Case Study 1
4 Years Filed, $63,000 Removed From The Assessed Balance — Craft Brewery with a, Revelstoke
4 years of returns were outstanding at a craft brewery with a taproom in Revelstoke, British Columbia, on top of sector-specific exposure the previous accountant had not seen before. Filing on real numbers removed $63,000 of assessed tax.
A craft brewery with a taproom in Revelstoke, British Columbia had not filed for 4 years. The CRA had issued arbitrary assessments, and the business was carrying sector-specific exposure the previous accountant had not seen before 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 assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return, 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 $63,000 of the estimated balance came off, with a payment arrangement covering the rest.
Case Study 2
$24,000 Saved By Correcting What Prior Filings Had Missed — Theatre Company, Revelstoke
A second opinion for a theatre company in Revelstoke, British Columbia found input tax credits claimed against BC provincial tax, which is not recoverable the way GST is in prior filings and recovered $24,000 a year.
A theatre company in Revelstoke, British Columbia asked for a second opinion on its bc tax and accounting file after three years of rising tax. The review found input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. We built the comparison first — current structure against two alternatives — and then registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty. First-year saving of $24,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Case Study 3
Holding Structure Added, $38,500 Saved Annually — Short-Term Rental Operator, Revelstoke
A short-term rental operator in Revelstoke, British Columbia needed a holding structure to deal with instalments still calculated on a year the business had long outgrown. The reorganisation was tax-neutral and removed $38,500 of annual exposure.
A short-term rental operator in Revelstoke, British Columbia was carrying instalments still calculated on a year the business had long outgrown, 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 separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns and prepared the elections, resolutions and valuations the structure needed to stand up. The structure now matches the business. Annual saving of $38,500, and the reorganisation itself was tax-neutral.
Case Study 4
Growth Handled Without A Missed Filing, $128,000 Freed — Hardware Startup, Revelstoke
Scaling exposed a provincial payroll levy that had never been registered for or remitted at a hardware startup in Revelstoke, British Columbia. The back office was rebuilt to match, freeing $128,000.
A hardware startup in Revelstoke, British Columbia was opening in a second province — different filing obligations, a different payroll regime, and a provincial payroll levy that had never been registered for or remitted already in the file. We assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return 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. $128,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
Case Study 5
$27,500 Of Penalties And Interest Cancelled On Relief — Fine-Dining Restaurant, Revelstoke
A fine-dining restaurant in Revelstoke, British Columbia was carrying $27,500 of penalties and interest from provincial sales tax collected but never remitted on the separate BC return. A relief application cancelled it.
An assessment of $27,500 landed at a fine-dining restaurant in Revelstoke, British Columbia following a desk review. The auditor had not seen the records behind provincial sales tax collected but never remitted on the separate BC return. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, then set out the legislative basis for the position alongside the documents supporting it. $27,500 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 6
$81,000 Reassessment Reduced To Nil On Review — Film Production Services Company, Revelstoke
A $81,000 reassessment was proposed against a film production services company in Revelstoke, British Columbia following sector-specific exposure the previous accountant had not seen before. The documented response reduced it to nil.
A review notice arrived at a film production services company in Revelstoke, British Columbia covering its bc tax and accounting file for two tax years. The auditor's working position was an adjustment of $81,000, driven by sector-specific exposure the previous accountant had not seen before. Rather than negotiate, we rebuilt the record. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return 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 $81,000 and leaving the prior filings undisturbed.