Case Study 1
11-Week Turnaround Beat The Deadline And Saved $55,000 — Condo Corporation Manager, West Kelowna
A 11-week rebuild at a condo corporation manager in West Kelowna, British Columbia got the filing in with 15 days to spare, avoiding $55,000 in penalties.
With the deadline for its bc tax and accounting file weeks away, a condo corporation manager in West Kelowna, British Columbia was carrying sector-specific exposure the previous accountant had not seen before. The exposure if the date slipped was around $55,000. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return. The filing went in complete rather than provisional, so there was no amended return to follow. Filed with 15 days to spare. $55,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 2
Notice Of Objection Allowed In Full, $56,000 Reversed — Ghost-Kitchen Operator, West Kelowna
A $56,000 reassessment landed at a ghost-kitchen operator in West Kelowna, British Columbia, resting on a provincial payroll levy that had never been registered for or remitted. The objection was allowed in full.
A ghost-kitchen operator in West Kelowna, British Columbia had been reassessed for $56,000 and had 12 days left on the objection deadline. The reassessment rested on a provincial payroll levy that had never been registered for or remitted. We filed the objection inside the deadline with a complete submission rather than a placeholder, and assessed and claimed BC Small Business Venture Capital Tax Credit alongside the federal return. The appeals officer allowed the objection in full. $56,000 was reversed and the account returned to a nil balance.
Case Study 3
Holding Structure Added, $65,000 Saved Annually — Custom Software Development Shop, West Kelowna
A custom software development shop in West Kelowna, British Columbia needed a holding structure to deal with input tax credits claimed against BC provincial tax, which is not recoverable the way GST is. The reorganisation was tax-neutral and removed $65,000 of annual exposure.
A custom software development shop in West Kelowna, British Columbia was carrying input tax credits claimed against BC provincial tax, which is not recoverable the way GST is, 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 registered the provincial payroll account, caught up the outstanding remittances, and applied for relief on the penalty and prepared the elections, resolutions and valuations the structure needed to stand up. The structure now matches the business. Annual saving of $65,000, and the reorganisation itself was tax-neutral.
Case Study 4
$30,500 Of Arbitrary Assessments Vacated After 7 Years — Theatre Company, West Kelowna
The CRA had assessed a theatre company in West Kelowna, British Columbia on estimates across 7 unfiled years. Real filings vacated $30,500 of that tax.
7 years of unfiled returns had turned into notional assessments at a theatre company in West Kelowna, British Columbia, with provincial sales tax collected but never remitted on the separate BC return underneath. Collections had already started. We recalculated the corporate tax at the 11% combined small business rate and rebased the instalments on the current year, then filed every outstanding year in chronological order so the CRA could vacate the notional assessments cleanly. All 7 years were accepted as filed. $30,500 of arbitrarily assessed tax was vacated, collections action stopped, and the account is current for the first time in 7 years.
Case Study 5
Share Sale Restructured, $275,000 Less Tax On Closing — Hardware Startup, West Kelowna
Due diligence at a hardware startup in West Kelowna, British Columbia surfaced a single shareholder holding every share, with no room to multiply the exemption. Restructuring the sale saved $275,000 against the original terms.
A hardware startup in West Kelowna, British Columbia was preparing to sell. Due diligence surfaced a single shareholder holding every share, with no room to multiply the exemption, which would have reduced the price or killed the deal outright. We cleaned up the historical file, 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 due-diligence package the buyer's advisers actually asked for. The deal closed at the agreed price. $275,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 6
Incentive Review Recovered $11,000 Across 6 Open Years — Film Production Services Company, West Kelowna
An incentive review at a film production services company in West Kelowna, British Columbia found BC Small Business Venture Capital Tax Credit eligibility that had never been assessed and recovered $11,000 across 6 open years.
An incentive review at a film production services company in West Kelowna, British Columbia started from a simple question: what has never been claimed? The answer ran to 6 years, driven by BC Small Business Venture Capital Tax Credit eligibility that had never been assessed. We assessed and claimed BC Scientific Research and Experimental Development Tax Credit alongside the federal return, documenting eligibility to the standard a reviewer would apply rather than the standard a claim form requires. The credits produced $11,000 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.