Anonymized Insight Accounting CPA client engagement outcomes.
Case study: a Toronto manufacturing CCPC selected for CRA T2 audit on shareholder-loan and GST/HST-revenue mismatch triggers survives with no reassessment. Composite case.
Mississauga fabrication company loses $340K in year 3, adds LPA-led outsourced controller with KPI dashboard + 13-week cash forecast, turns to $410K profit in year 4. Composite case study by Bader Chowdry, CPA, CA, LPA.
Mississauga family physician saves $87K/year through MPC share re-org, TOSI-safe spouse dividend structure, and IPP conversion. Composite case study by Bader Chowdry, CPA, CA, LPA.
Engagement summary: Ontario SaaS founder closing a $2.4M seed investor round through a Section 86 internal reorganization creating new investor preferred shares alongside founder common shares. Insight structured the reorg,…
Engagement summary: Ontario mid-rise condo corporation with a stale reserve fund study, deferred maintenance concerns, and rising annual audit fees. Insight completed the CCAA-compliant review engagement, delivered the reserve fund…
Engagement summary: GTA pediatric specialist providing telehealth to US patients through a US LLC alongside Ontario practice through an MPC. Insight restructured the arrangement to eliminate double-tax exposure, preserve TFSA…
Engagement summary: Mississauga founder of a specialty retail chain (3 stores, growth trajectory) executes a s. 86 internal share exchange estate freeze coupled with a discretionary family trust holding new…
Engagement summary: Ontario registered charity with 2 years of missing T3010 filings and a Charities Directorate compliance inquiry regarding restricted reserve fund reporting. Insight rebuilt 2 years of financial records,…
Engagement summary: Ontario residential landlord operating a 12-unit portfolio through a CCPC with 6 full-time employees. CRA attempted to reclassify the corporation as a specified investment business (SIB) and disallow…
Engagement summary: Mississauga Dental Professional Corporation with a mixed exempt/taxable revenue profile (routine dentistry + cosmetic whitening + retail product sales). Insight rebuilt the HST apportionment methodology under ETA s….
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Insight Accounting CPA
4300 Village Centre Ct
Unit 100, Mississauga, ON
L4Z 1S2