6 worked Edmonton 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 Edmonton and its provincial tax regime, not a specific client's file.
Case Study 1 · Scaling without breaking
Second-Province Expansion Handled, $56,000 Of Cash Released — Logging Contractor, Edmonton
Client: A logging contractor · Where: Edmonton, Alberta · Engagement: 3 weeks, fixed fee
Cash released$56,000
New registrationsComplete on day one
Compliance gapsNone
The situation — A logging contractor, Edmonton, Alberta
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.
What we did for A logging contractor, Edmonton, Alberta
We assessed and claimed Alberta Innovation Employment Grant alongside the federal return. Every new obligation was set up before it was triggered, not after. That covered registration, remittance frequency and provincial filing.
The result — A logging contractor, Edmonton, Alberta
$56,000 of cash was released from the working capital cycle. The expansion completed with every registration and filing obligation covered from day one.
Case Study 2 · CRA review defended
$138,000 Reassessment Reduced To Nil On Review — Executive Coaching Practice, Edmonton
Client: An executive coaching practice · Where: Edmonton, Alberta · Engagement: 6 weeks, fixed fee
Reassessment reduced toNil
Tax protected$138,000
Prior filingsUndisturbed
The situation — An executive coaching practice, Edmonton, Alberta
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. It was driven by sector-specific exposure the previous accountant had not seen before.
What we did for An executive coaching practice, Edmonton, Alberta
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. We then submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result — An executive coaching practice, Edmonton, Alberta
The auditor accepted the documented position and closed the review without adjustment, protecting $138,000 and leaving the prior filings undisturbed.
Case Study 3 · Missed incentive claimed
$41,000 Credit Claim Filed And Accepted Without Adjustment — Marketing Agency, Edmonton
Client: A marketing agency · Where: Edmonton, Alberta · Engagement: 7 weeks, fixed fee
Claim value$41,000
AcceptedWithout adjustment
RepeatableAnnually
The situation — A marketing agency, Edmonton, Alberta
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.
What we did for A marketing agency, Edmonton, Alberta
We identified the qualifying activity and built the documentation to support it. Then we assessed and claimed Alberta Agri-Processing Investment Tax Credit alongside the federal return.
The result — A marketing agency, Edmonton, Alberta
$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 · Sale and succession
Share Sale Restructured, $705,000 Less Tax On Closing — Digital Product Agency, Edmonton
Client: A digital product agency · Where: Edmonton, Alberta · Engagement: 10 weeks, fixed fee
Tax saved on closing$705,000
PriceAs agreed
Post-closing adjustmentsNone
The situation — A digital product agency, Edmonton, Alberta
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. That would have reduced the price or killed the deal outright.
What we did for A digital product agency, Edmonton, Alberta
We cleaned up the historical file. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. Then we prepared the due-diligence package the buyer's advisers actually asked for.
The result — A digital product agency, Edmonton, Alberta
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 · Backlog brought current
7 Years Filed, $54,000 Removed From The Assessed Balance — Data Analytics Consultancy, Edmonton
Client: A data analytics consultancy · Where: Edmonton, Alberta · Engagement: 5 weeks, fixed fee
Years filed7
Assessed balance removed$54,000
CollectionsStopped
The situation — A data analytics consultancy, Edmonton, Alberta
A data analytics consultancy in Edmonton, Alberta had not filed for 7 years. The CRA had issued arbitrary assessments. The business was carrying payroll obligations from another province applied to local staff by an out-of-province provider. That came on top of a growing interest balance.
What we did for A data analytics consultancy, Edmonton, Alberta
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. We filed the years in sequence rather than all at once.
The result — A data analytics consultancy, Edmonton, Alberta
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 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $12,000 Saved Each Year — Civil Works Company, Edmonton
Client: A civil works company · Where: Edmonton, Alberta · Engagement: 4 weeks, fixed fee
Annual saving$12,000
Tax on reorganisationDeferred
Elections filedOn time
The situation — A civil works company, Edmonton, Alberta
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.
What we did for A civil works company, Edmonton, Alberta
We mapped the current structure and modelled the target. Then we registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province. The tax-deferred elections were filed on time and the supporting valuations documented.
The result — A civil works company, Edmonton, Alberta
The reorganisation completed without triggering tax, and the new structure saves approximately $12,000 a year while removing the exposure the old one carried.
Reviewed by Udit Gupta, Founder and Tax Accountant for the 2025 tax year. 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.
