Case Study 1
$117,000 Of Arbitrary Assessments Vacated After 4 Years — Courier Fleet, Calgary
The CRA had assessed a courier fleet in Calgary, Alberta on estimates across 4 unfiled years. Real filings vacated $117,000 of that tax.
4 years of unfiled returns had turned into notional assessments at a courier fleet in Calgary, Alberta, with a registration threshold crossed on out-of-province sales that nobody was tracking underneath. Collections had already started. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly. All 4 years were accepted as filed. $117,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 4 years.
Case Study 2
30 Months Reconciled And $20,500 Of Input Tax Recovered — Management Consultancy, Calgary
30 months of records at a management consultancy in Calgary, Alberta had never been reconciled, leaving sector-specific exposure the previous accountant had not seen before. Rebuilding recovered $20,500.
A management consultancy in Calgary, Alberta was carrying sector-specific exposure the previous accountant had not seen before. Nothing reconciled, and every filing started with 30 months of cleanup. We rebuilt from source rather than correcting on top of the existing file. We registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province, then set the routine that keeps it clean. 30 months reconciled to the bank. The close now takes 7 days, and $20,500 of previously unclaimable input tax was recovered in the process.
Case Study 3
$103,000 Proposed Adjustment Withdrawn In Full — Refrigerated Transport Company, Calgary
A refrigerated transport company in Calgary, Alberta faced a $103,000 proposed reassessment after sales into HST provinces billed at AB’s 5% GST rate. We rebuilt the documentation and the adjustment was withdrawn in full.
A refrigerated transport company in Calgary, Alberta received a proposal letter opening a review of its ab tax and accounting file. The CRA had identified sales into HST provinces billed at AB’s 5% GST rate and proposed an adjustment of $103,000, with 30 days to respond. We treated the response as an evidence exercise rather than an argument. We assessed and claimed Alberta Agri-Processing Investment Tax Credit alongside the federal return, then indexed every supporting document against the specific line the auditor had questioned. The proposed adjustment was withdrawn in full — all $103,000 of it. The file closed in 11 weeks with no change to the assessed amounts and no penalty.
Case Study 4
Holding Structure Added, $13,000 Saved Annually — Translation Services Company, Calgary
A translation services company in Calgary, Alberta needed a holding structure to deal with payroll obligations from another province applied to local staff by an out-of-province provider. The reorganisation was tax-neutral and removed $13,000 of annual exposure.
A translation services company in Calgary, Alberta was carrying payroll obligations from another province applied to local staff by an out-of-province provider, and every option for fixing it ran through a reorganisation that had to be done without triggering tax. Working with the client's lawyer, we assessed and claimed Alberta Innovation Employment Grant alongside the federal return and prepared the elections, resolutions and valuations the structure needed to stand up. The structure now matches the business. Annual saving of $13,000, and the reorganisation itself was tax-neutral.
Case Study 5
Remittance Schedule Corrected, $95,000 Refunded — Mechanical and HVAC Contractor, Calgary
Remittances at a mechanical and HVAC contractor in Calgary, Alberta were chronically late because of instalments still calculated on a year the business had long outgrown. Fixing the schedule refunded $95,000.
Remittances at a mechanical and HVAC contractor in Calgary, Alberta were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat instalments still calculated on a year the business had long outgrown. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, then moved the remittance dates into a scheduled process rather than a monthly decision. Penalties stopped from the following remittance onwards, and $95,000 of overpaid instalments was refunded.
Case Study 6
Incentive Review Recovered $108,000 Across 4 Open Years — Grain Farm Corporation, Calgary
An incentive review at a grain farm corporation in Calgary, Alberta found Alberta Innovation Employment Grant eligibility that had never been assessed and recovered $108,000 across 4 open years.
An incentive review at a grain farm corporation in Calgary, Alberta started from a simple question: what has never been claimed? The answer ran to 4 years, driven by Alberta Innovation Employment Grant eligibility that had never been assessed. We registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires. The credits produced $108,000 across the open years, and the tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.