6 worked Home Care & Senior Care Providers 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 home care & senior care providers work, not a specific client's file.
Case Study 1 · Missed incentive claimed
Incentive Review Recovered $21,000 Across 4 Open Years — Physiotherapy Group, Vancouver
Client: A physiotherapy group · Where: Vancouver, British Columbia · Engagement: 8 weeks, fixed fee
Recovered$21,000
Open years claimed4
Ongoing trackingIn place
The situation — A physiotherapy group, Vancouver, British Columbia
An incentive review at a physiotherapy group in Vancouver, British Columbia started from a simple question: what has never been claimed? The answer ran to 4 years. It was driven by provincial credits left unclaimed alongside every federal filing.
What we did for A physiotherapy group, Vancouver, British Columbia
We reassigned the asset classes on the CCA schedule and corrected the opening balances. We documented eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result — A physiotherapy group, Vancouver, British Columbia
The credits produced $21,000 across the open years. The tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 2 · Records and systems rebuilt
Books Rebuilt From Source, $14,500 In Unclaimed Input Tax Found — Family Medicine Clinic, Victoria
Client: A family medicine clinic · Where: Victoria, British Columbia · Engagement: 4 weeks, fixed fee
Unclaimed tax found$14,500
Records rebuilt29 months
ProcessDocumented
The situation — A family medicine clinic, Victoria, British Columbia
A family medicine clinic in Victoria, British Columbia could not answer basic questions about its own numbers. A previous accountant with no experience of this sector sat between the bank statements and the ledger.
What we did for A family medicine clinic, Victoria, British Columbia
We rebuilt the chart of accounts around how a home care & senior care providers business actually earns and spends. We then documented the process so the work does not depend on any one person remembering how it was done.
The result — A family medicine clinic, Victoria, British Columbia
Records rebuilt and reconciled, $14,500 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 3 · Sale and succession
Share Sale Restructured, $185,000 Less Tax On Closing — Two-Dentist Practice, Surrey
Client: A two-dentist practice · Where: Surrey, British Columbia · Engagement: 9 weeks, fixed fee
Tax saved on closing$185,000
PriceAs agreed
Post-closing adjustmentsNone
The situation — A two-dentist practice, Surrey, British Columbia
A two-dentist practice in Surrey, British Columbia was preparing to sell. Due diligence surfaced a shareholder loan balance that would have been picked up as income on closing. That would have reduced the price or killed the deal outright.
What we did for A two-dentist practice, Surrey, British Columbia
We cleaned up the historical file. We reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed. Then we prepared the due-diligence package the buyer's advisers actually asked for.
The result — A two-dentist practice, Surrey, British Columbia
The deal closed at the agreed price. $185,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Client: A home-care nursing agency · Where: Lethbridge, Alberta · Engagement: 6 weeks, fixed fee
Overpayment refunded$103,000
Late remittances sinceZero
ScheduleAutomated
The situation — A home-care nursing agency, Lethbridge, Alberta
Remittances at a home-care nursing agency in Lethbridge, Alberta were consistently late by a few days. That was enough to trigger penalties every quarter. Behind it sat equipment and asset classes assigned by guesswork rather than the CCA schedule.
What we did for A home-care nursing agency, Lethbridge, Alberta
We documented the positions to the standard the CRA applies to this sector specifically. Then we moved the remittance dates into a scheduled process rather than a monthly decision.
The result — A home-care nursing agency, Lethbridge, Alberta
Penalties stopped from the following remittance onwards, and $103,000 of overpaid instalments was refunded.
Case Study 5 · Backlog brought current
Collections Halted And $124,000 Cut From A 5-Year Backlog — Medical Imaging Clinic, Regina
Client: A medical imaging clinic · Where: Regina, Saskatchewan · Engagement: 10 weeks, fixed fee
Balance reduced by$124,000
Backlog cleared5 years
CollectionsHalted
The situation — A medical imaging clinic, Regina, Saskatchewan
By the time a medical imaging clinic in Regina, Saskatchewan called, 5 years were outstanding. The CRA had assessed on estimates. Underneath it sat seasonal revenue reported without matching the costs that produced it.
What we did for A medical imaging clinic, Regina, Saskatchewan
We reconstructed the records year by year. We 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 medical imaging clinic, Regina, Saskatchewan
The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $124,000, and a relief application addressed part of the accumulated interest.
Case Study 6 · Planning that cut the bill
$59,000 Cut From The Annual Tax Bill — Pharmacy, Ottawa
A pharmacy in Ottawa, Ontario was compliant but paying more than it needed to. The prior year had been filed correctly. It still left sector deductions claimed on a general-business basis rather than the home care & senior care providers rules on the table.
What we did for A pharmacy, Ottawa, Ontario
We modelled the current position against the alternatives before changing anything. Then we reassigned the asset classes on the CCA schedule and corrected the opening balances.
The result — A pharmacy, Ottawa, Ontario
The change saved $59,000 in the first year and repeats annually. Nothing about the filings became more aggressive. The position is simply the one the rules already allowed.
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.
