6 worked Roofers & Renovation firms 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 roofers & renovation firms work, not a specific client's file.
Case Study 1 · Planning that cut the bill
$67,000 Cut From The Annual Tax Bill — Residential Framing Contractor, Surrey
Client: A residential framing contractor · Where: Surrey, British Columbia · Engagement: 5 weeks, fixed fee
First-year saving$67,000
RepeatsAnnually
Filing positionUnchanged in risk
The situation — A residential framing contractor, Surrey, British Columbia
A residential framing contractor in Surrey, British Columbia was compliant but paying more than it needed to. The prior year had been filed correctly and still left industry-specific reporting obligations nobody had flagged on the table.
What we did for A residential framing contractor, Surrey, British Columbia
We modelled the current position against the alternatives before changing anything, then documented the positions to the standard the CRA applies to this sector specifically.
The result — A residential framing contractor, Surrey, British Columbia
The change saved $67,000 in the first year and repeats annually. Nothing about the filings became more aggressive; the position is simply the one the rules already allowed.
Case Study 2 · Deadline rescue
Filed On Time From A Standing Start, $108,000 Penalty Avoided — Civil Works Company, Vancouver
Client: A civil works company · Where: Vancouver, British Columbia · Engagement: 11 weeks, fixed fee
Penalty avoided$108,000
Turnaround11 weeks
FiledOn time
The situation — A civil works company, Vancouver, British Columbia
A civil works company in Vancouver, British Columbia came to us 11 weeks before its filing deadline with a chart of accounts that told the owner nothing about roofers & renovation firms margin. A late filing would have triggered a penalty of roughly $108,000 before interest.
What we did for A civil works company, Vancouver, British Columbia
We worked backwards from the deadline. We rebuilt the chart of accounts around how a roofers & renovation firms business actually earns and spends, prioritising the items that actually gated the filing and deferring everything that did not.
The result — A civil works company, Vancouver, British Columbia
The return was filed on time and complete. The $108,000 penalty never arose, and the compliance calendar we set means the next deadline is scheduled rather than discovered.
Case Study 3 · Backlog brought current
Collections Halted And $92,000 Cut From A 5-Year Backlog — Drywall Subcontractor, Barrie
The situation — A drywall subcontractor, Barrie, Ontario
By the time a drywall subcontractor in Barrie, Ontario called, 5 years were outstanding and the CRA had assessed on estimates. Underneath it sat a previous accountant with no experience of this sector.
What we did for A drywall subcontractor, Barrie, Ontario
We reconstructed the records year by year and aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end. Each filing replaced an arbitrary assessment with a real one.
The result — A drywall subcontractor, Barrie, Ontario
The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $92,000, and a relief application addressed part of the accumulated interest.
Case Study 4 · CRA review defended
Audit Defence Closed In 6 Weeks, $71,000 Cleared — Concrete and Forming Crew, Regina
Client: A concrete and forming crew · Where: Regina, Saskatchewan · Engagement: 6 weeks, fixed fee
Proposed tax cleared$71,000
Review duration6 weeks
OutcomeNo change
The situation — A concrete and forming crew, Regina, Saskatchewan
A concrete and forming crew in Regina, Saskatchewan was selected for review after equipment and asset classes assigned by guesswork rather than the CCA schedule showed up in the CRA's automated matching. The proposed adjustment on roofers & renovation firms accounting and tax came to $71,000.
What we did for A concrete and forming crew, Regina, Saskatchewan
We reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed. Every figure in the response traced to a source record the auditor could verify without asking a second question.
The result — A concrete and forming crew, Regina, Saskatchewan
The review closed with no change. $71,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 5 · Cash and remittance control
$103,000 Of Working Capital Freed From The Tax Cycle — Electrical Contractor, Halifax
Client: An electrical contractor · Where: Halifax, Nova Scotia · Engagement: 9 weeks, fixed fee
Working capital freed$103,000
On-time remittancesEvery period since
Forecast horizon13 weeks
The situation — An electrical contractor, Halifax, Nova Scotia
An electrical contractor in Halifax, Nova Scotia was profitable on paper and short of cash every month. Sector deductions claimed on a general-business basis rather than the roofers & renovation firms rules explained most of the gap.
What we did for An electrical contractor, Halifax, Nova Scotia
We reassigned the asset classes on the CCA schedule and corrected the opening balances and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars.
The result — An electrical contractor, Halifax, Nova Scotia
$103,000 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 6 · Objection and relief
Notice Of Objection Allowed In Full, $132,000 Reversed — Custom Home Builder, Mississauga
Client: A custom home builder · Where: Mississauga, Ontario · Engagement: 7 weeks, fixed fee
Amount reversed$132,000
ObjectionAllowed in full
Account balanceNil
The situation — A custom home builder, Mississauga, Ontario
A custom home builder in Mississauga, Ontario had been reassessed for $132,000 and had 15 days left on the objection deadline. The reassessment rested on seasonal revenue reported without matching the costs that produced it.
What we did for A custom home builder, Mississauga, Ontario
We filed the objection inside the deadline with a complete submission rather than a placeholder, and documented the positions to the standard the CRA applies to this sector specifically.
The result — A custom home builder, Mississauga, Ontario
The appeals officer allowed the objection in full. $132,000 was reversed and the account returned to a nil balance.
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.
