These are the files where early planning matters most. Private company shares can raise corporate tax issues and filings of their own, and U.S. assets, a non-resident beneficiary or an executor living abroad can add further obligations. We review these at the start and coordinate with the estate lawyer and any specialists involved.

By setting out what needs to be filed, by when and what is missing, then handling the returns and the corporate side. We also coordinate with the estate lawyer, financial advisors and any other specialists the file requires, so everyone is working from the same plan.

At minimum, a final personal return for the year of death. Depending on the circumstances, additional optional returns may be available, and a T3 estate return is often required. Where a corporation is involved, it has its own continuing filing obligations.

Yes, and they do not all run from the same date. Beyond the return deadlines, some post-mortem planning options are only available within a set period after death, so it helps to confirm the key dates early.

Because these files often combine personal tax, corporate tax, cross-border questions and incomplete records. Handling the corporate side and the estate side together, in coordination with your other advisors, helps avoid the gaps that can appear when the work is split.

Wills, probate and fiduciary decisions sit with the estate lawyer. Business360.CPA handles the tax and accounting work and works closely with legal counsel so the two stay aligned.

This is common, and we address it at the start. The initial phase identifies what is missing, what can be reconstructed and what that adds to the work, so you see the real scope before committing.

With a short Fit & Scope call about the estate, the entities involved and where things stand. From there, the next step is a fixed-fee Estate Tax Triage, which identifies the entities, returns, deadlines, missing records and specialists involved, and produces a clear plan before the full assignment is quoted.