6 Family Doctors & GPs 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 family doctors & gps work, not a general example.
Client: A physiotherapy group · Where: Windsor, Ontario · Engagement: 7 weeks, fixed fee
Proposed tax cleared$74,000
Review duration7 weeks
OutcomeNo change
The situation
A physiotherapy group in Windsor, Ontario was selected for review after a previous accountant with no experience of this sector showed up in the CRA's automated matching. The proposed adjustment on family doctors & gps accounting and tax came to $74,000.
What we did
We reassigned the asset classes on the CCA schedule and corrected the opening balances. Every figure in the response traced to a source record the auditor could verify without asking a second question.
The result
The review closed with no change. $74,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 2 · Deadline rescue
Filed On Time From A Standing Start, $83,000 Penalty Avoided — Chiropractic Clinic, Regina
A chiropractic clinic in Regina, Saskatchewan came to us 11 weeks before its filing deadline with a chart of accounts that told the owner nothing about family doctors & gps margin. A late filing would have triggered a penalty of roughly $83,000 before interest.
What we did
We worked backwards from the deadline. We rebuilt the chart of accounts around how a family doctors & gps business actually earns and spends, prioritising the items that actually gated the filing and deferring everything that did not.
The result
The return was filed on time and complete. The $83,000 penalty never arose, and the compliance calendar we set means the next deadline is scheduled rather than discovered.
Case Study 3 · Missed incentive claimed
Incentive Review Recovered $62,000 Across 3 Open Years — Two-Dentist Practice, Saskatoon
Client: A two-dentist practice · Where: Saskatoon, Saskatchewan · Engagement: 3 weeks, fixed fee
Recovered$62,000
Open years claimed3
Ongoing trackingIn place
The situation
An incentive review at a two-dentist practice in Saskatoon, Saskatchewan started from a simple question: what has never been claimed? The answer ran to 3 years, driven by provincial credits left unclaimed alongside every federal filing.
What we did
We reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result
The credits produced $62,000 across the open years, and the tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 4 · Records and systems rebuilt
Books Rebuilt From Source, $9,000 In Unclaimed Input Tax Found — Veterinary Hospital, Winnipeg
A veterinary hospital in Winnipeg, Manitoba 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 documented the positions to the standard the CRA applies to this sector specifically, 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, $9,000 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 5 · Sale and succession
Intergenerational Transfer Completed With $875,000 Deferred — Medical Imaging Clinic, Vancouver
Client: A medical imaging clinic · Where: Vancouver, British Columbia · Engagement: 11 weeks, fixed fee
Tax deferred$875,000
TransferCompleted
RecordsReview-ready
The situation
A generational transfer at a medical imaging clinic in Vancouver, British Columbia had been discussed for years without a plan. No valuation on file to support the price the parties had agreed meant the transfer as contemplated would have been fully taxable.
What we did
We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end, sequencing the steps so each one was complete and documented before the next depended on it.
The result
$875,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 6 · Cash and remittance control
Instalments Rebased, $118,000 Of Cash Returned To The Business — Optometry Practice, Guelph
Client: An optometry practice · Where: Guelph, Ontario · Engagement: 8 weeks, fixed fee
Cash returned$118,000
Instalment basisCurrent year
ReviewedQuarterly
The situation
An optometry practice in Guelph, Ontario 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 $118,000 of cash.
What we did
We rebased the instalments on the current-year estimate rather than the prior-year default, and reassigned the asset classes on the CCA schedule and corrected the opening balances.
The result
$118,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
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.
