About us
With over $4 million recovered in indirect tax credits, refunds and rebates for businesses and not-for-profits in various industries, we are confident that if your organization is leaving money on the table, we can recover it for you.
As part of our review, we also assess your indirect tax systems to identify potential exposures. You receive valuable insights and process feedback - completely free of charge, regardless of recovery outcomes.
We handle the full analysis, review, and documentation process from start to finish. Your team’s only task is to provide data access - leaving you free to focus on operations.
And while our core service is indirect tax recovery, we also assist our clients with advisory and audit-defense when needed.
Frequently Asked Questions
What information do you need to get started?
We request accounts payable data and sales tax reports/GLs to get started. We might request some additional reports based on the information gathered during the kick off call. We guide you through the process and keep requests as streamlined as possible.
How does the “no recovery, no fee” guarantee work?
If we don’t identify any recoveries, you owe nothing. When we do, our fee is a percentage of the amount we recover for you.
Will this take a lot of my time?
No. We handle the heavy lifting. After an initial call and secure data transfer, we perform the analysis independently. Most clients find the process simple and low effort.
How far back can you go to recover credits?
We typically review up to four years of historical data, in line with standard tax authority deadlines. Acting sooner helps ensure no credits become statute-barred and unclaimable.
How long does the process take?
Most engagements are completed within 3 to 4 weeks, depending on data size and complexity. We keep you informed and updated at each stage.
What types of taxes do you review?
We specialize in Canadian GST/HST, QST, and PST recovery. Our review also identifies duplicate payments and potential exposures.
What makes your approach different?
We perform a detailed, transaction-level review rather than focusing only on large or obvious items. This allows us to identify credits often missed by internal teams or prior reviews. Our review also often identifies duplicate payments, accounting errors resulting in overpayments, and even tax exposures where you might have claimed more than you were entitled to. You still get tremendous benefit from our review, even in the rare circumstance where no amount is recovered.
Will this trigger an audit with the tax authorities?
No. Claiming eligible credits is a normal part of compliance. If our work is ever reviewed by any tax authority, we support you through the process at no additional cost.
What if we have already worked with another firm?
It is still worth a second look. We often identify additional recoveries that were missed in prior reviews due to our deeper approach.
Do you help with filing the recoveries?
Yes. We provide a clear recovery schedule and can assist your team in filing the claims to ensure everything is completed accurately.
What happens after the review is completed?
In addition to identifying recoveries, we provide practical recommendations to improve processes and prevent missed credits going forward.
What is your fees?
We typically charge 35% of the amount we recover. Our fees can go up to 50% for smaller organisations.
