6 Penticton 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 Penticton and its provincial tax regime, not a general example.
Case Study 1 · Missed incentive claimed
Incentive Review Recovered $123,000 Across 6 Open Years — B2B SaaS Company, Penticton
Client: A B2B SaaS company · Where: Penticton, British Columbia · Engagement: 9 weeks, fixed fee
Recovered$123,000
Open years claimed6
Ongoing trackingIn place
The situation
An incentive review at a B2B SaaS company in Penticton, British Columbia started from a simple question: what has never been claimed? The answer ran to 6 years, driven by BC Clean Buildings Tax Credit eligibility that had never been assessed.
What we did
We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result
The credits produced $123,000 across the open years, and the tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 2 · Planning that cut the bill
$20,500 Saved By Correcting What Prior Filings Had Missed — Live Events Production Company, Penticton
Client: A live events production company · Where: Penticton, British Columbia · Engagement: 6 weeks, fixed fee
Saving identified$20,500
RecurringYes
Positions documentedAll
The situation
A live events production company in Penticton, British Columbia asked for a second opinion on its bc tax and accounting file after three years of rising tax. The review found instalments still calculated on a year the business had long outgrown.
What we did
We built the comparison first — current structure against two alternatives — and then separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns.
The result
First-year saving of $20,500, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 3 · Deadline rescue
9-Week Turnaround Beat The Deadline And Saved $52,000 — Custom Software Development Shop, Penticton
Client: A custom software development shop · Where: Penticton, British Columbia · Engagement: 9 weeks, fixed fee
Late-filing penalty avoided$52,000
Filed with16 days to spare
Next yearPapers ready
The situation
With the deadline for its bc tax and accounting file weeks away, a custom software development shop in Penticton, British Columbia was carrying a provincial payroll levy that had never been registered for or remitted. The exposure if the date slipped was around $52,000.
What we did
We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. The filing went in complete rather than provisional, so there was no amended return to follow.
The result
Filed with 16 days to spare. $52,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 4 · Backlog brought current
7 Years Filed, $103,000 Removed From The Assessed Balance — Sports Academy, Penticton
Client: A sports academy · Where: Penticton, British Columbia · Engagement: 7 weeks, fixed fee
Years filed7
Assessed balance removed$103,000
CollectionsStopped
The situation
A sports academy in Penticton, 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 $103,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 5 · CRA review defended
Audit Defence Closed In 3 Weeks, $127,000 Cleared — IT Managed-Services Provider, Penticton
Client: An IT managed-services provider · Where: Penticton, British Columbia · Engagement: 3 weeks, fixed fee
Proposed tax cleared$127,000
Review duration3 weeks
OutcomeNo change
The situation
An IT managed-services provider in Penticton, British Columbia was selected for review after sector-specific exposure the previous accountant had not seen before showed up in the CRA's automated matching. The proposed adjustment on its bc tax and accounting file came to $127,000.
What we did
We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. Every figure in the response traced to a source record the auditor could verify without asking a second question.
The result
The review closed with no change. $127,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 6 · Cash and remittance control
$82,000 Of Working Capital Freed From The Tax Cycle — Talent Management Agency, Penticton
Client: A talent management agency · Where: Penticton, British Columbia · Engagement: 4 weeks, fixed fee
Working capital freed$82,000
On-time remittancesEvery period since
Forecast horizon13 weeks
The situation
A talent management agency in Penticton, British Columbia was profitable on paper and short of cash every month. Input tax credits claimed against BC provincial tax, which is not recoverable the way GST is explained most of the gap.
What we did
We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars.
The result
$82,000 was released back into working capital. Remittances have been on time every period since, and the forecast shows the tax outflow before it lands.
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.
