Filing-Ready in Weeks
Voluntary Disclosure – $50,000 in Penalties Waived
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