Case Study 1
Filed On Time From A Standing Start, $106,000 Penalty Avoided — Coffee Shop Group, Delta
A coffee shop group in Delta, British Columbia was 4 weeks from a deadline while carrying provincial sales tax collected but never remitted on the separate BC return. Filing complete and on time avoided roughly $106,000 in penalties.
A coffee shop group in Delta, British Columbia came to us 4 weeks before its filing deadline with provincial sales tax collected but never remitted on the separate BC return. A late filing would have triggered a penalty of roughly $106,000 before interest. We worked backwards from the deadline. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, prioritising the items that actually gated the filing and deferring everything that did not. The return was filed on time and complete. The $106,000 penalty never arose, and the compliance calendar we set means the next deadline is scheduled rather than discovered.
Case Study 2
Books Rebuilt From Source, $5,900 In Unclaimed Input Tax Found — Gallery and Art Dealer, Delta
The ledger at a gallery and art dealer in Delta, British Columbia could not support its own filings because of input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. Rebuilding it surfaced $5,900 in unclaimed input tax.
A gallery and art dealer in Delta, British Columbia could not answer basic questions about its own numbers, because input tax credits claimed against BC provincial tax, which is not recoverable the way GST is sat between the bank statements and the ledger. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty, then documented the process so the work does not depend on any one person remembering how it was done. Records rebuilt and reconciled, $5,900 recovered in input tax credits that the old file could not support, and a documented monthly process now in place.
Case Study 3
Remittance Schedule Corrected, $62,000 Refunded — IT Managed-Services Provider, Delta
Remittances at an IT managed-services provider in Delta, British Columbia were chronically late because of a provincial payroll levy that had never been registered for or remitted. Fixing the schedule refunded $62,000.
Remittances at an IT managed-services provider in Delta, British Columbia were consistently late by a few days, which was enough to trigger penalties every quarter. Behind it sat a provincial payroll levy that had never been registered for or remitted. We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return, then moved the remittance dates into a scheduled process rather than a monthly decision. Penalties stopped from the following remittance onwards, and $62,000 of overpaid instalments was refunded.
Case Study 4
$38,000 Saved By Correcting What Prior Filings Had Missed — Fine-Dining Restaurant, Delta
A second opinion for a fine-dining restaurant in Delta, British Columbia found sector-specific exposure the previous accountant had not seen before in prior filings and recovered $38,000 a year.
A fine-dining restaurant in Delta, British Columbia asked for a second opinion on its bc tax and accounting file after three years of rising tax. The review found sector-specific exposure the previous accountant had not seen before. We built the comparison first — current structure against two alternatives — and then assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. First-year saving of $38,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 5
Growth Handled Without A Missed Filing, $61,000 Freed — Residential Rental Portfolio, Delta
Scaling exposed instalments still calculated on a year the business had long outgrown at a residential rental portfolio in Delta, British Columbia. The back office was rebuilt to match, freeing $61,000.
A residential rental portfolio in Delta, British Columbia was opening in a second province — different filing obligations, a different payroll regime, and instalments still calculated on a year the business had long outgrown already in the file. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns 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. $61,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 6
Audit Defence Closed In 9 Weeks, $93,000 Cleared — Data Analytics Consultancy, Delta
A data analytics consultancy in Delta, British Columbia was under review over provincial sales tax collected but never remitted on the separate BC return. The file closed in 9 weeks with $93,000 of proposed tax cleared.
A data analytics consultancy in Delta, British Columbia was selected for review after provincial sales tax collected but never remitted on the separate BC return showed up in the CRA's automated matching. The proposed adjustment on its bc tax and accounting file came to $93,000. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. Every figure in the response traced to a source record the auditor could verify without asking a second question. The review closed with no change. $93,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.