6 Whitehorse 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 Whitehorse and its provincial tax regime, not a general example.
Case Study 1 · CRA review defended
$112,000 Reassessment Reduced To Nil On Review — Bar and Live-Music Venue, Whitehorse
Client: A bar and live-music venue · Where: Whitehorse, Yukon · Engagement: 3 weeks, fixed fee
Reassessment reduced toNil
Tax protected$112,000
Prior filingsUndisturbed
The situation
A review notice arrived at a bar and live-music venue in Whitehorse, Yukon covering its yt tax and accounting file for two tax years. The auditor's working position was an adjustment of $112,000, driven by instalments still calculated on a year the business had long outgrown.
What we did
Rather than negotiate, we rebuilt the record. We assessed and claimed Yukon Research and Development Tax Credit (15%) 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 $112,000 and leaving the prior filings undisturbed.
Case Study 2 · Sale and succession
Share Sale Restructured, $505,000 Less Tax On Closing — Two-Partner Engineering Practice, Whitehorse
Client: A two-partner engineering practice · Where: Whitehorse, Yukon · Engagement: 3 weeks, fixed fee
Tax saved on closing$505,000
PriceAs agreed
Post-closing adjustmentsNone
The situation
A two-partner engineering practice in Whitehorse, Yukon was preparing to sell. Due diligence surfaced a minute book with no resolutions behind a decade of dividends, which would have reduced the price or killed the deal outright.
What we did
We cleaned up the historical file, recalculated the corporate tax at the 9% combined small business rate and rebased the instalments on the current year, and prepared the due-diligence package the buyer's advisers actually asked for.
The result
The deal closed at the agreed price. $505,000 of tax was saved against the structure originally proposed, with no post-closing adjustment.
Case Study 3 · Structure rebuilt
Reorganisation Completed Tax-Deferred, $38,500 Saved Each Year — Marketing Agency, Whitehorse
A marketing agency in Whitehorse, Yukon had outgrown the structure it started with. Sales into HST provinces billed at YT’s 5% GST rate was the immediate problem; the longer-term one was that the structure blocked the next step.
What we did
We mapped the current structure, modelled the target, and registered for the out-of-province obligations that had been triggered, then reconciled the GST filings to the sales ledger province by province — with the tax-deferred elections filed on time and the supporting valuations documented.
The result
The reorganisation completed without triggering tax, and the new structure saves approximately $38,500 a year while removing the exposure the old one carried.
Case Study 4 · Deadline rescue
8-Week Turnaround Beat The Deadline And Saved $82,000 — Insurance Brokerage, Whitehorse
With the deadline for its yt tax and accounting file weeks away, an insurance brokerage in Whitehorse, Yukon was carrying sector-specific exposure the previous accountant had not seen before. The exposure if the date slipped was around $82,000.
What we did
We assessed and claimed Yukon Small Business Investment Tax Credit alongside the federal return. The filing went in complete rather than provisional, so there was no amended return to follow.
The result
Filed with 23 days to spare. $82,000 in late-filing penalties avoided, and the working papers are ready for the following year.
Case Study 5 · Cash and remittance control
Instalments Rebased, $89,000 Of Cash Returned To The Business — Grain Farm Corporation, Whitehorse
A grain farm corporation in Whitehorse, Yukon was paying instalments calculated on a prior year that no longer reflected the business. A registration threshold crossed on out-of-province sales that nobody was tracking was tying up $89,000 of cash.
What we did
We rebased the instalments on the current-year estimate rather than the prior-year default, and assessed and claimed Yukon Research and Development Tax Credit (15%) alongside the federal return.
The result
$89,000 of cash stayed in the business, the penalty cycle ended, and the instalment position is reviewed each quarter against actual results.
Case Study 6 · Scaling without breaking
Growth Handled Without A Missed Filing, $65,000 Freed — Oilfield Services Company, Whitehorse
Client: An oilfield services company · Where: Whitehorse, Yukon · Engagement: 6 weeks, fixed fee
Cash freed$65,000
Compliance failuresNone
ReportingMonthly
The situation
An oilfield services company in Whitehorse, Yukon was opening in a second province — different filing obligations, a different payroll regime, and instalments still calculated on a year the business had long outgrown already in the file.
What we did
We recalculated the corporate tax at the 9% combined small business rate and rebased the instalments on the current year 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. $65,000 of cash was released, and the monthly reporting now flags a problem while it is still small.
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.
