Case Study 1
Audit Defence Closed In 6 Weeks, $139,000 Cleared — Service Business with Seasonal, Mississauga
A service business with seasonal revenue in Mississauga, Ontario was under review over positions taken on prior returns that nobody could explain or support. The file closed in 6 weeks with $139,000 of proposed tax cleared.
A service business with seasonal revenue in Mississauga, Ontario was selected for review after positions taken on prior returns that nobody could explain or support showed up in the CRA's automated matching. The proposed adjustment on partnership tax filing came to $139,000. We brought the outstanding filings current and negotiated an arrangement that stopped the interest from compounding further. Every figure in the response traced to a source record the auditor could verify without asking a second question. The review closed with no change. $139,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 2
Growth Handled Without A Missed Filing, $60,000 Freed — Second-Generation Family Company, Guelph
Scaling exposed records that could not support the positions already taken on filed returns at a second-generation family company in Guelph, Ontario. The back office was rebuilt to match, freeing $60,000.
A second-generation family company in Guelph, Ontario was opening in a second province — different filing obligations, a different payroll regime, and records that could not support the positions already taken on filed returns already in the file. We documented the positions taken, retained the supporting analysis, and prepared the file so a review could be answered in days rather than weeks 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. Growth was absorbed without a compliance failure. $60,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 3
$25,000 Saved By Correcting What Prior Filings Had Missed — Independent Retailer, Victoria
A second opinion for an independent retailer in Victoria, British Columbia found a balance that had been accruing daily compound interest for two years in prior filings and recovered $25,000 a year.
An independent retailer in Victoria, British Columbia asked for a second opinion on partnership tax filing after three years of rising tax. The review found a balance that had been accruing daily compound interest for two years. We built the comparison first — current structure against two alternatives — and then consolidated the work into a single engagement so the corporate, sales tax and payroll filings finally reconciled to each other. First-year saving of $25,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 4
$155,000 Of Working Capital Freed From The Tax Cycle — Owner-Managed Corporation, Burnaby
An owner-managed corporation in Burnaby, British Columbia was profitable and permanently short of cash, with filings handled by three different providers with no continuity between them behind the gap. Restructuring the tax cycle freed $155,000.
An owner-managed corporation in Burnaby, British Columbia was profitable on paper and short of cash every month. Filings handled by three different providers with no continuity between them explained most of the gap. We rebuilt the supporting records, corrected the affected filings, and set a compliance calendar covering every deadline the business actually carries and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars. $155,000 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 5
18 Months Reconciled And $10,000 Of Input Tax Recovered — Growing Small Business, Hamilton
18 months of records at a growing small business in Hamilton, Ontario had never been reconciled, leaving deadlines tracked in the owner’s head rather than on a compliance calendar. Rebuilding recovered $10,000.
A growing small business in Hamilton, Ontario was carrying deadlines tracked in the owner’s head rather than on a compliance calendar. Nothing reconciled, and every filing started with 18 months of cleanup. We rebuilt from source rather than correcting on top of the existing file. We brought the outstanding filings current and negotiated an arrangement that stopped the interest from compounding further, then set the routine that keeps it clean. 18 months reconciled to the bank. The close now takes 4 days, and $10,000 of previously unclaimable input tax was recovered in the process.
Case Study 6
9-Week Turnaround Beat The Deadline And Saved $79,000 — Professional Practice, Vancouver
A 9-week rebuild at a professional practice in Vancouver, British Columbia got the filing in with 12 days to spare, avoiding $79,000 in penalties.
With the deadline for partnership tax filing weeks away, a professional practice in Vancouver, British Columbia was carrying positions taken on prior returns that nobody could explain or support. The exposure if the date slipped was around $79,000. We documented the positions taken, retained the supporting analysis, and prepared the file so a review could be answered in days rather than weeks. The filing went in complete rather than provisional, so there was no amended return to follow. Filed with 12 days to spare. $79,000 in late-filing penalties avoided, and the working papers are ready for the following year.