Anonymized Insight Accounting CPA client engagement outcomes.
Engagement summary: Toronto SaaS tech startup with 6 full-time engineers filing first-year SR&ED claim covering $500K in qualifying wages and contractor payments. Insight prepared technical narratives with engineering leads, built…
Engagement summary: GTA investor with an 8-property rental portfolio (mix of commercial and residential) held partly personally and partly under 3 separate numbered corporations. Insight consolidated the structure under a…
Engagement summary: Mid-sized Mississauga construction contractor received a CRA proposed reassessment of $185,000 on the treatment of construction work-in-progress (WIP) and Ontario Construction Act mandatory holdbacks. Insight rebuilt the %…
Engagement summary: Ontario orthodontist acquiring an established $2.4M orthodontic practice from a retiring vendor. Insight designed a Holdco + Dental Professional Corporation acquisition structure that funded the deal through a…
Engagement summary: Ontario family physician, mid-career, with $520,000 net annual billing under a sole-proprietor GST/HST-exempt medical practice. Insight structured an MPC, filed CPSO Certificate of Authorization, rolled practice assets under…
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Insight Accounting CPA
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Unit 100, Mississauga, ON
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