Case Study 1
$59,000 Cut From The Annual Tax Bill — Family Enterprise, Kelowna
A family enterprise in Kelowna, British Columbia was filing correctly and still overpaying because of filings handled by three different providers with no continuity between them. Restructuring the position cut $59,000 from the annual bill.
A family enterprise in Kelowna, British Columbia was compliant but paying more than it needed to. The prior year had been filed correctly and still left filings handled by three different providers with no continuity between them on the table. We modelled the current position against the alternatives before changing anything, then consolidated the work into a single engagement so the corporate, sales tax and payroll filings finally reconciled to each other. The change saved $59,000 in the first year and repeats annually. Nothing about the filings became more aggressive; the position is simply the one the rules already allowed.
Case Study 2
21 Months Reconciled And $4,400 Of Input Tax Recovered — Owner-Managed Corporation, Vancouver
21 months of records at an owner-managed corporation in Vancouver, British Columbia had never been reconciled, leaving positions taken on prior returns that nobody could explain or support. Rebuilding recovered $4,400.
An owner-managed corporation in Vancouver, British Columbia was carrying positions taken on prior returns that nobody could explain or support. Nothing reconciled, and every filing started with 21 months of cleanup. We rebuilt from source rather than correcting on top of the existing file. We rebuilt the supporting records, corrected the affected filings, and set a compliance calendar covering every deadline the business actually carries, then set the routine that keeps it clean. 21 months reconciled to the bank. The close now takes 6 days, and $4,400 of previously unclaimable input tax was recovered in the process.
Case Study 3
$45,000 Of Penalties And Interest Cancelled On Relief — Service Business with Seasonal, Hamilton
A service business with seasonal revenue in Hamilton, Ontario was carrying $45,000 of penalties and interest from a balance that had been accruing daily compound interest for two years. A relief application cancelled it.
An assessment of $45,000 landed at a service business with seasonal revenue in Hamilton, Ontario following a desk review. The auditor had not seen the records behind a balance that had been accruing daily compound interest for two years. We brought the outstanding filings current and negotiated an arrangement that stopped the interest from compounding further, then set out the legislative basis for the position alongside the documents supporting it. $45,000 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
Collections Halted And $110,000 Cut From A 3-Year Backlog — First-Year Startup, Burnaby
Collections had begun against a first-year startup in Burnaby, British Columbia over 3 years of unfiled returns. Bringing them current cut $110,000 from the balance.
By the time a first-year startup in Burnaby, British Columbia called, 3 years were outstanding and the CRA had assessed on estimates. Underneath it sat deadlines tracked in the owner’s head rather than on a compliance calendar. We reconstructed the records year by year and documented the positions taken, retained the supporting analysis, and prepared the file so a review could be answered in days rather than weeks. Each filing replaced an arbitrary assessment with a real one. The account is current. Filing on real numbers rather than CRA estimates reduced the balance by $110,000, and a relief application addressed part of the accumulated interest.
Case Study 5
$26,000 In Credits Claimed That Prior Filings Had Missed — Growing Small Business, Victoria
4 years of filings at a growing small business in Victoria, British Columbia had never claimed the incentives the work qualified for. The review recovered $26,000.
A growing small business in Victoria, British Columbia had been filing for 4 years without ever claiming the incentives its activity qualified for. Behind that sat filings handled by three different providers with no continuity between them. We tested each activity against the eligibility criteria rather than the description on the invoice, then consolidated the work into a single engagement so the corporate, sales tax and payroll filings finally reconciled to each other. $26,000 in credits claimed, with the open prior years adjusted as well. The claim passed review without adjustment.
Case Study 6
Second-Province Expansion Handled, $94,000 Of Cash Released — Second-Generation Family Company, Guelph
A second-generation family company in Guelph, Ontario expanded into a second province carrying filings handled by three different providers with no continuity between them. Every obligation was set up in advance and $94,000 of cash released.
Revenue at a second-generation family company in Guelph, Ontario was up sharply and cash was tighter than ever. Underneath it sat filings handled by three different providers with no continuity between them. We rebuilt the supporting records, corrected the affected filings, and set a compliance calendar covering every deadline the business actually carries. Every new obligation — registration, remittance frequency, provincial filing — was set up before it was triggered, not after. $94,000 of cash was released from the working capital cycle, and the expansion completed with every registration and filing obligation covered from day one.