Below are some of the cases we have been successful in resolving. This is a sampling of the types of cases we have handled in the past. If you do not find an example of your situation below, feel free to contact us at firstname.lastname@example.org with any questions you may have.
Our client built a seniors residence and was denied a $600,000 HST rebate. The CRA denied the building was actually built for seniors, the client’s accountant was unsuccessful at resolving the matter with the CRA, but at the court level we settled the matter before a hearing and the client received the entire rebate.
Disallowed Business Deductions
Our client was an entrepreneur and claimed a number of business expenses. The CRA denied them and the client’s accountant, who proposed a split between the expenses, was unable to settle the matter. We took the matter through the court process and got an even better settlement than the CRA had earlier rejected - well prior to incurring the expense of a hearing.
Our client was a large multinational construction company that used electronic payroll software. Through a miscalculation it did not report a taxable benefit given to thousands of workers who worked on a major construction project over the course of three years. We represented the workers in making a voluntary disclosure on their behalves to straighten out the mess with no penalties.
Our client came to us mystified as to why he was reassessed to add additional income. We discovered that, without his knowing, a family trust had named him as a beneficiary. We not only got the assessment overturned, but managed to get a refund of taxes going back ten years.
REASSESSMENT OF DIRECTORS FOR TAXES OWED BY CORPORATION
We were retained by two directors of a corporation after they were assessed for over $1,000,000 relating to unremitted source deductions by a corporation. We resolved the matter completely after filing a Notice of Objection.
THIRD PARTY PENALTY
Our client retained us after being assessed a penalty of almost $550,000. We handled the matter from the Tax Court, through the Federal Court of Appeal and to the Supreme Court of Canada.
DISALLOWED CHARITABLE DONATION TAX RECEIPTS
We were retained by the Estate of a deceased donor to a charity. While the charity was known to have engaged in some fraudulent receipting we managed to convince the CRA that there was no proof that the deceased donor had engaged in such activity.
DENIED PRINCIPAL RESIDENCE EXEMPTION
Our client retained us after she was assessed capital gains tax on the sale of five homes in six years. After filing a Notice of Objection we showed that each of these sales was, in fact, legitimate and not in pursuit of business.
DISALLOWED CHARITABLE DONATION TAX RECEIPT
We were retained by donors of artwork to charity. The CRA disallowed the donation tax receipt and sat on the files for over a decade. We settled the matter at the Tax Court after filing a motion to strike the Crown’s pleadings.
FIGHTING CHARITABLE REVOCATION
After several attempts by a variety of different charities, we obtained a stay for the revocation of a charity, at the time the first charity to do so.
We were retained after a corporate client who had fallen into difficult times but was then on its feet and was trying to catch up on its source reductions. The CRA attempted to shut down the organization but we negotiated a mutually agreeable settlement with the CRA.
Our client retained us after the CRA forced the organization to make a proposal in bankruptcy in order to settle its source reductions. At that stage, we were able to negotiate a mutually agreeable settlement and the organization is functioning strongly today.