09/03/2026
Are you administering an estate involving investment income, rental property, multiple beneficiaries, missed returns or CRA correspondence?
Trust and estate tax work can involve separate filing periods, T3 returns, beneficiary distributions, post-mortem tax obligations and detailed supporting records. Mistakes may delay administration or create added risk for executors and trustees.
At Boyer & Boyer, CPA, we support complex trust and estate tax matters through:
• T3 return preparation and filing
• Executor and trustee tax support
• Succession and estate tax planning
• post-mortem tax compliance
• CRA audit, objection and disclosure support
• Investment-income tax planning for trusts and estates
Speak with our Ottawa CPA team about the tax obligations connected to your trust or estate.
Learn more: https://boyer-boyer.com/taxes-for-trusts-and-estates/