Case Study 1
18 Months Reconciled And $8,500 Of Input Tax Recovered — Solar Installation Company, Cold Lake
18 months of records at a solar installation company in Cold Lake, Alberta had never been reconciled, leaving payroll obligations from another province applied to local staff by an out-of-province provider. Rebuilding recovered $8,500.
A solar installation company in Cold Lake, Alberta was carrying payroll obligations from another province applied to local staff by an out-of-province provider. Nothing reconciled, and every filing started with 18 months of cleanup. We rebuilt from source rather than correcting on top of the existing file. We registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province, then set the routine that keeps it clean. 18 months reconciled to the bank. The close now takes 8 days, and $8,500 of previously unclaimable input tax was recovered in the process.
Case Study 2
$106,000 Of Arbitrary Assessments Vacated After 3 Years — Mining Services Supplier, Cold Lake
The CRA had assessed a mining services supplier in Cold Lake, Alberta on estimates across 3 unfiled years. Real filings vacated $106,000 of that tax.
3 years of unfiled returns had turned into notional assessments at a mining services supplier in Cold Lake, Alberta, with sector-specific exposure the previous accountant had not seen before underneath. Collections had already started. We assessed and claimed Alberta Agri-Processing Investment Tax Credit alongside the federal return, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly. All 3 years were accepted as filed. $106,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 3 years.
Case Study 3
Second-Province Expansion Handled, $92,000 Of Cash Released — Logging Contractor, Cold Lake
A logging contractor in Cold Lake, Alberta expanded into a second province carrying instalments still calculated on a year the business had long outgrown. Every obligation was set up in advance and $92,000 of cash released.
Revenue at a logging contractor in Cold Lake, Alberta was up sharply and cash was tighter than ever. Underneath it sat instalments still calculated on a year the business had long outgrown. 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. $92,000 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 4
$135,000 Late-Filing Penalty Cancelled On Relief Application — Oilfield Services Company, Cold Lake
An oilfield services company in Cold Lake, Alberta had already been penalised over sales into HST provinces billed at AB’s 5% GST rate. A relief application cancelled $135,000 of that penalty.
An oilfield services company in Cold Lake, Alberta had already missed one deadline and was about to miss a second. Behind it sat sales into HST provinces billed at AB’s 5% GST rate, and a penalty of $135,000 was accruing. We split the work into what had to happen before the deadline and what could follow it, then recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. The outstanding return was accepted as filed, and the taxpayer relief application cancelled $135,000 of the penalty already assessed on the earlier year.
Case Study 5
$865,000 Sheltered By The Lifetime Capital Gains Exemption — Greenhouse Grower, Cold Lake
A greenhouse grower in Cold Lake, Alberta was preparing to sell, but retained cash well above what the business needed to operate disqualified the shares. Purification sheltered $865,000 under the exemption.
A greenhouse grower in Cold Lake, Alberta had an offer on the table and 28 months to close. The shares did not qualify for the capital gains exemption, and retained cash well above what the business needed to operate was part of the reason. We purified the corporation so the shares met the qualifying tests, then registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province well ahead of the closing date. The sale closed on schedule with $865,000 sheltered by the lifetime capital gains exemption across the shareholders.
Case Study 6
$68,000 Cut From The Annual Tax Bill — Dairy Operation, Cold Lake
A dairy operation in Cold Lake, Alberta was filing correctly and still overpaying because of payroll obligations from another province applied to local staff by an out-of-province provider. Restructuring the position cut $68,000 from the annual bill.
A dairy operation in Cold Lake, Alberta was compliant but paying more than it needed to. The prior year had been filed correctly and still left payroll obligations from another province applied to local staff by an out-of-province provider on the table. We modelled the current position against the alternatives before changing anything, then assessed and claimed Alberta Agri-Processing Investment Tax Credit alongside the federal return. The change saved $68,000 in the first year and repeats annually. Nothing about the filings became more aggressive; the position is simply the one the rules already allowed.