Estates & Trusts
Compassionate, comprehensive support for complex estate matters.
Trust & Estate Services
Estate Tax Returns (T3) and Final T1 Returns
We handle the preparation and filing of final T1 returns for deceased individuals and T3 trust returns, ensuring compliance with CRA requirements and optimizing tax outcomes for beneficiaries.
Estate Planning
We collaborate with legal and financial professionals to develop comprehensive estate plans that address tax efficiency, asset distribution, and the long-term intentions of the estate holder.
Executor Support Services
We assist executors with the administrative and tax-related responsibilities of estate settlement, including tax filings, CRA clearance certificates, inventory of assets, and guidance on fulfilling fiduciary duties.
Let’s Connect
If you’re looking for a reliable accounting partner backed by decades of experience and the expertise of designated professionals, we’d love to hear from you. We invite you to book a consultation to learn how we can help you or your business move forward with confidence.