Estate and Trust Returns
Recent changes in tax legislation have added complexity to the preparation of estate and trust returns. Navigating these evolving regulations can be both time-consuming and challenging. At 4Roots Tax Advisory, I offer services designed to support individuals, families, and CPAs who may prefer not to handle these filings directly or who want a second set of eyes before submitting.
How We Work
At 4Roots Tax Advisory, I take a thorough and meticulous approach to preparing estate and trust returns, ensuring compliance with tax regulations while focusing on your specific goals.
Comprehensive Return Preparation: We ensure that all estate and trust tax filings are completed accurately, from income inclusions to deductions and credits. Our goal is to minimize tax liabilities and provide clarity through each step of the process.
Supporting CPAs: For CPAs who prefer not to offer trust return preparation or simply want a second set of eyes, we offer seamless support. We help ensure your clients’ returns are properly filed and compliant with all tax laws, without added administrative burden.
Compliance and Filing: We ensure that all necessary tax returns, and when applicable, supporting elections, are filed promptly, so you can rest assured that your estate or trust is in full compliance with the CRA’s requirements.
A Personalized Approach to Every Client
Every estate and trust situation is unique. Whether you’re managing a large family estate or a complex trust, we tailor our services to meet your specific needs. 4Roots Tax Advisory is here to provide clarity and peace of mind through every stage of the process.
