Case Study 1
Books Rebuilt From Source, $18,500 In Unclaimed Input Tax Found — Coffee Shop Group, Castlegar
The ledger at a coffee shop group in Castlegar, British Columbia could not support its own filings because of provincial sales tax collected but never remitted on the separate BC return. Rebuilding it surfaced $18,500 in unclaimed input tax.
A coffee shop group in Castlegar, British Columbia could not answer basic questions about its own numbers, because provincial sales tax collected but never remitted on the separate BC return sat between the bank statements and the ledger. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, then documented the process so the work does not depend on any one person remembering how it was done. Records rebuilt and reconciled, $18,500 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 2
Remittance Schedule Corrected, $115,000 Refunded — Mortgage Brokerage, Castlegar
Remittances at a mortgage brokerage in Castlegar, British Columbia were chronically late because of input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. Fixing the schedule refunded $115,000.
Remittances at a mortgage brokerage in Castlegar, British Columbia were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty, then moved the remittance dates into a scheduled process rather than a monthly decision. Penalties stopped from the following remittance onwards, and $115,000 of overpaid instalments was refunded.
Case Study 3
$55,000 Saved By Correcting What Prior Filings Had Missed — Talent Management Agency, Castlegar
A second opinion for a talent management agency in Castlegar, British Columbia found a provincial payroll levy that had never been registered for or remitted in prior filings and recovered $55,000 a year.
A talent management agency in Castlegar, British Columbia asked for a second opinion on its bc tax and accounting file after three years of rising tax. The review found a provincial payroll levy that had never been registered for or remitted. We built the comparison first — current structure against two alternatives — and then assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. First-year saving of $55,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 4
Growth Handled Without A Missed Filing, $82,000 Freed — Cybersecurity Firm, Castlegar
Scaling exposed sector-specific exposure the previous accountant had not seen before at a cybersecurity firm in Castlegar, British Columbia. The back office was rebuilt to match, freeing $82,000.
A cybersecurity firm in Castlegar, British Columbia was opening in a second province — different filing obligations, a different payroll regime, and sector-specific exposure the previous accountant had not seen before already in the file. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return 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. Growth was absorbed without a compliance failure. $82,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 5
$40,000 Proposed Adjustment Withdrawn In Full — Residential Rental Portfolio, Castlegar
A residential rental portfolio in Castlegar, British Columbia faced a $40,000 proposed reassessment after instalments still calculated on a year the business had long outgrown. We rebuilt the documentation and the adjustment was withdrawn in full.
A residential rental portfolio in Castlegar, British Columbia received a proposal letter opening a review of its bc tax and accounting file. The CRA had identified instalments still calculated on a year the business had long outgrown and proposed an adjustment of $40,000, with 30 days to respond. We treated the response as an evidence exercise rather than an argument. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns, then indexed every supporting document against the specific line the auditor had questioned. The proposed adjustment was withdrawn in full — all $40,000 of it. The file closed in 10 weeks with no change to the assessed amounts and no penalty.
Case Study 6
$72,000 In Credits Claimed That Prior Filings Had Missed — Food Truck Operator, Castlegar
5 years of filings at a food truck operator in Castlegar, British Columbia had never claimed the incentives the work qualified for. The review recovered $72,000.
A food truck operator in Castlegar, British Columbia had been filing for 5 years without ever claiming the incentives its activity qualified for. Behind that sat British Columbia incentives claimed by competitors and never by this business. We tested each activity against the eligibility criteria rather than the description on the invoice, then recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. $72,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.