6 Corporate Tax Objection tax and accounting engagements in full — what the client came to us with, what we did, and what it was worth. Each one is specific to corporate tax objection work, not a general example.
Case Study 1 · Missed incentive claimed
$145,000 In Credits Claimed That Prior Filings Had Missed — Corporation Under a GST/HST, Lethbridge
Client: A corporation under a GST/HST review · Where: Lethbridge, Alberta · Engagement: 10 weeks, fixed fee
Credits claimed$145,000
Years adjusted5
Review outcomeNo adjustment
The situation
A corporation under a GST/HST review in Lethbridge, Alberta had been filing for 5 years without ever claiming the incentives its activity qualified for. Behind that sat a director liability assessment for a corporation that had already stopped operating.
What we did
We tested each activity against the eligibility criteria rather than the description on the invoice, then brought every outstanding return current, then negotiated a payment arrangement that stopped the collections action.
The result
$145,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 2 · Scaling without breaking
Growth Handled Without A Missed Filing, $58,000 Freed — Company Facing a Payroll, Edmonton
Client: A company facing a payroll trust examination · Where: Edmonton, Alberta · Engagement: 7 weeks, fixed fee
Cash freed$58,000
Compliance failuresNone
ReportingMonthly
The situation
A company facing a payroll trust examination in Edmonton, Alberta was opening in a second province — different filing obligations, a different payroll regime, and six years of unfiled corporate and personal returns and an active collections file already in the file.
What we did
We assembled the contemporaneous records, filed a structured response to each proposed adjustment with the supporting documents indexed, and had the proposal withdrawn and put monthly reporting in place so the owner could see the cash effect of growth while there was still time to act on it.
The result
Growth was absorbed without a compliance failure. $58,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 3 · Cash and remittance control
Remittance Schedule Corrected, $27,000 Refunded — Importer Under a Customs, Halifax
Client: An importer under a customs and GST audit · Where: Halifax, Nova Scotia · Engagement: 8 weeks, fixed fee
Overpayment refunded$27,000
Late remittances sinceZero
ScheduleAutomated
The situation
Remittances at an importer under a customs and GST audit in Halifax, Nova Scotia were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat a director liability assessment for a corporation that had already stopped operating.
What we did
We filed the disclosure through the Voluntary Disclosures Program before contact, which removed the gross-negligence penalty entirely, then moved the remittance dates into a scheduled process rather than a monthly decision.
The result
Penalties stopped from the following remittance onwards, and $27,000 of overpaid instalments was refunded.
Case Study 4 · Deadline rescue
Filed On Time From A Standing Start, $70,000 Penalty Avoided — Taxpayer with Eight Years, Regina
Client: A taxpayer with eight years of unfiled returns · Where: Regina, Saskatchewan · Engagement: 11 weeks, fixed fee
Penalty avoided$70,000
Turnaround11 weeks
FiledOn time
The situation
A taxpayer with eight years of unfiled returns in Regina, Saskatchewan came to us 11 weeks before its filing deadline with a proposal letter with a 30-day response window and no supporting records assembled. A late filing would have triggered a penalty of roughly $70,000 before interest.
What we did
We worked backwards from the deadline. We traced each unexplained deposit to its source — loans, transfers between accounts, an insurance settlement — and reduced the net-worth assessment accordingly, prioritising the items that actually gated the filing and deferring everything that did not.
The result
The return was filed on time and complete. The $70,000 penalty never arose, and the compliance calendar we set means the next deadline is scheduled rather than discovered.
Case Study 5 · Structure rebuilt
Holding Structure Added, $15,500 Saved Annually — Professional Under a Lifestyle, Moncton
Client: A professional under a lifestyle audit · Where: Moncton, New Brunswick · Engagement: 6 weeks, fixed fee
Annual saving$15,500
ReorganisationTax-neutral
StructureMatches operations
The situation
A professional under a lifestyle audit in Moncton, New Brunswick was carrying a net-worth assessment built on unexplained deposits that were actually loan proceeds, and every option for fixing it ran through a reorganisation that had to be done without triggering tax.
What we did
Working with the client's lawyer, we brought every outstanding return current, then negotiated a payment arrangement that stopped the collections action and prepared the elections, resolutions and valuations the structure needed to stand up.
The result
The structure now matches the business. Annual saving of $15,500, and the reorganisation itself was tax-neutral.
Case Study 6 · Sale and succession
Intergenerational Transfer Completed With $210,000 Deferred — Family Business Under a, Toronto
Client: A family business under a related-party review · Where: Toronto, Ontario · Engagement: 9 weeks, fixed fee
Tax deferred$210,000
TransferCompleted
RecordsReview-ready
The situation
A generational transfer at a family business under a related-party review in Toronto, Ontario had been discussed for years without a plan. Passive assets sitting inside the operating company, disqualifying the shares meant the transfer as contemplated would have been fully taxable.
What we did
We assembled the contemporaneous records, filed a structured response to each proposed adjustment with the supporting documents indexed, and had the proposal withdrawn, sequencing the steps so each one was complete and documented before the next depended on it.
The result
$210,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Reviewed for the 2025 tax year by Udit Gupta, Certified Tax Accountant. Figures describe representative engagements of this type; outcomes depend on your own facts. Client names and identifying details are omitted for confidentiality.
