Case Study 1
$75,000 Of Arbitrary Assessments Vacated After 6 Years — Film Production Services Company, Fort St. John
The CRA had assessed a film production services company in Fort St. John, British Columbia on estimates across 6 unfiled years. Real filings vacated $75,000 of that tax.
6 years of unfiled returns had turned into notional assessments at a film production services company in Fort St. John, British Columbia, with sector-specific exposure the previous accountant had not seen before underneath. Collections had already started. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly. All 6 years were accepted as filed. $75,000 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 6 years.
Case Study 2
Intergenerational Transfer Completed With $495,000 Deferred — Fintech Startup, Fort St. John
A family transfer at a fintech startup in Fort St. John, British Columbia would have been fully taxable because of passive assets sitting inside the operating company, disqualifying the shares. Restructuring deferred $495,000.
A generational transfer at a fintech startup in Fort St. John, British Columbia had been discussed for years without a plan. Passive assets sitting inside the operating company, disqualifying the shares meant the transfer as contemplated would have been fully taxable. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, sequencing the steps so each one was complete and documented before the next depended on it. $495,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 3
$144,000 Credit Claim Filed And Accepted Without Adjustment — Recreation Facility Operator, Fort St. John
A recreation facility operator in Fort St. John, British Columbia had never tested its work against the eligibility rules. The resulting $144,000 claim was accepted without adjustment.
A recreation facility operator in Fort St. John, British Columbia assumed the credits did not apply to a business its size. British Columbia incentives claimed by competitors and never by this business meant they had applied all along. We identified the qualifying activity, built the documentation to support it, and assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. $144,000 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
Case Study 4
$42,000 Reassessment Reduced To Nil On Review — Two-Location Bistro, Fort St. John
A $42,000 reassessment was proposed against a two-location bistro in Fort St. John, British Columbia following instalments still calculated on a year the business had long outgrown. The documented response reduced it to nil.
A review notice arrived at a two-location bistro in Fort St. John, British Columbia covering its bc tax and accounting file for two tax years. The auditor's working position was an adjustment of $42,000, driven by instalments still calculated on a year the business had long outgrown. Rather than negotiate, we rebuilt the record. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns and submitted a point-by-point response that answered each proposed adjustment with the document behind it. The auditor accepted the documented position and closed the review without adjustment, protecting $42,000 and leaving the prior filings undisturbed.
Case Study 5
Second-Province Expansion Handled, $61,000 Of Cash Released — Property Management Company, Fort St. John
A property management company in Fort St. John, British Columbia expanded into a second province carrying input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. Every obligation was set up in advance and $61,000 of cash released.
Revenue at a property management company in Fort St. John, British Columbia was up sharply and cash was tighter than ever. Underneath 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. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after. $61,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.
Case Study 6
Remuneration Review Saved $54,000 Across Corporate And Personal Returns — Craft Brewery with a, Fort St. John
A remuneration review at a craft brewery with a taproom in Fort St. John, British Columbia found sector-specific exposure the previous accountant had not seen before and saved $54,000 across the corporate and personal returns.
Nothing was wrong at a craft brewery with a taproom in Fort St. John, British Columbia — the filings were on time and accurate. What they were not was planned. Sector-specific exposure the previous accountant had not seen before had never been reviewed. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return, and ran the numbers across both the corporate and personal returns so the saving was real rather than deferred into someone else's hands. $54,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.