6 Taxpayer Relief Request 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 taxpayer relief request work, not a general example.
Case Study 1 · Cash and remittance control
$129,000 Of Working Capital Freed From The Tax Cycle — Company Facing a Payroll, Winnipeg
Client: A company facing a payroll trust examination · Where: Winnipeg, Manitoba · Engagement: 9 weeks, fixed fee
Working capital freed$129,000
On-time remittancesEvery period since
Forecast horizon13 weeks
The situation
A company facing a payroll trust examination in Winnipeg, Manitoba was profitable on paper and short of cash every month. A net-worth assessment built on unexplained deposits that were actually loan proceeds explained most of the gap.
What we did
We assembled the contemporaneous records, filed a structured response to each proposed adjustment with the supporting documents indexed, and had the proposal withdrawn and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars.
The result
$129,000 was released back into working capital. Remittances have been on time every period since, and the forecast shows the tax outflow before it lands.
Case Study 2 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $66,000 Saved Each Year — Corporation Under a GST/HST, Windsor
Client: A corporation under a GST/HST review · Where: Windsor, Ontario · Engagement: 10 weeks, fixed fee
Annual saving$66,000
Tax on reorganisationDeferred
Elections filedOn time
The situation
A corporation under a GST/HST review in Windsor, Ontario had outgrown the structure it started with. A director liability assessment for a corporation that had already stopped operating 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 every outstanding return current, then negotiated a payment arrangement that stopped the collections action — 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 $66,000 a year while removing the exposure the old one carried.
Case Study 3 · CRA review defended
$52,000 Reassessment Reduced To Nil On Review — Restaurant Under a Net-Worth, Hamilton
Client: A restaurant under a net-worth audit · Where: Hamilton, Ontario · Engagement: 11 weeks, fixed fee
Reassessment reduced toNil
Tax protected$52,000
Prior filingsUndisturbed
The situation
A review notice arrived at a restaurant under a net-worth audit in Hamilton, Ontario covering taxpayer relief request for two tax years. The auditor's working position was an adjustment of $52,000, driven by an objection deadline that had passed with no extension applied for.
What we did
Rather than negotiate, we rebuilt the record. We traced each unexplained deposit to its source — loans, transfers between accounts, an insurance settlement — and reduced the net-worth assessment accordingly 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 $52,000 and leaving the prior filings undisturbed.
Case Study 4 · Records and systems rebuilt
Books Rebuilt From Source, $11,500 In Unclaimed Input Tax Found — Taxpayer with Frozen Bank, Moncton
Client: A taxpayer with frozen bank accounts · Where: Moncton, New Brunswick · Engagement: 10 weeks, fixed fee
Unclaimed tax found$11,500
Records rebuilt33 months
ProcessDocumented
The situation
A taxpayer with frozen bank accounts in Moncton, New Brunswick could not answer basic questions about its own numbers, because a proposal letter with a 30-day response window and no supporting records assembled sat between the bank statements and the ledger.
What we did
We filed the disclosure through the Voluntary Disclosures Program before contact, which removed the gross-negligence penalty entirely, then documented the process so the work does not depend on any one person remembering how it was done.
The result
Records rebuilt and reconciled, $11,500 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 5 · Backlog brought current
Collections Halted And $128,000 Cut From A 6-Year Backlog — Business Owner with a, Surrey
Client: A business owner with a director liability assessment · Where: Surrey, British Columbia · Engagement: 3 weeks, fixed fee
Balance reduced by$128,000
Backlog cleared6 years
CollectionsHalted
The situation
By the time a business owner with a director liability assessment in Surrey, British Columbia called, 6 years were outstanding and the CRA had assessed on estimates. Underneath it sat six years of unfiled corporate and personal returns and an active collections file.
What we did
We reconstructed the records year by year and assembled the contemporaneous records, filed a structured response to each proposed adjustment with the supporting documents indexed, and had the proposal withdrawn. 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 $128,000, and a relief application addressed part of the accumulated interest.
Case Study 6 · Scaling without breaking
Second-Province Expansion Handled, $106,000 Of Cash Released — Contractor Facing a Proposed, Barrie
Client: A contractor facing a proposed reassessment · Where: Barrie, Ontario · Engagement: 3 weeks, fixed fee
Cash released$106,000
New registrationsComplete on day one
Compliance gapsNone
The situation
Revenue at a contractor facing a proposed reassessment in Barrie, Ontario was up sharply and cash was tighter than ever. Underneath it sat a net-worth assessment built on unexplained deposits that were actually loan proceeds.
What we did
We brought every outstanding return current, then negotiated a payment arrangement that stopped the collections action. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result
$106,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.
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.
