6 Corporate Tax Filing 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 corporate tax filing work, not a general example.
Case Study 1 · Missed incentive claimed
Incentive Review Recovered $25,000 Across 5 Open Years — First-Year Startup, Vancouver
Client: A first-year startup · Where: Vancouver, British Columbia · Engagement: 11 weeks, fixed fee
Recovered$25,000
Open years claimed5
Ongoing trackingIn place
The situation
An incentive review at a first-year startup in Vancouver, British Columbia started from a simple question: what has never been claimed? The answer ran to 5 years, driven by filings handled by three different providers with no continuity between them.
What we did
We rebuilt the supporting records, corrected the affected filings, and set a compliance calendar covering every deadline the business actually carries, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result
The credits produced $25,000 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 2 · Sale and succession
Intergenerational Transfer Completed With $575,000 Deferred — Family Enterprise, London
Client: A family enterprise · Where: London, Ontario · Engagement: 9 weeks, fixed fee
Tax deferred$575,000
TransferCompleted
RecordsReview-ready
The situation
A generational transfer at a family enterprise in London, 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 consolidated the work into a single engagement so the corporate, sales tax and payroll filings finally reconciled to each other, sequencing the steps so each one was complete and documented before the next depended on it.
The result
$575,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 3 · Backlog brought current
Collections Halted And $130,000 Cut From A 7-Year Backlog — Professional Practice, Barrie
Client: A professional practice · Where: Barrie, Ontario · Engagement: 7 weeks, fixed fee
Balance reduced by$130,000
Backlog cleared7 years
CollectionsHalted
The situation
By the time a professional practice in Barrie, Ontario called, 7 years were outstanding and the CRA had assessed on estimates. Underneath it sat a balance that had been accruing daily compound interest for two years.
What we did
We reconstructed the records year by year and documented the positions taken, retained the supporting analysis, and prepared the file so a review could be answered in days rather than weeks. 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 $130,000, and a relief application addressed part of the accumulated interest.
Case Study 4 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $67,000 Saved Each Year — Growing Small Business, Ottawa
Client: A growing small business · Where: Ottawa, Ontario · Engagement: 11 weeks, fixed fee
Annual saving$67,000
Tax on reorganisationDeferred
Elections filedOn time
The situation
A growing small business in Ottawa, Ontario had outgrown the structure it started with. Positions taken on prior returns that nobody could explain or support 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 brought the outstanding filings current and negotiated an arrangement that stopped the interest from compounding further — 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 $67,000 a year while removing the exposure the old one carried.
Case Study 5 · Objection and relief
Desk-Review Assessment Of $91,000 Vacated — Owner-Managed Corporation, Regina
An owner-managed corporation in Regina, Saskatchewan was carrying $91,000 of penalties and interest arising from filings handled by three different providers with no continuity between them, much of it accumulated during a period the CRA itself had delayed.
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 framed the relief application on the specific grounds the CRA guidelines recognise rather than on general hardship.
The result
The assessment was vacated. $91,000 came off the account, and the documentation now on file makes the same position straightforward to defend next time.
Case Study 6 · Deadline rescue
6-Week Turnaround Beat The Deadline And Saved $92,000 — Independent Retailer, Lethbridge
Client: An independent retailer · Where: Lethbridge, Alberta · Engagement: 6 weeks, fixed fee
Late-filing penalty avoided$92,000
Filed with13 days to spare
Next yearPapers ready
The situation
With the deadline for corporate tax filing weeks away, an independent retailer in Lethbridge, Alberta was carrying records that could not support the positions already taken on filed returns. The exposure if the date slipped was around $92,000.
What we did
We consolidated the work into a single engagement so the corporate, sales tax and payroll filings finally reconciled to each other. The filing went in complete rather than provisional, so there was no amended return to follow.
The result
Filed with 13 days to spare. $92,000 in late-filing penalties avoided, and the working papers are ready for the following year.
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.
