6 worked Edmundston 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 Edmundston and its provincial tax regime, not a specific client's file.
Client: A refrigerated transport company · Where: Edmundston, New Brunswick · Engagement: 7 weeks, fixed fee
Annual saving$70,000
ReorganisationTax-neutral
StructureMatches operations
The situation — A refrigerated transport company, Edmundston, New Brunswick
A refrigerated transport company in Edmundston, New Brunswick was carrying 15% HST charged on every sale regardless of where the customer was located, and every option for fixing it ran through a reorganisation that had to be done without triggering tax.
What we did for A refrigerated transport company, Edmundston, New Brunswick
Working with the client's lawyer, we recalculated the corporate tax at the 11.5% combined small business rate and rebased the instalments on the current year and prepared the elections, resolutions and valuations the structure needed to stand up.
The result — A refrigerated transport company, Edmundston, New Brunswick
The structure now matches the business. Annual saving of $70,000, and the reorganisation itself was tax-neutral.
Case Study 2 · Planning that cut the bill
Remuneration Review Saved $44,000 Across Corporate And Personal Returns — Oilfield Services Company, Edmundston
Client: An oilfield services company · Where: Edmundston, New Brunswick · Engagement: 3 weeks, fixed fee
Combined saving$44,000
ScopeCorporate + personal
Future yearsNo rework needed
The situation — An oilfield services company, Edmundston, New Brunswick
Nothing was wrong at an oilfield services company in Edmundston, New Brunswick — the filings were on time and accurate. What they were not was planned. Payroll obligations from another province applied to local staff by an out-of-province provider had never been reviewed.
What we did for An oilfield services company, Edmundston, New Brunswick
We assessed and claimed New Brunswick Research and Development Tax Credit alongside the federal return, 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 — An oilfield services company, Edmundston, New Brunswick
$44,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 3 · Backlog brought current
$126,000 Of Arbitrary Assessments Vacated After 4 Years — Rideshare Fleet Owner, Edmundston
Client: A rideshare fleet owner · Where: Edmundston, New Brunswick · Engagement: 9 weeks, fixed fee
Arbitrary tax vacated$126,000
Years brought current4
Account statusCurrent
The situation — A rideshare fleet owner, Edmundston, New Brunswick
4 years of unfiled returns had turned into notional assessments at a rideshare fleet owner in Edmundston, New Brunswick, with instalments still calculated on a year the business had long outgrown underneath. Collections had already started.
What we did for A rideshare fleet owner, Edmundston, New Brunswick
We assessed and claimed New Brunswick Small Business Investor Tax Credit alongside the federal return, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly.
The result — A rideshare fleet owner, Edmundston, New Brunswick
All 4 years were accepted as filed. $126,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 4 years.
Client: A dairy operation · Where: Edmundston, New Brunswick · Engagement: 5 weeks, fixed fee
Overpayment refunded$49,000
Late remittances sinceZero
ScheduleAutomated
The situation — A dairy operation, Edmundston, New Brunswick
Remittances at a dairy operation in Edmundston, New Brunswick were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat out-of-province sales billed at the NB rate instead of the customer’s.
What we did for A dairy operation, Edmundston, New Brunswick
We rebuilt the sales ledger by customer location, applied the correct place-of-supply rate to each stream, and filed the adjusted HST returns, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result — A dairy operation, Edmundston, New Brunswick
Penalties stopped from the following remittance onwards, and $49,000 of overpaid instalments was refunded.
Case Study 5 · Sale and succession
$605,000 Sheltered By The Lifetime Capital Gains Exemption — Courier Fleet, Edmundston
Client: A courier fleet · Where: Edmundston, New Brunswick · Engagement: 11 weeks, fixed fee
Gain sheltered$605,000
ClosingOn schedule
Share qualificationMet
The situation — A courier fleet, Edmundston, New Brunswick
A courier fleet in Edmundston, New Brunswick had an offer on the table and 15 months to close. The shares did not qualify for the capital gains exemption, and passive assets sitting inside the operating company, disqualifying the shares was part of the reason.
What we did for A courier fleet, Edmundston, New Brunswick
We purified the corporation so the shares met the qualifying tests, then recalculated the corporate tax at the 11.5% combined small business rate and rebased the instalments on the current year well ahead of the closing date.
The result — A courier fleet, Edmundston, New Brunswick
The sale closed on schedule with $605,000 sheltered by the lifetime capital gains exemption across the shareholders.
Case Study 6 · Records and systems rebuilt
26 Months Reconciled And $8,000 Of Input Tax Recovered — Digital Product Agency, Edmundston
Client: A digital product agency · Where: Edmundston, New Brunswick · Engagement: 4 weeks, fixed fee
Months reconciled26
Input tax recovered$8,000
Close time7 days
The situation — A digital product agency, Edmundston, New Brunswick
A digital product agency in Edmundston, New Brunswick was carrying 15% HST charged on every sale regardless of where the customer was located. Nothing reconciled, and every filing started with 26 months of cleanup.
What we did for A digital product agency, Edmundston, New Brunswick
We rebuilt from source rather than correcting on top of the existing file. We assessed and claimed New Brunswick Research and Development Tax Credit alongside the federal return, then set the routine that keeps it clean.
The result — A digital product agency, Edmundston, New Brunswick
26 months reconciled to the bank. The close now takes 7 days, and $8,000 of previously unclaimable input tax was recovered in the process.
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.
