6 Brampton 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 Brampton and its provincial tax regime, not a general example.
Case Study 1 · Missed incentive claimed
$42,000 In Credits Claimed That Prior Filings Had Missed — Moving and Storage Company, Brampton
Client: A moving and storage company · Where: Brampton, Ontario · Engagement: 7 weeks, fixed fee
Credits claimed$42,000
Years adjusted4
Review outcomeNo adjustment
The situation
A moving and storage company in Brampton, Ontario had been filing for 4 years without ever claiming the incentives its activity qualified for. Behind that sat Ontario incentives claimed by competitors and never by this business.
What we did
We tested each activity against the eligibility criteria rather than the description on the invoice, then recalculated the corporate tax at the 12.2% combined small business rate and rebased the instalments on the current year.
The result
$42,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 2 · Deadline rescue
11-Week Turnaround Beat The Deadline And Saved $51,000 — E-Learning Platform, Brampton
With the deadline for its on tax and accounting file weeks away, an e-learning platform in Brampton, Ontario was carrying instalments still calculated on a year the business had long outgrown. The exposure if the date slipped was around $51,000.
What we did
We rebuilt the sales ledger by customer location, applied the correct place-of-supply rate to each stream, and filed the adjusted HST returns. The filing went in complete rather than provisional, so there was no amended return to follow.
The result
Filed with 18 days to spare. $51,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 3 · CRA review defended
$136,000 Reassessment Reduced To Nil On Review — Mortgage Brokerage, Brampton
A review notice arrived at a mortgage brokerage in Brampton, Ontario covering its on tax and accounting file for two tax years. The auditor's working position was an adjustment of $136,000, driven by sector-specific exposure the previous accountant had not seen before.
What we did
Rather than negotiate, we rebuilt the record. We assessed and claimed Ontario Made Manufacturing Investment Tax Credit alongside the federal return 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 $136,000 and leaving the prior filings undisturbed.
Case Study 4 · Objection and relief
$11,000 Of Penalties And Interest Cancelled On Relief — Recruitment Firm, Brampton
An assessment of $11,000 landed at a recruitment firm in Brampton, Ontario following a desk review. The auditor had not seen the records behind a provincial payroll levy that had never been registered for or remitted.
What we did
We assessed and claimed Ontario Innovation Tax Credit alongside the federal return, then set out the legislative basis for the position alongside the documents supporting it.
The result
$11,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 5 · Scaling without breaking
Second-Province Expansion Handled, $71,000 Of Cash Released — Owner-Operator Trucking Corporation, Brampton
Revenue at an owner-operator trucking corporation in Brampton, Ontario was up sharply and cash was tighter than ever. Underneath it sat out-of-province sales billed at the ON rate instead of the customer’s.
What we did
We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after.
The result
$71,000 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 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $42,000 Saved Each Year — Data Analytics Consultancy, Brampton
Client: A data analytics consultancy · Where: Brampton, Ontario · Engagement: 5 weeks, fixed fee
Annual saving$42,000
Tax on reorganisationDeferred
Elections filedOn time
The situation
A data analytics consultancy in Brampton, Ontario had outgrown the structure it started with. 13% HST charged on every sale regardless of where the customer was located 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 recalculated the corporate tax at the 12.2% combined small business rate and rebased the instalments on the current year — 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 $42,000 a year while removing the exposure the old one carried.
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.
