6 Specialists & Surgeons 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 specialists & surgeons work, not a general example.
Client: A home-care nursing agency · Where: Moncton, New Brunswick · Engagement: 9 weeks, fixed fee
Penalty cancelled$16,500
Relief applicationGranted
ReturnAccepted as filed
The situation
A home-care nursing agency in Moncton, New Brunswick had already missed one deadline and was about to miss a second. Behind it sat seasonal revenue reported without matching the costs that produced it, and a penalty of $16,500 was accruing.
What we did
We split the work into what had to happen before the deadline and what could follow it, then reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed.
The result
The outstanding return was accepted as filed, and the taxpayer relief application cancelled $16,500 of the penalty already assessed on the earlier year.
Case Study 2 · CRA review defended
$139,000 Reassessment Reduced To Nil On Review — Family Medicine Clinic, Burnaby
Client: A family medicine clinic · Where: Burnaby, British Columbia · Engagement: 8 weeks, fixed fee
Reassessment reduced toNil
Tax protected$139,000
Prior filingsUndisturbed
The situation
A review notice arrived at a family medicine clinic in Burnaby, British Columbia covering specialists & surgeons accounting and tax for two tax years. The auditor's working position was an adjustment of $139,000, driven by industry-specific reporting obligations nobody had flagged.
What we did
Rather than negotiate, we rebuilt the record. We aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end and submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result
The auditor accepted the documented position and closed the review without adjustment, protecting $139,000 and leaving the prior filings undisturbed.
Case Study 3 · Objection and relief
$140,000 Of Penalties And Interest Cancelled On Relief — Optometry Practice, Ottawa
Client: An optometry practice · Where: Ottawa, Ontario · Engagement: 9 weeks, fixed fee
Penalties and interest cancelled$140,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
An assessment of $140,000 landed at an optometry practice in Ottawa, Ontario following a desk review. The auditor had not seen the records behind equipment and asset classes assigned by guesswork rather than the CCA schedule.
What we did
We rebuilt the chart of accounts around how a specialists & surgeons business actually earns and spends, then set out the legislative basis for the position alongside the documents supporting it.
The result
$140,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 4 · Scaling without breaking
Growth Handled Without A Missed Filing, $57,000 Freed — Psychology Practice, Guelph
Client: A psychology practice · Where: Guelph, Ontario · Engagement: 9 weeks, fixed fee
Cash freed$57,000
Compliance failuresNone
ReportingMonthly
The situation
A psychology practice in Guelph, Ontario was opening in a second province — different filing obligations, a different payroll regime, and a chart of accounts that told the owner nothing about specialists & surgeons margin already in the file.
What we did
We documented the positions to the standard the CRA applies to this sector specifically and put monthly reporting in place so the owner could see the cash effect of growth while there was still time to act on it.
The result
Growth was absorbed without a compliance failure. $57,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
A pharmacy in Kitchener, Ontario was carrying sector deductions claimed on a general-business basis rather than the specialists & surgeons rules, and every option for fixing it ran through a reorganisation that had to be done without triggering tax.
What we did
Working with the client's lawyer, we reassigned the asset classes on the CCA schedule and corrected the opening balances and prepared the elections, resolutions and valuations the structure needed to stand up.
The result
The structure now matches the business. Annual saving of $69,000, and the reorganisation itself was tax-neutral.
Case Study 6 · Planning that cut the bill
$42,000 Saved By Correcting What Prior Filings Had Missed — Two-Dentist Practice, Surrey
Client: A two-dentist practice · Where: Surrey, British Columbia · Engagement: 6 weeks, fixed fee
Saving identified$42,000
RecurringYes
Positions documentedAll
The situation
A two-dentist practice in Surrey, British Columbia asked for a second opinion on specialists & surgeons accounting and tax after three years of rising tax. The review found a previous accountant with no experience of this sector.
What we did
We built the comparison first — current structure against two alternatives — and then reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed.
The result
First-year saving of $42,000, with the same benefit recurring. Every position taken is documented and supported in the file.
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.
