Estate & Trust Returns Service

ACCT Financial Solutions provides you with personalized Estate & Trust Returns Service. Our tax consultants will meet with you and take the time to discuss and review your individual tax situation.

We will prepare your estate & trust return and, where necessary, consult with you if there are questions orwe need  additional information. When your return is complete we will review your return with you.

Our office is open all year round to discuss your tax needs and answer any questions.

1  We work with the estate executor or lawyer.
2  Collect and review all necessary documentation.
3  Consult with Revenue Canada where required.
4  Prepare the Trust Return and apply for the Clearance Certificate to close the Revenue Canada account. (Many people are unaware of this step. This step releases the executor from future liability with Revenue Canada)

Information on:

Family Trusts

Living Trusts

US Estate Tax