Trust and Estate Tax Services

We understand the consequences of income tax on your estate and have the expertise and vision to help you minimize these potential liabilities. Our tax professionals see beyond your numbers because we know it’s not just about delivering strategic tax and financial planning advice; it’s about protecting your estate assets and ensuring your heirs are left as much as possible.

Our services include:

• Preparing trust information and tax returns (T3) and slips
• Filing various estate and trust elections and designations
• Preparing terminal returns and special elective tax returns on the death of an individual