Estate Accounting Services
Estate tax returns for deceased individuals
As difficult as it is to accept, personal taxes don’t just disappear when someone passes on. They become a part of the executor’s responsibility, and without professional help, the executor can end up in debt from the deceased’s taxes. With empathy and understanding, we can walk you through this process so you can avoid tax debt and family troubles during this difficult time.
Planning your estate
Creating a plan for passing on your estate is never easy. We can help you avoid unnecessary taxes and ease the burden on your survivors while creating an efficient plan to transfer your wealth to the next generation.
• Will review
• Estate review
• Tax minimization assistance
Additionally, we can help make this even easier for you through our partnership with QuickEstate, a program designed to help plan ahead so that wills, taxes, and inheritance are easier to deal with. It's a great way to preemptively reduce stress from a difficult time.
Managing an estate
When someone close to you passes on, the last thing you want to do is wrestle with complex tax laws. Let us help you ease the transition from generation to generation, so you can focus on what’s important.
Picking your way through someone else’s books, whether poorly or meticulously kept, can be a nightmare, especially with looming deadlines and other expectations. We can help manage those books through bookkeeping support and training.
Dealing with the CRA
Facing down the CRA is exhausting at the best of times. Plus, missing steps could result in the CRA knocking on your door years after you thought the estate was fully taken care of. We can help you avoid that situation, giving you the confidence and peace of mind that the estate ends up where it’s supposed to.