6 Enderby 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 Enderby and its provincial tax regime, not a general example.
Case Study 1 · Scaling without breaking
Growth Handled Without A Missed Filing, $90,000 Freed — Theatre Company, Enderby
Client: A theatre company · Where: Enderby, British Columbia · Engagement: 3 weeks, fixed fee
Cash freed$90,000
Compliance failuresNone
ReportingMonthly
The situation
A theatre company in Enderby, British Columbia was opening in a second province — different filing obligations, a different payroll regime, and instalments still calculated on a year the business had long outgrown already in the file.
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 put monthly reporting in place so the owner could see the cash effect of growth while there was still time to act on it.
The result
Growth was absorbed without a compliance failure. $90,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 2 · Cash and remittance control
Instalments Rebased, $48,000 Of Cash Returned To The Business — Dance Studio, Enderby
Client: A dance studio · Where: Enderby, British Columbia · Engagement: 7 weeks, fixed fee
Cash returned$48,000
Instalment basisCurrent year
ReviewedQuarterly
The situation
A dance studio in Enderby, British Columbia was paying instalments calculated on a prior year that no longer reflected the business. Input tax credits claimed against BC provincial tax, which is not recoverable the way GST is was tying up $48,000 of cash.
What we did
We rebased the instalments on the current-year estimate rather than the prior-year default, and registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty.
The result
$48,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Client: A recreation facility operator · Where: Enderby, British Columbia · Engagement: 3 weeks, fixed fee
Penalty cancelled$41,000
Relief applicationGranted
ReturnAccepted as filed
The situation
A recreation facility operator in Enderby, British Columbia had already missed one deadline and was about to miss a second. Behind it sat sector-specific exposure the previous accountant had not seen before, and a penalty of $41,000 was accruing.
What we did
We split the work into what had to happen before the deadline and what could follow it, then assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return.
The result
The outstanding return was accepted as filed, and the taxpayer relief application cancelled $41,000 of the penalty already assessed on the earlier year.
Case Study 4 · Structure rebuilt
Corporate Structure Rebuilt For $39,500 Of Annual Savings — Real Estate Brokerage, Enderby
Client: A real estate brokerage · Where: Enderby, British Columbia · Engagement: 9 weeks, fixed fee
Saving per year$39,500
DocumentationComplete
Transfer basisRollover
The situation
The structure at a real estate brokerage in Enderby, British Columbia had been set up years earlier for a business that no longer existed, and provincial sales tax collected but never remitted on the separate BC return had become expensive.
What we did
We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. The reorganisation used the rollover provisions rather than a taxable transfer, so no tax fell due on the restructuring itself.
The result
$39,500 of annual saving, achieved on a tax-deferred basis. The minute book, elections and valuations are all in the file.
Case Study 5 · Sale and succession
Intergenerational Transfer Completed With $670,000 Deferred — Land Development Company, Enderby
Client: A land development company · Where: Enderby, British Columbia · Engagement: 11 weeks, fixed fee
Tax deferred$670,000
TransferCompleted
RecordsReview-ready
The situation
A generational transfer at a land development company in Enderby, British Columbia had been discussed for years without a plan. A minute book with no resolutions behind a decade of dividends meant the transfer as contemplated would have been fully taxable.
What we did
We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return, sequencing the steps so each one was complete and documented before the next depended on it.
The result
$670,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 6 · CRA review defended
$72,000 Reassessment Reduced To Nil On Review — Mortgage Brokerage, Enderby
Client: A mortgage brokerage · Where: Enderby, British Columbia · Engagement: 6 weeks, fixed fee
Reassessment reduced toNil
Tax protected$72,000
Prior filingsUndisturbed
The situation
A review notice arrived at a mortgage brokerage in Enderby, British Columbia covering its bc tax and accounting file for two tax years. The auditor's working position was an adjustment of $72,000, driven by instalments still calculated on a year the business had long outgrown.
What we did
Rather than negotiate, we rebuilt the record. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns and submitted a point-by-point response that answered each proposed adjustment with the document behind it.
The result
The auditor accepted the documented position and closed the review without adjustment, protecting $72,000 and leaving the prior filings undisturbed.
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.
