Trust (T3)

Whether you have a trust as a component of your tax planning, or as part of an estate, we are able to assist you in all aspects of administration and compliance reporting in this regard. We understand the income tax implications of having a trust, and will strategic navigate your options in order to minimize your overall taxes payable.

Our services include:
• Preparation of Canadian federal trust tax returns (T3)
• Tax planning – considering both your trust and personal situations
• Identification and follow-up on possible tax credits and deductions available to you
• Advice regarding decisions with tax consequences
• Responses to CRA audits, objections, fairness, and other requests

We also provide similar services to those requiring US trust returns, as may be required in particular for US citizens living in Canada.