Case Study 1
Incentive Review Recovered $123,000 Across 6 Open Years — B2B SaaS Company, Penticton
An incentive review at a B2B SaaS company in Penticton, British Columbia found BC Clean Buildings Tax Credit eligibility that had never been assessed and recovered $123,000 across 6 open years.
An incentive review at a B2B SaaS company in Penticton, British Columbia started from a simple question: what has never been claimed? The answer ran to 6 years, driven by BC Clean Buildings Tax Credit eligibility that had never been assessed. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires. The credits produced $123,000 across the open years, and the tracking now in place means the following year's claim is documented as the work happens rather than reconstructed afterwards.
Case Study 2
$20,500 Saved By Correcting What Prior Filings Had Missed — Live Events Production Company, Penticton
A second opinion for a live events production company in Penticton, British Columbia found instalments still calculated on a year the business had long outgrown in prior filings and recovered $20,500 a year.
A live events production company in Penticton, British Columbia asked for a second opinion on its bc tax and accounting file after three years of rising tax. The review found instalments still calculated on a year the business had long outgrown. We built the comparison first — current structure against two alternatives — and then separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns. First-year saving of $20,500, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 3
9-Week Turnaround Beat The Deadline And Saved $52,000 — Custom Software Development Shop, Penticton
A 9-week rebuild at a custom software development shop in Penticton, British Columbia got the filing in with 16 days to spare, avoiding $52,000 in penalties.
With the deadline for its bc tax and accounting file weeks away, a custom software development shop in Penticton, British Columbia was carrying a provincial payroll levy that had never been registered for or remitted. The exposure if the date slipped was around $52,000. We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. The filing went in complete rather than provisional, so there was no amended return to follow. Filed with 16 days to spare. $52,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 4
7 Years Filed, $103,000 Removed From The Assessed Balance — Sports Academy, Penticton
7 years of returns were outstanding at a sports academy in Penticton, British Columbia, on top of provincial sales tax collected but never remitted on the separate BC return. Filing on real numbers removed $103,000 of assessed tax.
A sports academy in Penticton, British Columbia had not filed for 7 years. The CRA had issued arbitrary assessments, and the business was carrying provincial sales tax collected but never remitted on the separate BC return on top of a growing interest balance. We started with the oldest year and worked forward so each year's closing balances fed the next. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, filing the years in sequence rather than all at once. Every year is now filed and assessed on actual figures. The notional assessments were vacated and $103,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 5
Audit Defence Closed In 3 Weeks, $127,000 Cleared — IT Managed-Services Provider, Penticton
An IT managed-services provider in Penticton, British Columbia was under review over sector-specific exposure the previous accountant had not seen before. The file closed in 3 weeks with $127,000 of proposed tax cleared.
An IT managed-services provider in Penticton, British Columbia was selected for review after sector-specific exposure the previous accountant had not seen before showed up in the CRA's automated matching. The proposed adjustment on its bc tax and accounting file came to $127,000. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. 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. $127,000 of proposed tax came off the table, and the documentation now in place makes the next review a short one.
Case Study 6
$82,000 Of Working Capital Freed From The Tax Cycle — Talent Management Agency, Penticton
A talent management agency in Penticton, British Columbia was profitable and permanently short of cash, with input tax credits claimed against BC provincial tax, which is not recoverable the way GST is behind the gap. Restructuring the tax cycle freed $82,000.
A talent management agency in Penticton, British Columbia was profitable on paper and short of cash every month. Input tax credits claimed against BC provincial tax, which is not recoverable the way GST is explained most of the gap. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty and built a thirteen-week cash view so tax payments stopped competing with payroll for the same dollars. $82,000 was released back into working capital. Remittances have been on time every period since, and the forecast shows the tax outflow before it lands.