6 Dentists & Orthodontists tax and accounting engagements in full — what the client came to us with, what we did, and what it was worth. Each one is specific to dentists & orthodontists work, not a general example.
Case Study 1 · Records and systems rebuilt
Books Rebuilt From Source, $8,000 In Unclaimed Input Tax Found — Family Medicine Clinic, Hamilton
Client: A family medicine clinic · Where: Hamilton, Ontario · Engagement: 9 weeks, fixed fee
Unclaimed tax found$8,000
Records rebuilt31 months
ProcessDocumented
The situation
A family medicine clinic in Hamilton, Ontario could not answer basic questions about its own numbers, because seasonal revenue reported without matching the costs that produced it sat between the bank statements and the ledger.
What we did
We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end, then documented the process so the work does not depend on any one person remembering how it was done.
The result
Records rebuilt and reconciled, $8,000 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 2 · Scaling without breaking
Scaled To 78 Staff With $18,000 Of Working Capital Freed — Chiropractic Clinic, Saskatoon
A chiropractic clinic in Saskatoon, Saskatchewan was growing fast — headcount to 78 in eighteen months — and the back office had not kept up. A chart of accounts that told the owner nothing about dentists & orthodontists margin was the first thing to break.
What we did
We rebuilt the chart of accounts around how a dentists & orthodontists business actually earns and spends, and built the compliance calendar for the size the business was becoming rather than the size it had been.
The result
The business reached 78 staff with no missed remittance and no late filing. $18,000 of working capital was freed in the process.
Case Study 3 · Sale and succession
Intergenerational Transfer Completed With $405,000 Deferred — Physiotherapy Group, Brampton
Client: A physiotherapy group · Where: Brampton, Ontario · Engagement: 9 weeks, fixed fee
Tax deferred$405,000
TransferCompleted
RecordsReview-ready
The situation
A generational transfer at a physiotherapy group in Brampton, Ontario had been discussed for years without a plan. A minute book with no resolutions behind a decade of dividends meant the transfer as contemplated would have been fully taxable.
What we did
We documented the positions to the standard the CRA applies to this sector specifically, sequencing the steps so each one was complete and documented before the next depended on it.
The result
$405,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 4 · Objection and relief
Notice Of Objection Allowed In Full, $83,000 Reversed — Pharmacy, Red Deer
Client: A pharmacy · Where: Red Deer, Alberta · Engagement: 5 weeks, fixed fee
Amount reversed$83,000
ObjectionAllowed in full
Account balanceNil
The situation
A pharmacy in Red Deer, Alberta had been reassessed for $83,000 and had 24 days left on the objection deadline. The reassessment rested on sector deductions claimed on a general-business basis rather than the dentists & orthodontists rules.
What we did
We filed the objection inside the deadline with a complete submission rather than a placeholder, and reassigned the asset classes on the CCA schedule and corrected the opening balances.
The result
The appeals officer allowed the objection in full. $83,000 was reversed and the account returned to a nil balance.
Case Study 5 · Cash and remittance control
Instalments Rebased, $155,000 Of Cash Returned To The Business — Optometry Practice, Moncton
Client: An optometry practice · Where: Moncton, New Brunswick · Engagement: 7 weeks, fixed fee
Cash returned$155,000
Instalment basisCurrent year
ReviewedQuarterly
The situation
An optometry practice in Moncton, New Brunswick was paying instalments calculated on a prior year that no longer reflected the business. Equipment and asset classes assigned by guesswork rather than the CCA schedule was tying up $155,000 of cash.
What we did
We rebased the instalments on the current-year estimate rather than the prior-year default, and reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed.
The result
$155,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 6 · CRA review defended
$60,000 Proposed Adjustment Withdrawn In Full — Medical Imaging Clinic, Guelph
Client: A medical imaging clinic · Where: Guelph, Ontario · Engagement: 4 weeks, fixed fee
Adjustment withdrawn$60,000
File closed in4 weeks
Penalties assessedNone
The situation
A medical imaging clinic in Guelph, Ontario received a proposal letter opening a review of dentists & orthodontists accounting and tax. The CRA had identified a previous accountant with no experience of this sector and proposed an adjustment of $60,000, with 30 days to respond.
What we did
We treated the response as an evidence exercise rather than an argument. We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end, then indexed every supporting document against the specific line the auditor had questioned.
The result
The proposed adjustment was withdrawn in full — all $60,000 of it. The file closed in 4 weeks with no change to the assessed amounts and no penalty.
Reviewed for the 2025 tax year by Udit Gupta, Certified Tax Accountant. Figures describe representative engagements of this type; outcomes depend on your own facts. Client names and identifying details are omitted for confidentiality.
