6 worked Port Coquitlam case studies — the position a client typically comes to us with, what we do, and what it is worth. Each is an illustrative example built on the rules that apply to Port Coquitlam and its provincial tax regime, not a specific client's file.
Case Study 1 · Records and systems rebuilt
Month-End Close Cut From 10 Weeks To 5 Days — Quick-Service Franchise Operator, Port Coquitlam
Client: A quick-service franchise operator · Where: Port Coquitlam, British Columbia · Engagement: 5 weeks, fixed fee
Close time before10 weeks
Close time after5 days
Year-endReview, not rebuild
The situation — A quick-service franchise operator, Port Coquitlam, British Columbia
The accounting file at a quick-service franchise operator in Port Coquitlam, British Columbia was built on provincial sales tax collected but never remitted on the separate BC return. The year-end had taken 10 weeks each of the last three years.
What we did for A quick-service franchise operator, Port Coquitlam, British Columbia
We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year and moved the reconciliations into the monthly cycle, so the year-end stopped being a rebuild.
The result — A quick-service franchise operator, Port Coquitlam, British Columbia
The file reconciles. Month-end closes in 5 days instead of 10 weeks, and the year-end is a review rather than a reconstruction.
Case Study 2 · Missed incentive claimed
Incentive Review Recovered $25,500 Across 5 Open Years — Land Development Company, Port Coquitlam
Client: A land development company · Where: Port Coquitlam, British Columbia · Engagement: 3 weeks, fixed fee
Recovered$25,500
Open years claimed5
Ongoing trackingIn place
The situation — A land development company, Port Coquitlam, British Columbia
An incentive review at a land development company in Port Coquitlam, British Columbia started from a simple question: what has never been claimed? The answer ran to 5 years, driven by BC Small Business Venture Capital Tax Credit eligibility that had never been assessed.
What we did for A land development company, Port Coquitlam, British Columbia
We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires.
The result — A land development company, Port Coquitlam, British Columbia
The credits produced $25,500 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 3 · Deadline rescue
11-Week Turnaround Beat The Deadline And Saved $77,000 — Owner-Occupied Bed and Breakfast, Port Coquitlam
Client: An owner-occupied bed and breakfast with three guest rooms · Where: Port Coquitlam, British Columbia · Engagement: 11 weeks, fixed fee
Late-filing penalty avoided$77,000
Filed with12 days to spare
Next yearPapers ready
The situation — An owner-occupied bed and breakfast with three guest rooms, Port Coquitlam, British Columbia
With the deadline for its bc tax and accounting file weeks away, an owner-occupied bed and breakfast with three guest rooms in Port Coquitlam, British Columbia was carrying instalments still calculated on a year the business had long outgrown. The exposure if the date slipped was around $77,000.
What we did for An owner-occupied bed and breakfast with three guest rooms, Port Coquitlam, British Columbia
We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns. The filing went in complete rather than provisional, so there was no amended return to follow.
The result — An owner-occupied bed and breakfast with three guest rooms, Port Coquitlam, British Columbia
Filed with 12 days to spare. $77,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 4 · CRA review defended
Audit Defence Closed In 10 Weeks, $139,000 Cleared — Property Management Company, Port Coquitlam
Client: A property management company · Where: Port Coquitlam, British Columbia · Engagement: 10 weeks, fixed fee
Proposed tax cleared$139,000
Review duration10 weeks
OutcomeNo change
The situation — A property management company, Port Coquitlam, British Columbia
A property management company in Port Coquitlam, British Columbia was selected for review after input tax credits claimed against BC provincial tax, which is not recoverable the way GST is showed up in the CRA's automated matching. The proposed adjustment on its bc tax and accounting file came to $139,000.
What we did for A property management company, Port Coquitlam, British Columbia
We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. Every figure in the response traced to a source record the auditor could verify without asking a second question.
The result — A property management company, Port Coquitlam, British Columbia
The review closed with no change. $139,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 5 · Objection and relief
Notice Of Objection Allowed In Full, $100,000 Reversed — Highway Motel, Port Coquitlam
Client: A twenty-room highway motel · Where: Port Coquitlam, British Columbia · Engagement: 11 weeks, fixed fee
Amount reversed$100,000
ObjectionAllowed in full
Account balanceNil
The situation — A twenty-room highway motel, Port Coquitlam, British Columbia
A twenty-room highway motel in Port Coquitlam, British Columbia had been reassessed for $100,000 and had 7 days left on the objection deadline. The reassessment rested on sector-specific exposure the previous accountant had not seen before.
What we did for A twenty-room highway motel, Port Coquitlam, British Columbia
We filed the objection inside the deadline with a complete submission rather than a placeholder, and assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return.
The result — A twenty-room highway motel, Port Coquitlam, British Columbia
The appeals officer allowed the objection in full. $100,000 was reversed and the account returned to a nil balance.
Case Study 6 · Scaling without breaking
Scaled To 82 Staff With $124,000 Of Working Capital Freed — Film Production Services Company, Port Coquitlam
Client: A film production services company · Where: Port Coquitlam, British Columbia · Engagement: 11 weeks, fixed fee
Headcount reached82
Working capital freed$124,000
Missed deadlinesZero
The situation — A film production services company, Port Coquitlam, British Columbia
A film production services company in Port Coquitlam, British Columbia was growing fast — headcount to 82 in eighteen months — and the back office had not kept up. Provincial sales tax collected but never remitted on the separate BC return was the first thing to break.
What we did for A film production services company, Port Coquitlam, British Columbia
We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, and built the compliance calendar for the size the business was becoming rather than the size it had been.
The result — A film production services company, Port Coquitlam, British Columbia
The business reached 82 staff with no missed remittance and no late filing. $124,000 of working capital was freed in the process.
Reviewed for the 2025 tax year by Udit Gupta, Founder and Tax Accountant. These case studies are illustrative worked examples composed from the CRA rules that apply to this type of work, not specific client files; figures are representative and outcomes depend on your own facts.
