Tax & Accounting Services

Death & Estate Taxes

Dealing with the death of a loved one can be a very emotional and difficult time. I help family members and estate trustees (executors) with sorting out all the income tax matters including filing final personal income returns; filing estate trust returns if needed and preparation of clearance certificate requests.

After our initial meeting, I will send you a personalized schedule of the expected timing of filings and other deadlines.

Estate Trustee Tax Checklist (PDF)

Deceased Persons – Tax Information for Estate Trustee (PDF)

Unfiled returns

For different reasons, sometimes the estate trustee falls behind in dealing with the tax affairs of a deceased person. I have helped many estate trustees get caught up with prior year tax filings. We are often able to submit the tax returns through Canada Revenue Agency’s Voluntary Disclosure Program (VDP) which cancels late filing penalties and may also provide some interest relief. Where the criteria for VDP are not met, I have helped estate trustees recuperate late-filing penalties through the Taxpayer Relief Program.