6 Bathurst 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 Bathurst and its provincial tax regime, not a general example.
Case Study 1 · Records and systems rebuilt
Month-End Close Cut From 8 Weeks To 5 Days — Mining Services Supplier, Bathurst
Client: A mining services supplier · Where: Bathurst, New Brunswick · Engagement: 5 weeks, fixed fee
Close time before8 weeks
Close time after5 days
Year-endReview, not rebuild
The situation
The accounting file at a mining services supplier in Bathurst, New Brunswick was built on out-of-province sales billed at the NB rate instead of the customer’s. The year-end had taken 8 weeks each of the last three years.
What we did
We recalculated the corporate tax at the 11.5% combined small business rate and rebased the instalments on the current year 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 2 · CRA review defended
$102,000 Reassessment Reduced To Nil On Review — Rideshare Fleet Owner, Bathurst
Client: A rideshare fleet owner · Where: Bathurst, New Brunswick · Engagement: 11 weeks, fixed fee
Reassessment reduced toNil
Tax protected$102,000
Prior filingsUndisturbed
The situation
A review notice arrived at a rideshare fleet owner in Bathurst, New Brunswick covering its nb tax and accounting file for two tax years. The auditor's working position was an adjustment of $102,000, driven by sector-specific exposure the previous accountant had not seen before.
What we did
Rather than negotiate, we rebuilt the record. We rebuilt the sales ledger by customer location, applied the correct place-of-supply rate to each stream, and filed the adjusted HST returns 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 $102,000 and leaving the prior filings undisturbed.
Case Study 3 · Structure rebuilt
Corporate Structure Rebuilt For $48,000 Of Annual Savings — Digital Product Agency, Bathurst
Client: A digital product agency · Where: Bathurst, New Brunswick · Engagement: 8 weeks, fixed fee
Saving per year$48,000
DocumentationComplete
Transfer basisRollover
The situation
The structure at a digital product agency in Bathurst, New Brunswick had been set up years earlier for a business that no longer existed, and 15% HST charged on every sale regardless of where the customer was located had become expensive.
What we did
We assessed and claimed New Brunswick Research and Development Tax Credit alongside the federal return. The reorganisation used the rollover provisions rather than a taxable transfer, so no tax fell due on the restructuring itself.
The result
$48,000 of annual saving, achieved on a tax-deferred basis. The minute book, elections and valuations are all in the file.
Case Study 4 · Cash and remittance control
Instalments Rebased, $88,000 Of Cash Returned To The Business — Regional Freight Carrier, Bathurst
Client: A regional freight carrier · Where: Bathurst, New Brunswick · Engagement: 10 weeks, fixed fee
Cash returned$88,000
Instalment basisCurrent year
ReviewedQuarterly
The situation
A regional freight carrier in Bathurst, New Brunswick was paying instalments calculated on a prior year that no longer reflected the business. Payroll obligations from another province applied to local staff by an out-of-province provider was tying up $88,000 of cash.
What we did
We rebased the instalments on the current-year estimate rather than the prior-year default, and assessed and claimed New Brunswick Small Business Investor Tax Credit alongside the federal return.
The result
$88,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 5 · Missed incentive claimed
Incentive Review Recovered $21,000 Across 6 Open Years — Mobile App Studio, Bathurst
Client: A mobile app studio · Where: Bathurst, New Brunswick · Engagement: 6 weeks, fixed fee
Recovered$21,000
Open years claimed6
Ongoing trackingIn place
The situation
An incentive review at a mobile app studio in Bathurst, New Brunswick started from a simple question: what has never been claimed? The answer ran to 6 years, driven by New Brunswick Research and Development Tax Credit eligibility that had never been assessed.
What we did
We recalculated the corporate tax at the 11.5% combined small business rate and rebased the instalments on the current year, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result
The credits produced $21,000 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 6 · Objection and relief
$13,000 Of Penalties And Interest Cancelled On Relief — Solar Installation Company, Bathurst
Client: A solar installation company · Where: Bathurst, New Brunswick · Engagement: 11 weeks, fixed fee
Penalties and interest cancelled$13,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
An assessment of $13,000 landed at a solar installation company in Bathurst, New Brunswick following a desk review. The auditor had not seen the records behind out-of-province sales billed at the NB rate instead of the customer’s.
What we did
We rebuilt the sales ledger by customer location, applied the correct place-of-supply rate to each stream, and filed the adjusted HST returns, then set out the legislative basis for the position alongside the documents supporting it.
The result
$13,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
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.
