6 North Vancouver 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 North Vancouver and its provincial tax regime, not a general example.
Case Study 1 · Objection and relief
$94,000 Of Penalties And Interest Cancelled On Relief — Condo Corporation Manager, North Vancouver
Client: A condo corporation manager · Where: North Vancouver, British Columbia · Engagement: 11 weeks, fixed fee
Penalties and interest cancelled$94,000
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
An assessment of $94,000 landed at a condo corporation manager in North Vancouver, British Columbia following a desk review. The auditor had not seen the records behind sector-specific exposure the previous accountant had not seen before.
What we did
We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return, then set out the legislative basis for the position alongside the documents supporting it.
The result
$94,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 2 · Structure rebuilt
Holding Structure Added, $63,000 Saved Annually — Bar and Live-Music Venue, North Vancouver
Client: A bar and live-music venue · Where: North Vancouver, British Columbia · Engagement: 7 weeks, fixed fee
Annual saving$63,000
ReorganisationTax-neutral
StructureMatches operations
The situation
A bar and live-music venue in North Vancouver, British Columbia was carrying a provincial payroll levy that had never been registered for or remitted, and every option for fixing it ran through a reorganisation that had to be done without triggering tax.
What we did
Working with the client's lawyer, we assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return and prepared the elections, resolutions and valuations the structure needed to stand up.
The result
The structure now matches the business. Annual saving of $63,000, and the reorganisation itself was tax-neutral.
Case Study 3 · Backlog brought current
Collections Halted And $127,000 Cut From A 3-Year Backlog — House-Flipping Operation, North Vancouver
Client: A house-flipping operation · Where: North Vancouver, British Columbia · Engagement: 10 weeks, fixed fee
Balance reduced by$127,000
Backlog cleared3 years
CollectionsHalted
The situation
By the time a house-flipping operation in North Vancouver, British Columbia called, 3 years were outstanding and the CRA had assessed on estimates. Underneath it sat input tax credits claimed against BC provincial tax, which is not recoverable the way GST is.
What we did
We reconstructed the records year by year and registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. Each filing replaced an arbitrary assessment with a real one.
The result
The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $127,000, and a relief application addressed part of the accumulated interest.
Case Study 4 · Sale and succession
Share Sale Restructured, $190,000 Less Tax On Closing — Live Events Production Company, North Vancouver
Client: A live events production company · Where: North Vancouver, British Columbia · Engagement: 7 weeks, fixed fee
Tax saved on closing$190,000
PriceAs agreed
Post-closing adjustmentsNone
The situation
A live events production company in North Vancouver, British Columbia was preparing to sell. Due diligence surfaced no valuation on file to support the price the parties had agreed, which would have reduced the price or killed the deal outright.
What we did
We cleaned up the historical file, recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, and prepared the due-diligence package the buyer's advisers actually asked for.
The result
The deal closed at the agreed price. $190,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 5 · Missed incentive claimed
$70,000 Credit Claim Filed And Accepted Without Adjustment — Custom Software Development Shop, North Vancouver
Client: A custom software development shop · Where: North Vancouver, British Columbia · Engagement: 4 weeks, fixed fee
Claim value$70,000
AcceptedWithout adjustment
RepeatableAnnually
The situation
A custom software development shop in North Vancouver, 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 separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns.
The result
$70,000 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 · CRA review defended
$114,000 Reassessment Reduced To Nil On Review — Talent Management Agency, North Vancouver
Client: A talent management agency · Where: North Vancouver, British Columbia · Engagement: 9 weeks, fixed fee
Reassessment reduced toNil
Tax protected$114,000
Prior filingsUndisturbed
The situation
A review notice arrived at a talent management agency in North Vancouver, British Columbia covering its bc tax and accounting file for two tax years. The auditor's working position was an adjustment of $114,000, driven by sector-specific exposure the previous accountant had not seen before.
What we did
Rather than negotiate, we rebuilt the record. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return 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 $114,000 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.
