Case Study 1
Second-Province Expansion Handled, $24,000 Of Cash Released — Fine-Dining Restaurant, Prince Rupert
A fine-dining restaurant in Prince Rupert, British Columbia expanded into a second province carrying a provincial payroll levy that had never been registered for or remitted. Every obligation was set up in advance and $24,000 of cash released.
Revenue at a fine-dining restaurant in Prince Rupert, British Columbia was up sharply and cash was tighter than ever. Underneath 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. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after. $24,000 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 2
$60,000 Late-Filing Penalty Cancelled On Relief Application — Mobile App Studio, Prince Rupert
A mobile app studio in Prince Rupert, British Columbia had already been penalised over provincial sales tax collected but never remitted on the separate BC return. A relief application cancelled $60,000 of that penalty.
A mobile app studio in Prince Rupert, British Columbia had already missed one deadline and was about to miss a second. Behind it sat provincial sales tax collected but never remitted on the separate BC return, and a penalty of $60,000 was accruing. We split the work into what had to happen before the deadline and what could follow it, then recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year. The outstanding return was accepted as filed, and the taxpayer relief application cancelled $60,000 of the penalty already assessed on the earlier year.
Case Study 3
Intergenerational Transfer Completed With $885,000 Deferred — Residential Rental Portfolio, Prince Rupert
A family transfer at a residential rental portfolio in Prince Rupert, British Columbia would have been fully taxable because of passive assets sitting inside the operating company, disqualifying the shares. Restructuring deferred $885,000.
A generational transfer at a residential rental portfolio in Prince Rupert, 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 assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return, sequencing the steps so each one was complete and documented before the next depended on it. $885,000 of tax was deferred through the transfer, and the successor generation took over a corporation whose records stood up to review.
Case Study 4
Remuneration Review Saved $22,000 Across Corporate And Personal Returns — Bakery and Cafe, Prince Rupert
A remuneration review at a bakery and cafe in Prince Rupert, British Columbia found input tax credits claimed against BC provincial tax, which is not recoverable the way GST is and saved $22,000 across the corporate and personal returns.
Nothing was wrong at a bakery and cafe in Prince Rupert, British Columbia — the filings were on time and accurate. What they were not was planned. Input tax credits claimed against BC provincial tax, which is not recoverable the way GST is had never been reviewed. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty, and ran the numbers across both the corporate and personal returns so the saving was real rather than deferred into someone else's hands. $22,000 came off the combined corporate and personal tax bill, and the structure holds for future years without further work.
Case Study 5
Desk-Review Assessment Of $120,000 Vacated — Data Analytics Consultancy, Prince Rupert
A desk review assessed a data analytics consultancy in Prince Rupert, British Columbia $120,000 over instalments still calculated on a year the business had long outgrown. Producing the records vacated it.
A data analytics consultancy in Prince Rupert, British Columbia was carrying $120,000 of penalties and interest arising from instalments still calculated on a year the business had long outgrown, much of it accumulated during a period the CRA itself had delayed. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns and framed the relief application on the specific grounds the CRA guidelines recognise rather than on general hardship. The assessment was vacated. $120,000 came off the account, and the documentation now on file makes the same position straightforward to defend next time.
Case Study 6
$41,000 In Credits Claimed That Prior Filings Had Missed — Property Management Company, Prince Rupert
3 years of filings at a property management company in Prince Rupert, British Columbia had never claimed the incentives the work qualified for. The review recovered $41,000.
A property management company in Prince Rupert, British Columbia had been filing for 3 years without ever claiming the incentives its activity qualified for. Behind that sat BC Scientific Research and Experimental Development 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. $41,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.