6 Campbell River 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 Campbell River and its provincial tax regime, not a general example.
Case Study 1 · Backlog brought current
7 Years Filed, $82,000 Removed From The Assessed Balance — Digital Product Agency, Campbell River
Client: A digital product agency · Where: Campbell River, British Columbia · Engagement: 8 weeks, fixed fee
Years filed7
Assessed balance removed$82,000
CollectionsStopped
The situation
A digital product agency in Campbell River, British Columbia had not filed for 7 years. The CRA had issued arbitrary assessments, and the business was carrying provincial sales tax collected but never remitted on the separate BC return on top of a growing interest balance.
What we did
We started with the oldest year and worked forward so each year's closing balances fed the next. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, filing the years in sequence rather than all at once.
The result
Every year is now filed and assessed on actual figures. The notional assessments were vacated and $82,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 2 · Cash and remittance control
$127,000 Of Working Capital Freed From The Tax Cycle — Bar and Live-Music Venue, Campbell River
Client: A bar and live-music venue · Where: Campbell River, British Columbia · Engagement: 9 weeks, fixed fee
Working capital freed$127,000
On-time remittancesEvery period since
Forecast horizon13 weeks
The situation
A bar and live-music venue in Campbell River, British Columbia was profitable on paper and short of cash every month. Instalments still calculated on a year the business had long outgrown explained most of the gap.
What we did
We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars.
The result
$127,000 was released back into working capital. Remittances have been on time every period since, and the forecast shows the tax outflow before it lands.
Case Study 3 · Sale and succession
Share Sale Restructured, $605,000 Less Tax On Closing — Film Production Services Company, Campbell River
Client: A film production services company · Where: Campbell River, British Columbia · Engagement: 3 weeks, fixed fee
Tax saved on closing$605,000
PriceAs agreed
Post-closing adjustmentsNone
The situation
A film production services company in Campbell River, British Columbia was preparing to sell. Due diligence surfaced a minute book with no resolutions behind a decade of dividends, which would have reduced the price or killed the deal outright.
What we did
We cleaned up the historical file, assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return, and prepared the due-diligence package the buyer's advisers actually asked for.
The result
The deal closed at the agreed price. $605,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 4 · Records and systems rebuilt
26 Months Reconciled And $10,500 Of Input Tax Recovered — Real Estate Investment Partnership, Campbell River
Client: A real estate investment partnership · Where: Campbell River, British Columbia · Engagement: 5 weeks, fixed fee
Months reconciled26
Input tax recovered$10,500
Close time6 days
The situation
A real estate investment partnership in Campbell River, British Columbia was carrying a provincial payroll levy that had never been registered for or remitted. Nothing reconciled, and every filing started with 26 months of cleanup.
What we did
We rebuilt from source rather than correcting on top of the existing file. We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return, then set the routine that keeps it clean.
The result
26 months reconciled to the bank. The close now takes 6 days, and $10,500 of previously unclaimable input tax was recovered in the process.
Case Study 5 · Missed incentive claimed
$73,000 Credit Claim Filed And Accepted Without Adjustment — Hardware Startup, Campbell River
Client: A hardware startup · Where: Campbell River, British Columbia · Engagement: 9 weeks, fixed fee
Claim value$73,000
AcceptedWithout adjustment
RepeatableAnnually
The situation
A hardware startup in Campbell River, British Columbia assumed the credits did not apply to a business its size. British Columbia incentives claimed by competitors and never by this business meant they had applied all along.
What we did
We identified the qualifying activity, built the documentation to support it, and registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty.
The result
$73,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
Case Study 6 · Deadline rescue
$70,000 Late-Filing Penalty Cancelled On Relief Application — Coffee Shop Group, Campbell River
Client: A coffee shop group · Where: Campbell River, British Columbia · Engagement: 7 weeks, fixed fee
Penalty cancelled$70,000
Relief applicationGranted
ReturnAccepted as filed
The situation
A coffee shop group in Campbell River, British Columbia had already missed one deadline and was about to miss a second. Behind it sat provincial sales tax collected but never remitted on the separate BC return, and a penalty of $70,000 was accruing.
What we did
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 result
The outstanding return was accepted as filed, and the taxpayer relief application cancelled $70,000 of the penalty already assessed on the earlier year.
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.
