6 Business Accounting 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 business accounting work, not a general example.
Case Study 1 · Backlog brought current
$114,000 Of Arbitrary Assessments Vacated After 3 Years — Service Business with Seasonal, Kelowna
Client: A service business with seasonal revenue · Where: Kelowna, British Columbia · Engagement: 6 weeks, fixed fee
Arbitrary tax vacated$114,000
Years brought current3
Account statusCurrent
The situation
3 years of unfiled returns had turned into notional assessments at a service business with seasonal revenue in Kelowna, British Columbia, with positions taken on prior returns that nobody could explain or support underneath. Collections had already started.
What we did
We consolidated the work into a single engagement so the corporate, sales tax and payroll filings finally reconciled to each other, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly.
The result
All 3 years were accepted as filed. $114,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 3 years.
Case Study 2 · Sale and succession
Share Sale Restructured, $375,000 Less Tax On Closing — Second-Generation Family Company, Brampton
Client: A second-generation family company · Where: Brampton, Ontario · Engagement: 4 weeks, fixed fee
Tax saved on closing$375,000
PriceAs agreed
Post-closing adjustmentsNone
The situation
A second-generation family company in Brampton, Ontario 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, rebuilt the supporting records, corrected the affected filings, and set a compliance calendar covering every deadline the business actually carries, and prepared the due-diligence package the buyer's advisers actually asked for.
The result
The deal closed at the agreed price. $375,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 3 · Missed incentive claimed
$36,500 In Credits Claimed That Prior Filings Had Missed — Independent Retailer, Ottawa
An independent retailer in Ottawa, Ontario had been filing for 7 years without ever claiming the incentives its activity qualified for. Behind that sat records that could not support the positions already taken on filed returns.
What we did
We tested each activity against the eligibility criteria rather than the description on the invoice, then brought the outstanding filings current and negotiated an arrangement that stopped the interest from compounding further.
The result
$36,500 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 4 · CRA review defended
$21,500 Proposed Adjustment Withdrawn In Full — Owner-Managed Corporation, Guelph
An owner-managed corporation in Guelph, Ontario received a proposal letter opening a review of business accounting. The CRA had identified records that could not support the positions already taken on filed returns and proposed an adjustment of $21,500, with 30 days to respond.
What we did
We treated the response as an evidence exercise rather than an argument. We documented the positions taken, retained the supporting analysis, and prepared the file so a review could be answered in days rather than weeks, then indexed every supporting document against the specific line the auditor had questioned.
The result
The proposed adjustment was withdrawn in full — all $21,500 of it. The file closed in 10 weeks with no change to the assessed amounts and no penalty.
Case Study 5 · Scaling without breaking
Second-Province Expansion Handled, $109,000 Of Cash Released — Growing Small Business, Regina
Client: A growing small business · Where: Regina, Saskatchewan · Engagement: 6 weeks, fixed fee
Cash released$109,000
New registrationsComplete on day one
Compliance gapsNone
The situation
Revenue at a growing small business in Regina, Saskatchewan was up sharply and cash was tighter than ever. Underneath it sat filings handled by three different providers with no continuity between them.
What we did
We consolidated the work into a single engagement so the corporate, sales tax and payroll filings finally reconciled to each other. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result
$109,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.
Case Study 6 · Planning that cut the bill
Remuneration Review Saved $37,000 Across Corporate And Personal Returns — Professional Practice, Winnipeg
Client: A professional practice · Where: Winnipeg, Manitoba · Engagement: 3 weeks, fixed fee
Combined saving$37,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation
Nothing was wrong at a professional practice in Winnipeg, Manitoba — the filings were on time and accurate. What they were not was planned. Positions taken on prior returns that nobody could explain or support had never been reviewed.
What we did
We rebuilt the supporting records, corrected the affected filings, and set a compliance calendar covering every deadline the business actually carries, 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
$37,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
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.
