top of page

Trust Accounts (T3)

We prepare all trust tax returns/amended trust returns/back tax filings and help set up different trusts depending on your situation.


Our tax advisors can work with you and your family to plan an effective transition of your business and wealth:

  • Tax compliance for estates and beneficiaries, such as year of death returns and estate tax returns

  • Tax compliance and planning for family trust returns

  • Business transition services

  • Estate planning including structuring estate freezes

  • Trust and will planning

  • Post-mortem planning to avoid double taxation

  • Charitable gift planning

We will prepare the T3’s if necessary

Bare trusts are becoming more frequent for parents who own property with children jointly.

bottom of page