Services

Tax Dispute Resolution

Comprehensive Tax Dispute Solutions for Individuals and Businesses

Tax Dispute Resolution
Introduction

SGA Tax: Your Partner in Complex Tax Disputes

Tax disputes present financial, regulatory, and governance challenges that require informed technical judgment. Audits, reassessments, penalty disputes, and appeals often involve interpretation of legislation, evidentiary analysis, and procedural strategy. SGA Tax provides tax dispute resolution services led by Chartered Professional Accountants and tax specialists with experience across CRA audit, objection, and appeals divisions. Our work focuses on position analysis, documentation support, technical interpretation, and structured engagement with tax authorities to manage financial exposure and protect client interests.

Increased enforcement activity by the Canada Revenue Agency has expanded scrutiny of income reporting, GST/HST compliance, capital gains treatment, and cross-border disclosures. Unresolved disputes may result in penalties, interest accruals, cash-flow strain, or reputational impact. SGA Tax assists clients through each phase of the dispute lifecycle, from audit response through resolution discussions, ensuring that tax positions remain technically supportable while limiting financial disruption.

Many disputes arise from filing errors, incomplete documentation, or inconsistent interpretation of tax rules. Others involve more complex matters such as transfer pricing adjustments, denied credits, or treaty application issues. Assumptions that audits resolve informally or that appeals guarantee relief frequently lead to adverse outcomes. SGA Tax applies legislative analysis under the Income Tax Act, Excise Tax Act, CPP and GST/HST frameworks to clarify issues, correct deficiencies, and pursue proportionate resolutions through negotiation or formal objection where warranted.

Our Solutions

SGA Tax: Our Core Tax Dispute Services

Tax Reassessment Appeals

Tax Reassessment Appeals

SGA Tax reviews CRA reassessments for technical accuracy and procedural compliance. Our team prepares objections, supporting schedules, and legal submissions addressing factual discrepancies or misapplied legislation. Engagement with CRA Appeals is conducted strategically to resolve disputes without unnecessary escalation.

Tax Litigation and Settlement

Tax Litigation and Settlement

Where disputes advance beyond the objection stage, SGA Tax supports settlement negotiations or litigation before the Tax Court of Canada. Assistance includes technical analysis, evidence preparation, settlement evaluation, and coordination with legal counsel to manage risk and cost exposure.

Tax Compliance Reviews

Tax Compliance Reviews

Proactive compliance reviews identify exposure areas before audit initiation. SGA Tax evaluates filings, supporting records, tax positions, and disclosure obligations to address deficiencies and reduce reassessment risk.

Negotiation and Mediation

Negotiation and Mediation

SGA Tax represents clients in negotiations involving penalty relief, interest reduction, payment arrangements, and audit resolution. Discussions are grounded in legislative authority and administrative policy to support defensible outcomes.

Corporate Tax Disputes

Corporate Tax Disputes

Corporate dispute services address GST/HST assessments, transfer pricing adjustments, capital transaction disputes, and restructuring-related reassessments. The focus remains on maintaining operational continuity while resolving tax authority challenges.

Cross-Border Tax Issues

Cross-Border Tax Issues

SGA Tax assists with disputes involving foreign income, treaty interpretation, residency determinations, withholding tax assessments, and information reporting penalties. Cross-border matters are handled with coordinated Canadian and U.S. tax expertise.

Voluntary Disclosures Program (VDP)

Voluntary Disclosures Program (VDP)

SGA Tax advises on eligibility for the CRA’s Voluntary Disclosures Program and prepares complete submissions addressing prior omissions or inaccuracies. Proper disclosure mitigates penalties and reduces audit exposure while restoring compliance.

FEATURE

SGA Tax: Your Trusted Advisor for Resolving Tax Disputes

Effective tax dispute resolution requires command of legislation, administrative practice, and audit procedure. SGA Tax combines technical tax knowledge with practical CRA engagement experience to manage disputes efficiently and proportionately. Each matter begins with a structured review of audit findings, risk assessment, and resolution pathways aligned with legislative authority.

Our team works alongside internal finance personnel, external auditors, and legal advisors to coordinate responses and streamline communication. Services extend from audit representation and objection filings to negotiated settlements and litigation support. This integrated approach reduces duplication, controls costs, and strengthens technical consistency.

SGA Tax emphasizes risk management, documentation integrity, and procedural compliance. Clients receive clear guidance through voluntary disclosures, audit readiness planning, settlement negotiations, and appeals, ensuring that dispute resolution supports long-term financial stability.

Releated Services

We provide end-to-end support including company formation, tax registration, compliance management, and banking assistance to help your business operate smoothly.

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Our Experts

Why Choose SGA Tax for Tax Dispute Resolution?

1
Integrated Expertise

Our services combine tax, legal, and estate planning solutions all in one place.

2
Canadian Certified Professionals

Our team includes local Canadian CPA, CAs, and lawyers from SGA CPA Professional Corporation and Spear & Shield Law Professional Corporation.

3
Prestigious Memberships

Our team is part of national organizations like American Institute of Certified Public Accountants (AICPA), Local US State Accounting Board, the Canadian Tax Foundation (CTF), Society of Trust and Estate Practitioners Canada (STEP Canada), Estate Planning Council of Canada, Chartered Professional Accountants of Canada (CPA Canada), Conference for Advanced Life Underwriting (CALU), Law Society of Ontario (LSO), and the Canadian Bar Association.

4
Decades of Experience

Our professionals bring over 15 years of experience in tax and law.

5
Advanced Qualifications

Our experienced team has completed advanced tax courses, including AICPA advanced tax courses, CPA Canada In-Depth Tax Course and the Trust and Estate Practitioner course, to provide in-depth tax advice to our clients.

6
Continuous Learning

We attend workshops and seminars from bodies like AICPA, CPD hours for US CPA license, CPA Canada, STEP Canada, CALU, Canadian Tax Foundation (CTF), The Advocate Society (TAS), Toronto Lawyer Association (TLA), Law Society of Ontario (LSO), Estate Planning Council of Canada, and Mississauga (EPCM).

7
U.S. Tax Expertise

We have in-house U.S. CPAs registered with the US CPA local state and board, along with AICPA, providing cross-border tax advice and have extensive experience dealing with the IRS, long-time serving our clients.

8
Unified Approach

Our professionals collaborate to provide comprehensive advice, eliminating the need for multiple experts.

Strategic Alliances & Industry Memberships

Proudly align with Canada’s leading tax professionals, legal advisors, and business associations to ensure that our clients benefit from the highest standards of expertise, compliance, and value.