6 Orillia 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 Orillia and its provincial tax regime, not a general example.
Case Study 1 · CRA review defended
$77,000 Reassessment Reduced To Nil On Review — Psychology Practice, Orillia
Client: A psychology practice · Where: Orillia, Ontario · Engagement: 8 weeks, fixed fee
Reassessment reduced toNil
Tax protected$77,000
Prior filingsUndisturbed
The situation
A review notice arrived at a psychology practice in Orillia, Ontario covering its on tax and accounting file for two tax years. The auditor's working position was an adjustment of $77,000, driven by 13% HST charged on every sale regardless of where the customer was located.
What we did
Rather than negotiate, we rebuilt the record. We recalculated the corporate tax at the 12.2% combined small business rate and rebased the instalments on the current year 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 $77,000 and leaving the prior filings undisturbed.
Case Study 2 · Missed incentive claimed
$15,000 Credit Claim Filed And Accepted Without Adjustment — Millwork Shop, Orillia
A millwork shop in Orillia, Ontario assumed the credits did not apply to a business its size. Ontario Made Manufacturing Investment 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 registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty.
The result
$15,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
Case Study 3 · Sale and succession
Intergenerational Transfer Completed With $725,000 Deferred — Captive Insurance Manager, Orillia
A generational transfer at a captive insurance manager in Orillia, Ontario had been discussed for years without a plan. Passive assets sitting inside the operating company, disqualifying the shares meant the transfer as contemplated would have been fully taxable.
What we did
We assessed and claimed Ontario Innovation Tax Credit alongside the federal return, sequencing the steps so each one was complete and documented before the next depended on it.
The result
$725,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 4 · Backlog brought current
Collections Halted And $35,000 Cut From A 5-Year Backlog — Two-Dentist Practice, Orillia
Client: A two-dentist practice · Where: Orillia, Ontario · Engagement: 9 weeks, fixed fee
Balance reduced by$35,000
Backlog cleared5 years
CollectionsHalted
The situation
By the time a two-dentist practice in Orillia, Ontario called, 5 years were outstanding and the CRA had assessed on estimates. Underneath it sat sector-specific exposure the previous accountant had not seen before.
What we did
We reconstructed the records year by year and assessed and claimed Ontario Made Manufacturing Investment 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 $35,000, and a relief application addressed part of the accumulated interest.
Case Study 5 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $12,500 Saved Each Year — Plastics Moulder, Orillia
A plastics moulder in Orillia, Ontario had outgrown the structure it started with. Instalments still calculated on a year the business had long outgrown was the immediate problem; the longer-term one was that the structure blocked the next step.
What we did
We mapped the current structure, modelled the target, and rebuilt the sales ledger by customer location, applied the correct place-of-supply rate to each stream, and filed the adjusted HST returns — with the tax-deferred elections filed on time and the supporting valuations documented.
The result
The reorganisation completed without triggering tax, and the new structure saves approximately $12,500 a year while removing the exposure the old one carried.
Case Study 6 · Objection and relief
$104,000 Of Penalties And Interest Cancelled On Relief — Investment Advisory Firm, Orillia
An assessment of $104,000 landed at an investment advisory firm in Orillia, Ontario following a desk review. The auditor had not seen the records behind 13% HST charged on every sale regardless of where the customer was located.
What we did
We recalculated the corporate tax at the 12.2% combined small business rate and rebased the instalments on the current year, then set out the legislative basis for the position alongside the documents supporting it.
The result
$104,000 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.
