6 Podiatrists & Foot Clinics 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 podiatrists & foot clinics work, not a general example.
Case Study 1 · Planning that cut the bill
Remuneration Review Saved $23,500 Across Corporate And Personal Returns — Home-Care Nursing Agency, Hamilton
Nothing was wrong at a home-care nursing agency in Hamilton, Ontario — the filings were on time and accurate. What they were not was planned. Seasonal revenue reported without matching the costs that produced it had never been reviewed.
What we did
We reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed, and ran the numbers across both the corporate and personal returns so the saving was real rather than deferred into someone else's hands.
The result
$23,500 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 2 · Backlog brought current
$71,000 Of Arbitrary Assessments Vacated After 5 Years — Pharmacy, Vancouver
Client: A pharmacy · Where: Vancouver, British Columbia · Engagement: 5 weeks, fixed fee
Arbitrary tax vacated$71,000
Years brought current5
Account statusCurrent
The situation
5 years of unfiled returns had turned into notional assessments at a pharmacy in Vancouver, British Columbia, with industry-specific reporting obligations nobody had flagged underneath. Collections had already started.
What we did
We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly.
The result
All 5 years were accepted as filed. $71,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 5 years.
Case Study 3 · Cash and remittance control
Instalments Rebased, $136,000 Of Cash Returned To The Business — Psychology Practice, Kelowna
Client: A psychology practice · Where: Kelowna, British Columbia · Engagement: 11 weeks, fixed fee
Cash returned$136,000
Instalment basisCurrent year
ReviewedQuarterly
The situation
A psychology practice in Kelowna, British Columbia 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 $136,000 of cash.
What we did
We rebased the instalments on the current-year estimate rather than the prior-year default, and rebuilt the chart of accounts around how a podiatrists & foot clinics business actually earns and spends.
The result
$136,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 4 · Sale and succession
Share Sale Restructured, $320,000 Less Tax On Closing — Optometry Practice, Red Deer
Client: An optometry practice · Where: Red Deer, Alberta · Engagement: 9 weeks, fixed fee
Tax saved on closing$320,000
PriceAs agreed
Post-closing adjustmentsNone
The situation
An optometry practice in Red Deer, Alberta was preparing to sell. Due diligence surfaced no valuation on file to support the price the parties had agreed, which would have reduced the price or killed the deal outright.
What we did
We cleaned up the historical file, documented the positions to the standard the CRA applies to this sector specifically, and prepared the due-diligence package the buyer's advisers actually asked for.
The result
The deal closed at the agreed price. $320,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 5 · Records and systems rebuilt
Month-End Close Cut From 8 Weeks To 5 Days — Family Medicine Clinic, London
Client: A family medicine clinic · Where: London, Ontario · Engagement: 8 weeks, fixed fee
Close time before8 weeks
Close time after5 days
Year-endReview, not rebuild
The situation
The accounting file at a family medicine clinic in London, Ontario was built on sector deductions claimed on a general-business basis rather than the podiatrists & foot clinics rules. The year-end had taken 8 weeks each of the last three years.
What we did
We reassigned the asset classes on the CCA schedule and corrected the opening balances and moved the reconciliations into the monthly cycle, so the year-end stopped being a rebuild.
The result
The file reconciles. Month-end closes in 5 days instead of 8 weeks, and the year-end is a review rather than a reconstruction.
Case Study 6 · Missed incentive claimed
$86,000 Credit Claim Filed And Accepted Without Adjustment — Two-Dentist Practice, Winnipeg
Client: A two-dentist practice · Where: Winnipeg, Manitoba · Engagement: 9 weeks, fixed fee
Claim value$86,000
AcceptedWithout adjustment
RepeatableAnnually
The situation
A two-dentist practice in Winnipeg, Manitoba assumed the credits did not apply to a business its size. Provincial credits left unclaimed alongside every federal filing meant they had applied all along.
What we did
We identified the qualifying activity, built the documentation to support it, and reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed.
The result
$86,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
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.
