Trusted Estate Accountants for Executors, Trustees, and Families
Take comfort knowing your assets are handled with care by our CPA-led team. We manage final tax returns, trust guidance, and more, so your wealth stays protected.
Specialized Expertise: Experienced estate and tax accountants handling complex filings and CRA requirements with accuracy and confidence.
Final Tax Preparation: Accurate preparation of a final tax return in full compliance with CRA requirements.
Accredited CPA: Support from accredited CPAs who take the time to ensure everything is handled properly and with care.
Personalized Service: Dedicated support that adapts to the complexities of your estate, not a one-size-fits-all approach.
Estate Trust: End-to-end support for estate and trust accounting, from setup to ongoing tax filings.
Get a quote for our estate & trust services.
Companies We Proudly Serve
Trusted by thousands of Canadian businesses
Since 2004, Advanced Tax has been a leading CPA firm in Canada, helping SMB businesses navigate complex CRA compliance, precise bookkeeping, tax strategy, and more.
"The service I received from Advanced Tax was impeccable, they took care of my personal taxes very quickly. The process was smooth and helped me identify some areas I could even claim back that I hadn't been aware of for years! Since dealing with them myself and trusting the experience I now recommend them to my own clients looking for reliable accounting services for themselves and their businesses."
"Amazing customer service! I found Advanced Tax to be really helpful, informative, caring, and fairly priced. They take care of all necessary tasks in a very timely manner and have provided me with really helpful advice. If you need an Accountant who truly cares and is reasonably priced, look no further than Advanced Tax!"
"Azim was great as the external accountant for our firm. He took an active and engaged part of our books, and improving their structure year after year. With his and his firm's guidance and support, we (a medium sized construction firm) were able to go from merely doing year-end reports to generating our own quarterly reports in house and generally improve our accounting practices all around."
"I cannot say enough good things about this accounting company... completely changed my attitude towards book-keeping and my outlook on my taxes... I no longer dread the tax season coming... If you have any questions about what you should do to save more money on your tax bill, or how you can be more organized to make the tax season less stressful, don't delay - get Azim Dahya & Company on your side!"
"We have been with Advanced Tax Services for a few years now and we couldn't be happier with our experience. Khizer and his team help us with bookkeeping, payroll, taxes for two companies, and our personal taxes. All is impeccably done and Khizer takes the time to talk to us and advise us whenever necessary. We highly recommend their services without reservation."
"Fantastic service. Helped us tremendously with our tax filing and in the process saved us a great deal of money. Khizer was very professional and went above and beyond to help us understand the various tax deductions and contributions we needed to apply to our returns. We highly recommend them."
"I had an excellent experience with Khizer for my tax preparation this year. They were professional, knowledgeable, and thorough throughout the entire process. They took the time to answer all of my questions and provided valuable advice to help me save money on my taxes. I appreciate the attention to detail and care that they put into my tax return. I highly recommend them to anyone in need of tax preparation services."
I’ve been working with Khizer for the last couple of years and this guy has been absolutely amazing. He makes the process friendly, quick and painless. He has gone the extra mile and I couldn’t be happier.
We prepare all required estate tax filings, including final personal and estate returns, ensuring accurate reporting of income, assets, and liabilities in full CRA compliance, giving executors clear guidance and confidence throughout the process.
Trust Tax Return Preparation
Trust tax filings can be complex and time-sensitive. We prepare T3 trust returns and related schedules, ensuring proper reporting of income, distributions, and taxes owed. Our team makes sure trust filings are completed accurately and submitted with care.
Estate and Trust Tax Planning
Proactive tax planning plays an important role in estate and trust administration. We help identify tax considerations, timing strategies, and planning opportunities that may reduce tax exposure while keeping everything compliant with CRA regulations.
Asset Valuation & Reporting
Accurate asset valuation is essential for estate and trust accounting. We assist with valuing and reporting assets such as real estate, investments, and business interests, ensuring financial records reflect fair market values and meet reporting standards.
Executor & Trustee Financial Advisory
Executors and trustees carry significant responsibility. We provide financial guidance and ongoing support to help you understand your duties, manage reporting requirements, and make informed decisions throughout the administration process.
Clearance Certificate
Obtaining a CRA clearance certificate is essential before final asset distribution. We guide executors and trustees through the process, ensuring all required filings are completed and tax obligations are properly settled with the CRA.
Industries we serve
Connect with an expert today to get ahead of your tax situation.
Protect Your Family’s Wealth with Estate & Trust Accounting
Estate Tax Services Tailored to your family
Every family’s situation is different, and estate tax planning should reflect that. We take the time to understand your assets, beneficiaries, and long-term intentions so estate and trust tax filings are handled accurately and thoughtfully. Our goal is to ensure your family’s wealth is preserved, obligations are met, and nothing is left to chance during an already difficult time.
Clear Estate & Trust Guidance When It Matters Most
When estate and trust taxes aren’t handled properly, families can face unnecessary tax exposure, delays, or disputes. Our estate accountants focus on protecting your family’s wealth by ensuring assets are valued correctly, taxes are managed properly, and distributions are handled in line with legal and tax requirements. With clear planning and precise execution, we help safeguard what matters most to you and your loved ones.
Compassionate Help For Your Final Tax Return
Our CPA team handles the estate details, giving you and your family the space to focus on what matters most.
When someone passes away, multiple tax filings may be required before an estate can be settled. We prepare and file final personal tax returns, estate-related returns, and any additional CRA filings needed to close the estate correctly. Our team ensures all income, assets, and liabilities are reported accurately so families and executors can move forward without lingering tax concerns.
Estate & Trust Tax Planning
Estate and trust tax planning goes beyond filing returns—it’s about protecting family wealth and minimizing tax risk. We review asset structures, trust arrangements, and timing strategies to support efficient transfers, working closely with executors, trustees, and legal professionals to provide clear guidance.
Other Financial Services
Experienced Accountant for Death Tax Filings
During a difficult time, families shouldn’t be burdened with complex tax matters. We handle terminal returns, estate filings, and CRA requirements, giving you space to focus on your family.
CPA Accountants
Experienced CPAs guide every step of the process, ensuring estate filings are handled accurately and with the care your family deserves.
Decades of experience
Estate and trust tax filings are handled by experienced CPAs who understand the complexities involved and guide families through the process with confidence.
Customized Solutions
Every estate is different. We tailor tax solutions to each situation, helping reduce stress, prevent errors, and protect family assets, even in more complex cases.
Get a Quote for Our Estate & Trust Accounting Services.
Trust and estate tax planning involves organizing and managing tax obligations related to an estate or trust to reduce unnecessary tax exposure and ensure compliance with CRA requirements. This includes planning for the timing of asset transfers, understanding trust structures, and preparing for required tax filings so family wealth is preserved as much as possible.
The deadline for a final personal tax return depends on the date of death. In most cases, the return is due by April 30 of the following year, or six months after the date of death but could depend on whichever is later. Additional returns may also be required for the estate or trust, depending on the situation.
Filing a final tax return late can result in penalties and interest charged by the CRA. It may also delay the settlement of the estate and the distribution of assets to beneficiaries. Working with an experienced estate accountant helps ensure returns are filed on time and any issues with the CRA are addressed properly.
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