Case Study 1
$35,000 Proposed Adjustment Withdrawn In Full — Quick-Service Franchise Operator, Nelson
A quick-service franchise operator in Nelson, British Columbia faced a $35,000 proposed reassessment after a provincial payroll levy that had never been registered for or remitted. We rebuilt the documentation and the adjustment was withdrawn in full.
A quick-service franchise operator in Nelson, British Columbia received a proposal letter opening a review of its bc tax and accounting file. The CRA had identified a provincial payroll levy that had never been registered for or remitted and proposed an adjustment of $35,000, with 30 days to respond. We treated the response as an evidence exercise rather than an argument. We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return, then indexed every supporting document against the specific line the auditor had questioned. The proposed adjustment was withdrawn in full — all $35,000 of it. The file closed in 4 weeks with no change to the assessed amounts and no penalty.
Case Study 2
Collections Halted And $45,000 Cut From A 4-Year Backlog — Two-Location Bistro, Nelson
Collections had begun against a two-location bistro in Nelson, British Columbia over 4 years of unfiled returns. Bringing them current cut $45,000 from the balance.
By the time a two-location bistro in Nelson, British Columbia called, 4 years were outstanding and the CRA had assessed on estimates. Underneath it sat instalments still calculated on a year the business had long outgrown. We reconstructed the records year by year and separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns. Each filing replaced an arbitrary assessment with a real one. The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $45,000, and a relief application addressed part of the accumulated interest.
Case Study 3
$125,000 Late-Filing Penalty Cancelled On Relief Application — Digital Product Agency, Nelson
A digital product agency in Nelson, British Columbia had already been penalised over input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. A relief application cancelled $125,000 of that penalty.
A digital product agency in Nelson, British Columbia had already missed one deadline and was about to miss a second. Behind it sat input tax credits claimed against BC provincial tax, which is not recoverable the way GST is, and a penalty of $125,000 was accruing. We split the work into what had to happen before the deadline and what could follow it, then registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. The outstanding return was accepted as filed, and the taxpayer relief application cancelled $125,000 of the penalty already assessed on the earlier year.
Case Study 4
$17,000 Saved By Correcting What Prior Filings Had Missed — Fintech Startup, Nelson
A second opinion for a fintech startup in Nelson, British Columbia found sector-specific exposure the previous accountant had not seen before in prior filings and recovered $17,000 a year.
A fintech startup in Nelson, 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 $17,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 5
$25,500 Credit Claim Filed And Accepted Without Adjustment — E-Learning Platform, Nelson
An e-learning platform in Nelson, British Columbia had never tested its work against the eligibility rules. The resulting $25,500 claim was accepted without adjustment.
An e-learning platform in Nelson, 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. We identified the qualifying activity, built the documentation to support it, and recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. $25,500 recovered. Because the eligibility analysis is on file, the same claim can be repeated each year with a fraction of the effort.
Case Study 6
Holding Structure Added, $72,000 Saved Annually — Cybersecurity Firm, Nelson
A cybersecurity firm in Nelson, British Columbia needed a holding structure to deal with a provincial payroll levy that had never been registered for or remitted. The reorganisation was tax-neutral and removed $72,000 of annual exposure.
A cybersecurity firm in Nelson, British Columbia was carrying a provincial payroll levy that had never been registered for or remitted, and every option for fixing it ran through a reorganisation that had to be done without triggering tax. Working with the client's lawyer, we assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return and prepared the elections, resolutions and valuations the structure needed to stand up. The structure now matches the business. Annual saving of $72,000, and the reorganisation itself was tax-neutral.