Case Study 1
Second-Province Expansion Handled, $56,000 Of Cash Released — Logging Contractor, Edmonton
A logging contractor in Edmonton, Alberta expanded into a second province carrying sales into HST provinces billed at AB’s 5% GST rate. Every obligation was set up in advance and $56,000 of cash released.
Revenue at a logging contractor in Edmonton, Alberta was up sharply and cash was tighter than ever. Underneath it sat sales into HST provinces billed at AB’s 5% GST rate. We assessed and claimed Alberta Innovation Employment Grant alongside the federal return. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after. $56,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.
Case Study 2
$138,000 Reassessment Reduced To Nil On Review — Executive Coaching Practice, Edmonton
A $138,000 reassessment was proposed against an executive coaching practice in Edmonton, Alberta following sector-specific exposure the previous accountant had not seen before. The documented response reduced it to nil.
A review notice arrived at an executive coaching practice in Edmonton, Alberta covering its ab tax and accounting file for two tax years. The auditor's working position was an adjustment of $138,000, driven by sector-specific exposure the previous accountant had not seen before. Rather than negotiate, we rebuilt the record. We registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province and submitted a point-by-point response that answered each proposed adjustment with the document behind it. The auditor accepted the documented position and closed the review without adjustment, protecting $138,000 and leaving the prior filings undisturbed.
Case Study 3
$41,000 Credit Claim Filed And Accepted Without Adjustment — Marketing Agency, Edmonton
A marketing agency in Edmonton, Alberta had never tested its work against the eligibility rules. The resulting $41,000 claim was accepted without adjustment.
A marketing agency in Edmonton, Alberta assumed the credits did not apply to a business its size. Alberta Innovation Employment Grant eligibility that had never been assessed meant they had applied all along. We identified the qualifying activity, built the documentation to support it, and assessed and claimed Alberta Agri-Processing Investment Tax Credit alongside the federal return. $41,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
Case Study 4
Share Sale Restructured, $705,000 Less Tax On Closing — Digital Product Agency, Edmonton
Due diligence at a digital product agency in Edmonton, Alberta surfaced a single shareholder holding every share, with no room to multiply the exemption. Restructuring the sale saved $705,000 against the original terms.
A digital product agency in Edmonton, Alberta was preparing to sell. Due diligence surfaced a single shareholder holding every share, with no room to multiply the exemption, which would have reduced the price or killed the deal outright. We cleaned up the historical file, recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, and prepared the due-diligence package the buyer's advisers actually asked for. The deal closed at the agreed price. $705,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 5
7 Years Filed, $54,000 Removed From The Assessed Balance — Data Analytics Consultancy, Edmonton
7 years of returns were outstanding at a data analytics consultancy in Edmonton, Alberta, on top of payroll obligations from another province applied to local staff by an out-of-province provider. Filing on real numbers removed $54,000 of assessed tax.
A data analytics consultancy in Edmonton, Alberta had not filed for 7 years. The CRA had issued arbitrary assessments, and the business was carrying payroll obligations from another province applied to local staff by an out-of-province provider on top of a growing interest balance. We started with the oldest year and worked forward so each year's closing balances fed the next. We assessed and claimed Alberta Innovation Employment Grant alongside the federal return, filing the years in sequence rather than all at once. Every year is now filed and assessed on actual figures. The notional assessments were vacated and $54,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 6
Reorganisation Completed Tax-Deferred, $12,000 Saved Each Year — Civil Works Company, Edmonton
A civil works company in Edmonton, Alberta had outgrown its structure, with sales into HST provinces billed at AB’s 5% GST rate the visible cost. The reorganisation completed tax-deferred and saves $12,000 a year.
A civil works company in Edmonton, Alberta had outgrown the structure it started with. Sales into HST provinces billed at AB’s 5% GST rate was the immediate problem; the longer-term one was that the structure blocked the next step. We mapped the current structure, modelled the target, and registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province — with the tax-deferred elections filed on time and the supporting valuations documented. The reorganisation completed without triggering tax, and the new structure saves approximately $12,000 a year while removing the exposure the old one carried.