6 worked Plumbers 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 plumbers work, not a specific client's file.
Case Study 1 · Cash and remittance control
$68,000 Of Working Capital Freed From The Tax Cycle — Drywall Subcontractor, Barrie
The situation — A drywall subcontractor, Barrie, Ontario
A drywall subcontractor in Barrie, Ontario was profitable on paper and short of cash every month. Industry-specific reporting obligations nobody had flagged explained most of the gap.
What we did for A drywall subcontractor, Barrie, Ontario
We rebuilt the chart of accounts around how a plumbers business actually earns and spends and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars.
The result — A drywall subcontractor, Barrie, Ontario
$68,000 was released back into working capital. Remittances have been on time every period since, and the forecast shows the tax outflow before it lands.
Case Study 2 · Scaling without breaking
Second-Province Expansion Handled, $79,000 Of Cash Released — Commercial General Contractor, Burnaby
Client: A commercial general contractor · Where: Burnaby, British Columbia · Engagement: 3 weeks, fixed fee
Cash released$79,000
New registrationsComplete on day one
Compliance gapsNone
The situation — A commercial general contractor, Burnaby, British Columbia
Revenue at a commercial general contractor in Burnaby, British Columbia was up sharply and cash was tighter than ever. Underneath it sat seasonal revenue reported without matching the costs that produced it.
What we did for A commercial general contractor, Burnaby, British Columbia
We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result — A commercial general contractor, Burnaby, British Columbia
$79,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.
Case Study 3 · Missed incentive claimed
$141,000 In Credits Claimed That Prior Filings Had Missed — Roofing Company, Edmonton
Client: A roofing company · Where: Edmonton, Alberta · Engagement: 5 weeks, fixed fee
Credits claimed$141,000
Years adjusted5
Review outcomeNo adjustment
The situation — A roofing company, Edmonton, Alberta
A roofing company in Edmonton, Alberta had been filing for 5 years without ever claiming the incentives its activity qualified for. Behind that sat development and improvement work written off as ordinary overhead.
What we did for A roofing company, Edmonton, Alberta
We tested each activity against the eligibility criteria rather than the description on the invoice, then reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed.
The result — A roofing company, Edmonton, Alberta
$141,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 4 · Backlog brought current
6 Years Filed, $106,000 Removed From The Assessed Balance — Concrete and Forming Crew, Kelowna
Client: A concrete and forming crew · Where: Kelowna, British Columbia · Engagement: 10 weeks, fixed fee
Years filed6
Assessed balance removed$106,000
CollectionsStopped
The situation — A concrete and forming crew, Kelowna, British Columbia
A concrete and forming crew in Kelowna, British Columbia had not filed for 6 years. The CRA had issued arbitrary assessments, and the business was carrying sector deductions claimed on a general-business basis rather than the plumbers rules on top of a growing interest balance.
What we did for A concrete and forming crew, Kelowna, British Columbia
We started with the oldest year and worked forward so each year's closing balances fed the next. We reassigned the asset classes on the CCA schedule and corrected the opening balances, filing the years in sequence rather than all at once.
The result — A concrete and forming crew, Kelowna, British Columbia
Every year is now filed and assessed on actual figures. The notional assessments were vacated and $106,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 5 · Objection and relief
$36,500 Of Penalties And Interest Cancelled On Relief — Residential Framing Contractor, Brampton
The situation — A residential framing contractor, Brampton, Ontario
An assessment of $36,500 landed at a residential framing contractor in Brampton, Ontario following a desk review. The auditor had not seen the records behind a chart of accounts that told the owner nothing about plumbers margin.
What we did for A residential framing contractor, Brampton, Ontario
We documented the positions to the standard the CRA applies to this sector specifically, then set out the legislative basis for the position alongside the documents supporting it.
The result — A residential framing contractor, Brampton, Ontario
$36,500 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 6 · Records and systems rebuilt
Books Rebuilt From Source, $19,500 In Unclaimed Input Tax Found — Mechanical and HVAC Contractor, Ottawa
Client: A mechanical and HVAC contractor · Where: Ottawa, Ontario · Engagement: 6 weeks, fixed fee
Unclaimed tax found$19,500
Records rebuilt21 months
ProcessDocumented
The situation — A mechanical and HVAC contractor, Ottawa, Ontario
A mechanical and HVAC contractor in Ottawa, Ontario could not answer basic questions about its own numbers, because equipment and asset classes assigned by guesswork rather than the CCA schedule sat between the bank statements and the ledger.
What we did for A mechanical and HVAC contractor, Ottawa, Ontario
We rebuilt the chart of accounts around how a plumbers business actually earns and spends, then documented the process so the work does not depend on any one person remembering how it was done.
The result — A mechanical and HVAC contractor, Ottawa, Ontario
Records rebuilt and reconciled, $19,500 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Reviewed for the 2025 tax year by Udit Gupta, Founder and Tax Accountant. 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.
