Case Study 1
Corporate Structure Rebuilt For $60,000 Of Annual Savings — Talent Management Agency, Vernon
The structure at a talent management agency in Vernon, British Columbia no longer fitted the business, and sector-specific exposure the previous accountant had not seen before showed it. Rebuilding it saves $60,000 a year.
The structure at a talent management agency in Vernon, British Columbia had been set up years earlier for a business that no longer existed, and sector-specific exposure the previous accountant had not seen before had become expensive. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. The reorganisation used the rollover provisions rather than a taxable transfer, so no tax fell due on the restructuring itself. $60,000 of annual saving, achieved on a tax-deferred basis. The minute book, elections and valuations are all in the file.
Case Study 2
Second-Province Expansion Handled, $61,000 Of Cash Released — Cybersecurity Firm, Vernon
A cybersecurity firm in Vernon, British Columbia expanded into a second province carrying instalments still calculated on a year the business had long outgrown. Every obligation was set up in advance and $61,000 of cash released.
Revenue at a cybersecurity firm in Vernon, British Columbia was up sharply and cash was tighter than ever. Underneath it sat instalments still calculated on a year the business had long outgrown. We separated the federal GST and BC provincial sales tax streams, reconciled both to the sales ledger, and filed the corrected provincial returns. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after. $61,000 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 3
$80,000 Of Penalties And Interest Cancelled On Relief — Residential Rental Portfolio, Vernon
A residential rental portfolio in Vernon, British Columbia was carrying $80,000 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 $80,000 landed at a residential rental portfolio in Vernon, 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. $80,000 of penalties and interest was cancelled under the taxpayer relief provisions, and the underlying assessment was adjusted to match the filed position.
Case Study 4
$122,000 Proposed Adjustment Withdrawn In Full — Coffee Shop Group, Vernon
A coffee shop group in Vernon, British Columbia faced a $122,000 proposed reassessment after input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. We rebuilt the documentation and the adjustment was withdrawn in full.
A coffee shop group in Vernon, British Columbia received a proposal letter opening a review of its bc tax and accounting file. The CRA had identified input tax credits claimed against BC provincial tax, which is not recoverable the way GST is and proposed an adjustment of $122,000, with 30 days to respond. We treated the response as an evidence exercise rather than an argument. We registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty, then indexed every supporting document against the specific line the auditor had questioned. The proposed adjustment was withdrawn in full — all $122,000 of it. The file closed in 10 weeks with no change to the assessed amounts and no penalty.
Case Study 5
$114,000 Late-Filing Penalty Cancelled On Relief Application — Mortgage Brokerage, Vernon
A mortgage brokerage in Vernon, British Columbia had already been penalised over a provincial payroll levy that had never been registered for or remitted. A relief application cancelled $114,000 of that penalty.
A mortgage brokerage in Vernon, British Columbia had already missed one deadline and was about to miss a second. Behind it sat a provincial payroll levy that had never been registered for or remitted, and a penalty of $114,000 was accruing. We split the work into what had to happen before the deadline and what could follow it, then assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. The outstanding return was accepted as filed, and the taxpayer relief application cancelled $114,000 of the penalty already assessed on the earlier year.
Case Study 6
$141,000 In Credits Claimed That Prior Filings Had Missed — Theatre Company, Vernon
6 years of filings at a theatre company in Vernon, British Columbia had never claimed the incentives the work qualified for. The review recovered $141,000.
A theatre company in Vernon, British Columbia had been filing for 6 years without ever claiming the incentives its activity qualified for. Behind that sat British Columbia incentives claimed by competitors and never by this business. We tested each activity against the eligibility criteria rather than the description on the invoice, then assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. $141,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.