Canadian Trust & Estate Tax
Tax support for Canadian trusts and estates.
We help trustees, executors, and families organize tax reporting questions and financial records for trusts and estates, coordinating with legal counsel where needed.
Discuss your needsAll tax servicesWho this is for
Start with your situation
We review your facts and confirm the relevant returns and reporting obligations before work begins.
- Trustees and executors with Canadian tax filing questions
- Families administering an estate with income or cross-border assets
- Beneficiaries and advisers coordinating tax information
Potential scope
What the engagement may cover
Services and deliverables are confirmed in writing for each engagement.
- Review trust or estate income, assets, and distributions
- Identify applicable return and beneficiary-reporting questions
- Organize supporting records for agreed tax preparation work
- Coordinate legal determinations and documents with counsel
Before we begin
Questions we clarify first
Your answers help us identify the right work and avoid assuming that one filing fits every case.
- Who is the trustee or executor?
- Where are the trust, estate, assets, and beneficiaries connected?
- What prior returns and legal documents are available?
Discuss your tax situation
Send us a summary of the entities or people involved, the countries, and the filing question or deadline.
Contact our team