Case Study 1
Instalments Rebased, $118,000 Of Cash Returned To The Business — Data Analytics Consultancy, Powell River
A data analytics consultancy in Powell River, British Columbia was overpaying instalments because of provincial sales tax collected but never remitted on the separate BC return. Rebasing them returned $118,000 to the business.
A data analytics consultancy in Powell River, British Columbia was paying instalments calculated on a prior year that no longer reflected the business. Provincial sales tax collected but never remitted on the separate BC return was tying up $118,000 of cash. We rebased the instalments on the current-year estimate rather than the prior-year default, and recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. $118,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 2
$31,500 Saved By Correcting What Prior Filings Had Missed — Two-Location Bistro, Powell River
A second opinion for a two-location bistro in Powell River, British Columbia found sector-specific exposure the previous accountant had not seen before in prior filings and recovered $31,500 a year.
A two-location bistro in Powell River, 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 $31,500, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 3
Growth Handled Without A Missed Filing, $85,000 Freed — Fine-Dining Restaurant, Powell River
Scaling exposed input tax credits claimed against BC provincial tax, which is not recoverable the way GST is at a fine-dining restaurant in Powell River, British Columbia. The back office was rebuilt to match, freeing $85,000.
A fine-dining restaurant in Powell River, British Columbia was opening in a second province — different filing obligations, a different payroll regime, and input tax credits claimed against BC provincial tax, which is not recoverable the way GST is already in the file. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty 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. $85,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 4
$25,000 Proposed Adjustment Withdrawn In Full — Talent Management Agency, Powell River
A talent management agency in Powell River, British Columbia faced a $25,000 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 talent management agency in Powell River, 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 $25,000, 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 $25,000 of it. The file closed in 7 weeks with no change to the assessed amounts and no penalty.
Case Study 5
$69,000 In Credits Claimed That Prior Filings Had Missed — Gallery and Art Dealer, Powell River
3 years of filings at a gallery and art dealer in Powell River, British Columbia had never claimed the incentives the work qualified for. The review recovered $69,000.
A gallery and art dealer in Powell River, British Columbia had been filing for 3 years without ever claiming the incentives its activity qualified for. Behind that sat BC Clean Buildings Tax Credit eligibility that had never been assessed. We tested each activity against the eligibility criteria rather than the description on the invoice, then assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. $69,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 6
$385,000 Sheltered By The Lifetime Capital Gains Exemption — Short-Term Rental Operator, Powell River
A short-term rental operator in Powell River, British Columbia was preparing to sell, but retained cash well above what the business needed to operate disqualified the shares. Purification sheltered $385,000 under the exemption.
A short-term rental operator in Powell River, British Columbia had an offer on the table and 33 months to close. The shares did not qualify for the capital gains exemption, and retained cash well above what the business needed to operate was part of the reason. We purified the corporation so the shares met the qualifying tests, then recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year well ahead of the closing date. The sale closed on schedule with $385,000 sheltered by the lifetime capital gains exemption across the shareholders.