6 Campbellton 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 Campbellton and its provincial tax regime, not a general example.
Case Study 1 · Planning that cut the bill
Remuneration Review Saved $53,000 Across Corporate And Personal Returns — Mobile App Studio, Campbellton
Client: A mobile app studio · Where: Campbellton, New Brunswick · Engagement: 9 weeks, fixed fee
Combined saving$53,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation
Nothing was wrong at a mobile app studio in Campbellton, New Brunswick — the filings were on time and accurate. What they were not was planned. Instalments still calculated on a year the business had long outgrown had never been reviewed.
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 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
$53,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 2 · Records and systems rebuilt
18 Months Reconciled And $7,200 Of Input Tax Recovered — Refrigerated Transport Company, Campbellton
Client: A refrigerated transport company · Where: Campbellton, New Brunswick · Engagement: 4 weeks, fixed fee
Months reconciled18
Input tax recovered$7,200
Close time5 days
The situation
A refrigerated transport company in Campbellton, New Brunswick was carrying out-of-province sales billed at the NB rate instead of the customer’s. Nothing reconciled, and every filing started with 18 months of cleanup.
What we did
We rebuilt from source rather than correcting on top of the existing file. 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 the routine that keeps it clean.
The result
18 months reconciled to the bank. The close now takes 5 days, and $7,200 of previously unclaimable input tax was recovered in the process.
Case Study 3 · Objection and relief
Desk-Review Assessment Of $37,500 Vacated — Courier Fleet, Campbellton
Client: A courier fleet · Where: Campbellton, New Brunswick · Engagement: 9 weeks, fixed fee
Assessment vacated$37,500
Supporting recordsNow on file
AccountCleared
The situation
A courier fleet in Campbellton, New Brunswick was carrying $37,500 of penalties and interest arising from sector-specific exposure the previous accountant had not seen before, much of it accumulated during a period the CRA itself had delayed.
What we did
We assessed and claimed New Brunswick Research and Development Tax Credit alongside the federal return and framed the relief application on the specific grounds the CRA guidelines recognise rather than on general hardship.
The result
The assessment was vacated. $37,500 came off the account, and the documentation now on file makes the same position straightforward to defend next time.
Case Study 4 · Backlog brought current
Collections Halted And $103,000 Cut From A 7-Year Backlog — Regional Freight Carrier, Campbellton
Client: A regional freight carrier · Where: Campbellton, New Brunswick · Engagement: 9 weeks, fixed fee
Balance reduced by$103,000
Backlog cleared7 years
CollectionsHalted
The situation
By the time a regional freight carrier in Campbellton, New Brunswick called, 7 years were outstanding and the CRA had assessed on estimates. Underneath it sat 15% HST charged on every sale regardless of where the customer was located.
What we did
We reconstructed the records year by year and assessed and claimed New Brunswick Small Business Investor Tax Credit alongside the federal return. Each filing replaced an arbitrary assessment with a real one.
The result
The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $103,000, and a relief application addressed part of the accumulated interest.
Case Study 5 · Missed incentive claimed
$86,000 Credit Claim Filed And Accepted Without Adjustment — Fishing Enterprise, Campbellton
Client: A fishing enterprise · Where: Campbellton, New Brunswick · Engagement: 10 weeks, fixed fee
Claim value$86,000
AcceptedWithout adjustment
RepeatableAnnually
The situation
A fishing enterprise in Campbellton, New Brunswick assumed the credits did not apply to a business its size. New Brunswick Research and Development Tax Credit eligibility that had never been assessed meant they had applied all along.
What we did
We identified the qualifying activity, built the documentation to support it, and recalculated the corporate tax at the 11.5% combined small business rate and rebased the instalments on the current year.
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.
Case Study 6 · Scaling without breaking
Scaled To 85 Staff With $91,000 Of Working Capital Freed — Oilfield Services Company, Campbellton
Client: An oilfield services company · Where: Campbellton, New Brunswick · Engagement: 7 weeks, fixed fee
Headcount reached85
Working capital freed$91,000
Missed deadlinesZero
The situation
An oilfield services company in Campbellton, New Brunswick was growing fast — headcount to 85 in eighteen months — and the back office had not kept up. Instalments still calculated on a year the business had long outgrown was the first thing to break.
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, and built the compliance calendar for the size the business was becoming rather than the size it had been.
The result
The business reached 85 staff with no missed remittance and no late filing. $91,000 of working capital was freed in the process.
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.
