Services

Estate & Post-Mortem Tax for Business Owners and Complex Estates

When an owner dies, private-company interests, personal tax, estate filings and succession decisions can
collide.

Executors and families need more than return preparation. They need an organized list of responsibilities,
deadlines, missing information and professional advisors.

We help coordinate the tax and accounting work, particularly when an estate includes private-company shares,
real estate, significant investments or cross-border interests.

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

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What we can assist with

 

  • Final personal income-tax returns.
  • Optional returns where applicable.
  • T3 trust and estate filings.
  • Private-company accounting and tax issues following an owner’s death.
  • Shareholder, compensation and corporate-record cleanup.
  • CRA correspondence within an agreed scope.
  • Coordination with estate lawyers, financial advisors and cross-border professionals.
  • Tax information required for succession or estate administration.
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Paid triage and scoping

 

Complex estate matters begin with a paid triage engagement. We identify the known facts, returns, entities,
deadlines, missing records, specialist needs and expected next steps before committing to the full assignment.

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Boundary

We provide tax and accounting services. Wills, probate, fiduciary decisions and other legal matters remain with
legal counsel.

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