6 worked Forestry & Logging Businesses case studies — the position a client typically comes to us with, what we do, and what it is worth. Each is an illustrative example built on the rules that apply to forestry & logging businesses work, not a specific client's file.
Case Study 1 · CRA review defended
$97,000 Reassessment Reduced To Nil On Review — Mining Services Supplier, Ottawa
The situation — A mining services supplier, Ottawa, Ontario
A review notice arrived at a mining services supplier in Ottawa, Ontario covering forestry & logging businesses accounting and tax for two tax years. The auditor's working position was an adjustment of $97,000, driven by sector deductions claimed on a general-business basis rather than the forestry & logging businesses rules.
What we did for A mining services supplier, Ottawa, Ontario
Rather than negotiate, we rebuilt the record. We documented the positions to the standard the CRA applies to this sector specifically and submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result — A mining services supplier, Ottawa, Ontario
The auditor accepted the documented position and closed the review without adjustment, protecting $97,000 and leaving the prior filings undisturbed.
Case Study 2 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $71,000 Saved Each Year — Cattle Ranch, Mississauga
The situation — A cattle ranch, Mississauga, Ontario
A cattle ranch in Mississauga, Ontario had outgrown the structure it started with. Seasonal revenue reported without matching the costs that produced it was the immediate problem; the longer-term one was that the structure blocked the next step.
What we did for A cattle ranch, Mississauga, Ontario
We mapped the current structure, modelled the target, and reviewed every sector-specific deduction against the current rules and claimed the ones that had been missed — with the tax-deferred elections filed on time and the supporting valuations documented.
The result — A cattle ranch, Mississauga, Ontario
The reorganisation completed without triggering tax, and the new structure saves approximately $71,000 a year while removing the exposure the old one carried.
Client: A dairy operation · Where: Calgary, Alberta · Engagement: 8 weeks, fixed fee
Overpayment refunded$26,500
Late remittances sinceZero
ScheduleAutomated
The situation — A dairy operation, Calgary, Alberta
Remittances at a dairy operation in Calgary, Alberta were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat equipment and asset classes assigned by guesswork rather than the CCA schedule.
What we did for A dairy operation, Calgary, Alberta
We rebuilt the chart of accounts around how a forestry & logging businesses business actually earns and spends, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result — A dairy operation, Calgary, Alberta
Penalties stopped from the following remittance onwards, and $26,500 of overpaid instalments was refunded.
Case Study 4 · Missed incentive claimed
Incentive Review Recovered $103,000 Across 3 Open Years — Logging Contractor, Lethbridge
Client: A logging contractor · Where: Lethbridge, Alberta · Engagement: 11 weeks, fixed fee
Recovered$103,000
Open years claimed3
Ongoing trackingIn place
The situation — A logging contractor, Lethbridge, Alberta
An incentive review at a logging contractor in Lethbridge, Alberta started from a simple question: what has never been claimed? The answer ran to 3 years, driven by provincial credits left unclaimed alongside every federal filing.
What we did for A logging contractor, Lethbridge, Alberta
We reassigned the asset classes on the CCA schedule and corrected the opening balances, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result — A logging contractor, Lethbridge, Alberta
The credits produced $103,000 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.
Case Study 5 · Objection and relief
Notice Of Objection Allowed In Full, $81,000 Reversed — Fishing Enterprise, Kelowna
Client: A fishing enterprise · Where: Kelowna, British Columbia · Engagement: 7 weeks, fixed fee
Amount reversed$81,000
ObjectionAllowed in full
Account balanceNil
The situation — A fishing enterprise, Kelowna, British Columbia
A fishing enterprise in Kelowna, British Columbia had been reassessed for $81,000 and had 16 days left on the objection deadline. The reassessment rested on industry-specific reporting obligations nobody had flagged.
What we did for A fishing enterprise, Kelowna, British Columbia
We filed the objection inside the deadline with a complete submission rather than a placeholder, and aligned the reporting calendar with the sector’s own seasonal cycle rather than a generic year-end.
The result — A fishing enterprise, Kelowna, British Columbia
The appeals officer allowed the objection in full. $81,000 was reversed and the account returned to a nil balance.
Case Study 6 · Planning that cut the bill
Remuneration Review Saved $33,000 Across Corporate And Personal Returns — Grain Farm Corporation, Moncton
Client: A grain farm corporation · Where: Moncton, New Brunswick · Engagement: 11 weeks, fixed fee
Combined saving$33,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation — A grain farm corporation, Moncton, New Brunswick
Nothing was wrong at a grain farm corporation in Moncton, New Brunswick — the filings were on time and accurate. What they were not was planned. A chart of accounts that told the owner nothing about forestry & logging businesses margin had never been reviewed.
What we did for A grain farm corporation, Moncton, New Brunswick
We documented the positions to the standard the CRA applies to this sector specifically, and ran the numbers across both the corporate and personal returns so the saving was real rather than deferred into someone else's hands.
The result — A grain farm corporation, Moncton, New Brunswick
$33,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Reviewed for the 2025 tax year by Udit Gupta, Founder and Tax Accountant. These case studies are illustrative worked examples composed from the CRA rules that apply to this type of work, not specific client files; figures are representative and outcomes depend on your own facts.
