6 Non-Profit Incorporation 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 non-profit incorporation work, not a general example.
Case Study 1 · Backlog brought current
$66,000 Of Arbitrary Assessments Vacated After 6 Years — Founder Setting Up a, Regina
Client: A founder setting up a holding structure · Where: Regina, Saskatchewan · Engagement: 11 weeks, fixed fee
Arbitrary tax vacated$66,000
Years brought current6
Account statusCurrent
The situation
6 years of unfiled returns had turned into notional assessments at a founder setting up a holding structure in Regina, Saskatchewan, with a single class of common shares that made income splitting impossible underneath. Collections had already started.
What we did
We revived the corporation, filed the outstanding annual returns, and set a compliance calendar covering both the corporate registry and the CRA, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly.
The result
All 6 years were accepted as filed. $66,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 6 years.
Client: A contractor incorporating for liability reasons · Where: Winnipeg, Manitoba · Engagement: 10 weeks, fixed fee
Annual saving$44,000
ReorganisationTax-neutral
StructureMatches operations
The situation
A contractor incorporating for liability reasons in Winnipeg, Manitoba was carrying GST/HST collected for eight months before the RT account was ever opened, and every option for fixing it ran through a reorganisation that had to be done without triggering tax.
What we did
Working with the client's lawyer, we restructured the share capital so dividends could be directed deliberately, respecting the TOSI rules and prepared the elections, resolutions and valuations the structure needed to stand up.
The result
The structure now matches the business. Annual saving of $44,000, and the reorganisation itself was tax-neutral.
Remittances at an e-commerce seller incorporating federally in Guelph, Ontario were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat a corporation dissolved administratively for missed annual returns while still operating.
What we did
We reconstructed the minute book with resolutions for each historical dividend and share transaction, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result
Penalties stopped from the following remittance onwards, and $52,000 of overpaid instalments was refunded.
Case Study 4 · Planning that cut the bill
$37,000 Saved By Correcting What Prior Filings Had Missed — Consultant Incorporating After Two, Kitchener
Client: A consultant incorporating after two years of self-employment · Where: Kitchener, Ontario · Engagement: 9 weeks, fixed fee
Saving identified$37,000
RecurringYes
Positions documentedAll
The situation
A consultant incorporating after two years of self-employment in Kitchener, Ontario asked for a second opinion on non-profit incorporation after three years of rising tax. The review found a December 31 year-end chosen by default that put the balance due at the worst point in the cash cycle.
What we did
We built the comparison first — current structure against two alternatives — and then selected a year-end that put the balance-due date after the seasonal cash peak, then registered every program account the business actually needed.
The result
First-year saving of $37,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 5 · Scaling without breaking
Growth Handled Without A Missed Filing, $46,000 Freed — Family Business Adding a, Hamilton
Client: A family business adding a second class of shares · Where: Hamilton, Ontario · Engagement: 3 weeks, fixed fee
Cash freed$46,000
Compliance failuresNone
ReportingMonthly
The situation
A family business adding a second class of shares in Hamilton, Ontario was opening in a second province — different filing obligations, a different payroll regime, and dividends paid for three years with no directors’ resolutions behind them already in the file.
What we did
We revived the corporation, filed the outstanding annual returns, and set a compliance calendar covering both the corporate registry and the CRA and put monthly reporting in place so the owner could see the cash effect of growth while there was still time to act on it.
The result
Growth was absorbed without a compliance failure. $46,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 6 · Deadline rescue
11-Week Turnaround Beat The Deadline And Saved $95,000 — Trades Business Incorporating Provincially, Lethbridge
Client: A trades business incorporating provincially · Where: Lethbridge, Alberta · Engagement: 11 weeks, fixed fee
Late-filing penalty avoided$95,000
Filed with8 days to spare
Next yearPapers ready
The situation
With the deadline for non-profit incorporation weeks away, a trades business incorporating provincially in Lethbridge, Alberta was carrying a single class of common shares that made income splitting impossible. The exposure if the date slipped was around $95,000.
What we did
We restructured the share capital so dividends could be directed deliberately, respecting the TOSI rules. The filing went in complete rather than provisional, so there was no amended return to follow.
The result
Filed with 8 days to spare. $95,000 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.
