Case Studies

10 Years of Late Returns – $28,000 Refund Secured All sectors Alberta AT1 Filings Brought Current - Penalties Reduced All sectors Alberta Sales Tax Overcharge - Customers Refunded E-Commerce, Restaurants Atlantic HST Place-of-Supply Fixed - Rate Errors Cleared Professional Services, Technology BC Employer Health Tax - Threshold Planning Saved $14,000 All sectors BC PST Voluntary Disclosure - Penalties Waived E-Commerce, Real Estate Business Sale & LCGE – $890,000 Sheltered All sectors Capital vs Business Income – $46,000 in Tax Saved Real Estate Charity Return Compliance – Status Protected Non-Profit Consultant PSB Risk Averted – Structure Corrected Professional Services, Technology CRA Audit for MPCs – Medical Clinic Saved Over $70,000 Healthcare CRA GST/HST Audit – Over $70,000 Saved All sectors Cross-Border Contractor - Dual Reporting Resolved Construction, Transportation Cross-Border SaaS GST/HST – Exports Zero-Rated Correctly Technology, Professional Services Dental Clinic VDP – $50,000 in Penalties Waived Healthcare E-commerce GST/HST Audit – $71,500 Saved E-Commerce Equipment CCA Optimization – $22,000 First-Year Deduction Construction, Manufacturing, Transportation Equipment Financing & Immediate Expensing – Cash Freed Manufacturing Fleet Vehicle CCA & Financing – Deduction Maximized Transportation, Construction Fuel Tax & Multi-Province Filing – Compliance Restored Transportation GST/HST Refund Position – Input Tax Recovered All sectors Holdback & WIP Restructuring – $31,000 Tax Deferred Construction Holding Company Setup – Surplus Protected & Deferred All sectors Incorporation & Structure – Ongoing Tax Deferral All sectors Inventory & COGS Rebuild – $19,000 Tax Corrected E-Commerce, Manufacturing Inventory Valuation Correction – Margins & Tax Restored Manufacturing, E-Commerce Manitoba RST Assessment Reduced - Exempt Sales Proven Manufacturing, E-Commerce Manufacturing M&P Deduction – Rate Reduced Manufacturing Marketplace Sales Tax Cleanup – Multi-Province Compliance E-Commerce MPC Back-Filing – $28,000 Refund Recovered Healthcare Multi-Location Bookkeeping Cleanup – Clean Books in 60 Days Restaurants New Housing HST Rebate – $24,000 Recovered Real Estate Non-Profit Payroll & Reporting Setup – Clean Compliance Non-Profit NPO GST/HST Rebate – Recovered for a Non-Profit Non-Profit Ontario EHT Exemption Recovered - $9,800 Refunded All sectors Ontario WSIB Reclassification - Premiums Cut 38% Construction, Manufacturing Owner-Operator Per-Diem Audit – Meals Claim Defended Transportation Payroll Remittance Cleanup – Penalties Minimized All sectors Personal Tax Audit – Unfair Adjustments Avoided All sectors Practitioner Expense Audit – 90% of Claims Defended Healthcare PREC Setup & Income Splitting – Ongoing Tax Deferral Real Estate Professional Expense Audit – 90% of Claims Upheld Professional Services QST Input Credits Restored - Revenu Quebec Review Closed E-Commerce, Restaurants, Professional Services Quebec CO-17 Catch-Up - Dual Filing Brought Current All sectors Restaurant Cash Sales Audit – Reassessment Defended Restaurants Restaurant Payroll & Tips Remediation – Penalties Avoided Restaurants Salary vs Dividend Optimization – $9,000 Annual Saving Professional Services, Healthcare Saskatchewan PST on Contracts - $19,000 Exposure Corrected Construction, Real Estate Shareholder Loan Cleanup – Income Inclusion Avoided All sectors Small Business Deduction Protected – Passive Income Managed All sectors SR&ED Claim Prepared – $61,000 in Credits Technology Startup Stock Options & Payroll Setup – Clean From Day One Technology T5018 Subcontractor Audit – $54,000 Reassessment Cleared Construction Two-Year Bookkeeping Catch-Up – Filing-Ready in Weeks All sectors Voluntary Disclosure – $50,000 in Penalties Waived All sectors