6 worked Flooring & Tiling Contractors case studies — the position a client typically comes to us with, what we do, and what it is worth. Each is an illustrative example built on the rules that apply to flooring & tiling contractors work, not a specific client's file.
Case Study 1 · Sale and succession
Intergenerational Transfer Completed With $800,000 Deferred — Custom Home Builder, Lethbridge
Client: A custom home builder · Where: Lethbridge, Alberta · Engagement: 3 weeks, fixed fee
Tax deferred$800,000
TransferCompleted
RecordsReview-ready
The situation — A custom home builder, Lethbridge, Alberta
A generational transfer at a custom home builder in Lethbridge, Alberta had been discussed for years without a plan. A single shareholder holding every share, with no room to multiply the exemption meant the transfer as contemplated would have been fully taxable.
What we did for A custom home builder, Lethbridge, Alberta
We documented the positions to the standard the CRA applies to this sector specifically. We sequenced the steps so each one was complete and documented before the next depended on it.
The result — A custom home builder, Lethbridge, Alberta
$800,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 2 · Deadline rescue
6-Week Turnaround Beat The Deadline And Saved $106,000 — Commercial General Contractor, Toronto
Client: A commercial general contractor · Where: Toronto, Ontario · Engagement: 6 weeks, fixed fee
Late-filing penalty avoided$106,000
Filed with11 days to spare
Next yearPapers ready
The situation — A commercial general contractor, Toronto, Ontario
A commercial general contractor in Toronto, Ontario was weeks away from the deadline for flooring & tiling contractors accounting and tax. Behind that sat seasonal revenue reported without matching the costs that produced it. The exposure if the date slipped was around $106,000.
What we did for A commercial general contractor, Toronto, Ontario
We reassigned the asset classes on the CCA schedule and corrected the opening balances. The filing went in complete rather than provisional, so there was no amended return to follow.
The result — A commercial general contractor, Toronto, Ontario
Filed with 11 days to spare. $106,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 3 · Scaling without breaking
Scaled To 45 Staff With $141,000 Of Working Capital Freed — Concrete and Forming Crew, Calgary
Client: A concrete and forming crew · Where: Calgary, Alberta · Engagement: 7 weeks, fixed fee
Headcount reached45
Working capital freed$141,000
Missed deadlinesZero
The situation — A concrete and forming crew, Calgary, Alberta
A concrete and forming crew in Calgary, Alberta was growing fast, with headcount reaching 45 in eighteen months. The back office had not kept up. Equipment and asset classes assigned by guesswork rather than the CCA schedule was the first thing to break.
What we did for A concrete and forming crew, Calgary, Alberta
We reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed. We built the compliance calendar for the size the business was becoming rather than the size it had been.
The result — A concrete and forming crew, Calgary, Alberta
The business reached 45 staff with no missed remittance and no late filing. $141,000 of working capital was freed in the process.
Case Study 4 · Backlog brought current
3 Years Filed, $95,000 Removed From The Assessed Balance — Mechanical and HVAC Contractor, Vancouver
Client: A mechanical and HVAC contractor · Where: Vancouver, British Columbia · Engagement: 10 weeks, fixed fee
Years filed3
Assessed balance removed$95,000
CollectionsStopped
The situation — A mechanical and HVAC contractor, Vancouver, British Columbia
A mechanical and HVAC contractor in Vancouver, British Columbia had not filed for 3 years. The CRA had issued arbitrary assessments. The business was carrying a previous accountant with no experience of this sector. That came on top of a growing interest balance.
What we did for A mechanical and HVAC contractor, Vancouver, British Columbia
We started with the oldest year and worked forward so each year's closing balances fed the next. We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end. We filed the years in sequence rather than all at once.
The result — A mechanical and HVAC contractor, Vancouver, British Columbia
Every year is now filed and assessed on actual figures. The notional assessments were vacated and $95,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 5 · Records and systems rebuilt
Month-End Close Cut From 10 Weeks To 6 Days — Civil Works Company, Mississauga
Client: A civil works company · Where: Mississauga, Ontario · Engagement: 8 weeks, fixed fee
Close time before10 weeks
Close time after6 days
Year-endReview, not rebuild
The situation — A civil works company, Mississauga, Ontario
The accounting file at a civil works company in Mississauga, Ontario had a weak foundation. It was built on industry-specific reporting obligations nobody had flagged. The year-end had taken 10 weeks each of the last three years.
What we did for A civil works company, Mississauga, Ontario
We rebuilt the chart of accounts around how a flooring & tiling contractors business actually earns and spends. We also moved the reconciliations into the monthly cycle, so the year-end stopped being a rebuild.
The result — A civil works company, Mississauga, Ontario
The file reconciles. Month-end closes in 6 days instead of 10 weeks, and the year-end is a review rather than a reconstruction.
Case Study 6 · CRA review defended
$95,000 Proposed Adjustment Withdrawn In Full — Electrical Contractor, Edmonton
Client: An electrical contractor · Where: Edmonton, Alberta · Engagement: 10 weeks, fixed fee
Adjustment withdrawn$95,000
File closed in10 weeks
Penalties assessedNone
The situation — An electrical contractor, Edmonton, Alberta
An electrical contractor in Edmonton, Alberta received a proposal letter opening a review of flooring & tiling contractors accounting and tax. The CRA had identified a chart of accounts that told the owner nothing about flooring & tiling contractors margin. It proposed an adjustment of $95,000, with 30 days to respond.
What we did for An electrical contractor, Edmonton, Alberta
We treated the response as an evidence exercise rather than an argument. We documented the positions to the standard the CRA applies to this sector specifically. We then indexed every supporting document against the specific line the auditor had questioned.
The result — An electrical contractor, Edmonton, Alberta
The proposed adjustment was withdrawn in full — all $95,000 of it. The file closed in 10 weeks with no change to the assessed amounts and no penalty.
Reviewed by Udit Gupta, Founder and Tax Accountant for the 2025 tax year. These case studies are illustrative worked examples composed from the CRA rules that apply to this type of work, not specific client files; figures are representative and outcomes depend on your own facts.
