6 worked Port Moody 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 Moody and its provincial tax regime, not a specific client's file.
Case Study 1 · Planning that cut the bill
$10,000 Cut From The Annual Tax Bill — Seasonal Cottage Host, Port Moody
Client: A cottage owner renting through a booking platform in season · Where: Port Moody, British Columbia · Engagement: 11 weeks, fixed fee
First-year saving$10,000
RepeatsAnnually
Filing positionUnchanged in risk
The situation — A cottage owner renting through a booking platform in season, Port Moody, British Columbia
A cottage owner renting through a booking platform in season in Port Moody, British Columbia was compliant but paying more than it needed to. The prior year had been filed correctly. It still left provincial sales tax collected but never remitted on the separate BC return on the table.
What we did for A cottage owner renting through a booking platform in season, Port Moody, British Columbia
We modelled the current position against the alternatives before changing anything. Then we recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year.
The result — A cottage owner renting through a booking platform in season, Port Moody, British Columbia
The change saved $10,000 in the first year and repeats annually. Nothing about the filings became more aggressive. The position is simply the one the rules already allowed.
Case Study 2 · Scaling without breaking
Scaled To 66 Staff With $66,000 Of Working Capital Freed — Digital Product Agency, Port Moody
Client: A digital product agency · Where: Port Moody, British Columbia · Engagement: 7 weeks, fixed fee
Headcount reached66
Working capital freed$66,000
Missed deadlinesZero
The situation — A digital product agency, Port Moody, British Columbia
A digital product agency in Port Moody, British Columbia was growing fast, with headcount reaching 66 in eighteen months. The back office had not kept up. Sector-specific exposure the previous accountant had not seen before was the first thing to break.
What we did for A digital product agency, Port Moody, British Columbia
We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. We built the compliance calendar for the size the business was becoming rather than the size it had been.
The result — A digital product agency, Port Moody, British Columbia
The business reached 66 staff with no missed remittance and no late filing. $66,000 of working capital was freed in the process.
Case Study 3 · CRA review defended
$94,000 Proposed Adjustment Withdrawn In Full — Cybersecurity Firm, Port Moody
Client: A cybersecurity firm · Where: Port Moody, British Columbia · Engagement: 11 weeks, fixed fee
Adjustment withdrawn$94,000
File closed in11 weeks
Penalties assessedNone
The situation — A cybersecurity firm, Port Moody, British Columbia
A cybersecurity firm in Port Moody, British Columbia received a proposal letter opening a review of its BC tax and accounting file. The CRA had identified input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. It proposed an adjustment of $94,000, with 30 days to respond.
What we did for A cybersecurity firm, Port Moody, British Columbia
We treated the response as an evidence exercise rather than an argument. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. We then indexed every supporting document against the specific line the auditor had questioned.
The result — A cybersecurity firm, Port Moody, British Columbia
The proposed adjustment was withdrawn in full — all $94,000 of it. The file closed in 11 weeks with no change to the assessed amounts and no penalty.
Case Study 4 · Missed incentive claimed
$130,000 Credit Claim Filed And Accepted Without Adjustment — Mobile App Studio, Port Moody
Client: A mobile app studio · Where: Port Moody, British Columbia · Engagement: 7 weeks, fixed fee
Claim value$130,000
AcceptedWithout adjustment
RepeatableAnnually
The situation — A mobile app studio, Port Moody, British Columbia
A mobile app studio in Port Moody, British Columbia assumed the credits did not apply to a business its size. BC Scientific Research and Experimental Development Tax Credit eligibility that had never been assessed meant they had applied all along.
What we did for A mobile app studio, Port Moody, British Columbia
We identified the qualifying activity and built the documentation to support it. Then we separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns.
The result — A mobile app studio, Port Moody, British Columbia
$130,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
Case Study 5 · Sale and succession
Intergenerational Transfer Completed With $330,000 Deferred — B2B SaaS Company, Port Moody
Client: A B2B SaaS company · Where: Port Moody, British Columbia · Engagement: 11 weeks, fixed fee
Tax deferred$330,000
TransferCompleted
RecordsReview-ready
The situation — A B2B SaaS company, Port Moody, British Columbia
A generational transfer at a B2B SaaS company in Port Moody, 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 for A B2B SaaS company, Port Moody, British Columbia
We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. We sequenced the steps so each one was complete and documented before the next depended on it.
The result — A B2B SaaS company, Port Moody, British Columbia
$330,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 6 · Backlog brought current
Collections Halted And $54,000 Cut From A 4-Year Backlog — Condo Corporation Manager, Port Moody
Client: A condo corporation manager · Where: Port Moody, British Columbia · Engagement: 7 weeks, fixed fee
Balance reduced by$54,000
Backlog cleared4 years
CollectionsHalted
The situation — A condo corporation manager, Port Moody, British Columbia
By the time a condo corporation manager in Port Moody, British Columbia called, 4 years were outstanding. The CRA had assessed on estimates. Underneath it sat provincial sales tax collected but never remitted on the separate BC return.
What we did for A condo corporation manager, Port Moody, British Columbia
We reconstructed the records year by year. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. Each filing replaced an arbitrary assessment with a real one.
The result — A condo corporation manager, Port Moody, British Columbia
The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $54,000, and a relief application addressed part of the accumulated interest.
Reviewed by Udit Gupta, Founder and Tax Accountant for the 2025 tax year. 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.
