Request a waiver of penalties and/or interest, often when filings payments were delayed
Our fees for tax services
We handle tax filings for Ontario estates
We charge fair, flat fees
The fees below are for that single task, when of normal complexity for clients for probate or estate settlement advice. Discounts may be available for multiple services (ie. when we handle many similar tax filings for one estate).
Additional fees apply to one-off services (i.e. we have not previously assisted with probate or any other aspect of this estate).
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T1 return for deceased, year of death (the 'terminal return'). An estate essential, very different from a 'normal' tax return, with unusual procedures and complex law. Includes deemed dispositions on death, and all aspects of making the trustee the 'legal representative' of the deceased with CRA, and making our firm the 'authorized representiave' of the trustee with CRA.
If applicable, an additional return to minimize taxs in the year of death
T1 returns for the deceased, for the year before death
T1 returns for unfilled returns for the deceased for prior years. Discounts for multiple years.
If applicable, filing an amended return to correct any year previously filed.
When not rolled over to the surviving spouse. Additional fees if planning or allocation among multiple properties is required.
The T1 return for a surviving spouse for the year of death. Ensures that spousal roll-overs of assets (house, RRIF, etc.) properly align with the deceased's return
The first T3 return for estate, if required, for the year after death
If applicable, T3 returns (trust) for the second and third year of the estate
If applicable, the T3 for transition from a graduated rate estate to a conventional trust with a calendar year-end
All filings by the estate (not the trustee) when trustee compensation is paid
Legal assistance when the deceased has failed to disclose income in prior years.
Canadian income tax issues if the deceased, the trustee or a beneficiary was/is not resident in Canada.
customized communication with CRA, for instance to correct issues with prior filings/payments
An estate essential, a clearance certificate prior to final distribution.
Beyond income taxes
probate taxes, etc.
Expert, practical, timely help
Help with calculation and payment of additional estate administration tax and refunds
Estate information returns (EIR) for estate administration tax (EAT or probate tax)
Probate done right, even for the most complex situations
We help estate trustees on every aspect of estate settlement
