6 Revelstoke tax and accounting engagements in full — what the client came to us with, what we did, and what it was worth. Each one is specific to Revelstoke and its provincial tax regime, not a general example.
Case Study 1 · Backlog brought current
4 Years Filed, $63,000 Removed From The Assessed Balance — Craft Brewery with a, Revelstoke
Client: A craft brewery with a taproom · Where: Revelstoke, British Columbia · Engagement: 4 weeks, fixed fee
Years filed4
Assessed balance removed$63,000
CollectionsStopped
The situation
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.
What we did
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.
The result
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 · Planning that cut the bill
$24,000 Saved By Correcting What Prior Filings Had Missed — Theatre Company, Revelstoke
Client: A theatre company · Where: Revelstoke, British Columbia · Engagement: 6 weeks, fixed fee
Saving identified$24,000
RecurringYes
Positions documentedAll
The situation
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.
What we did
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.
The result
First-year saving of $24,000, with the same benefit recurring. Every position taken is documented and supported in the file.
Client: A short-term rental operator · Where: Revelstoke, British Columbia · Engagement: 3 weeks, fixed fee
Annual saving$38,500
ReorganisationTax-neutral
StructureMatches operations
The situation
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.
What we did
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 result
The structure now matches the business. Annual saving of $38,500, and the reorganisation itself was tax-neutral.
Case Study 4 · Scaling without breaking
Growth Handled Without A Missed Filing, $128,000 Freed — Hardware Startup, Revelstoke
Client: A hardware startup · Where: Revelstoke, British Columbia · Engagement: 7 weeks, fixed fee
Cash freed$128,000
Compliance failuresNone
ReportingMonthly
The situation
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.
What we did
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.
The result
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 · Objection and relief
$27,500 Of Penalties And Interest Cancelled On Relief — Fine-Dining Restaurant, Revelstoke
Client: A fine-dining restaurant · Where: Revelstoke, British Columbia · Engagement: 3 weeks, fixed fee
Penalties and interest cancelled$27,500
Relief groundsAccepted
AssessmentAdjusted to filed position
The situation
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.
What we did
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.
The result
$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 · CRA review defended
$81,000 Reassessment Reduced To Nil On Review — Film Production Services Company, Revelstoke
Client: A film production services company · Where: Revelstoke, British Columbia · Engagement: 11 weeks, fixed fee
Reassessment reduced toNil
Tax protected$81,000
Prior filingsUndisturbed
The situation
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.
What we did
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 result
The auditor accepted the documented position and closed the review without adjustment, protecting $81,000 and leaving the prior filings undisturbed.
Reviewed for the 2025 tax year by Udit Gupta, Certified Tax Accountant. Figures describe representative engagements of this type; outcomes depend on your own facts. Client names and identifying details are omitted for confidentiality.
