Services

Estate & Postmortem Tax for Owner Managers 

When someone dies, families need more than “tax prep.” You need clarity, a plan, and a professional who can coordinate the moving parts. 

We help executors and families manage the tax side of death — especially when an incorporated business, real estate, or cross-border exposure is involved. 

Estate and post-mortem tax — when a business owner dies, details matter. 

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What we help with

 

  • Terminal (final) personal tax filing coordination
  • Estate/trust tax filings (where required)
  • Tax support for executors: timelines, documents, and next steps
  • Business-owner complexity: shares, compensation, cleanup, and transition planning
  • Coordination with your lawyer, financial advisor, and (if relevant) cross-border professionals
  • CRA correspondence support (scoped)
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For high-net-worth and complex estates

If the estate includes significant assets, multiple entities, or U.S. connections, we run a structured diagnostic first so scope, timing, and fees are clear. 

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