Service · Estates & final returns
When someone dies we look after the tax filings, so the executor is protected.
We prepare the final return, the estate’s own T3 return and the clearance certificate. We tell you which filings are due and when, and we deal with the CRA, so the family can breathe.
What you get
How we protect the executor.
- Final T1 with deemed dispositions handled properly
- Optional returns checked, they sometimes save real money
- T3 estate return, prepared and filed on its deadline
- Clearance certificate requested and chased
- RRSP/RRIF and principal residence treatment done right
- Plain English, patience, and no rush
Want the full picture first? Read our plain-English guide: Estates & final returns.
Fair questions
Questions owners ask us first.
When is the final return due?
Death between January 1 and October 31: April 30 of the next year. Death in November or December: six months after the date of death. The T3 runs on its own year-end.
Why does the clearance certificate matter?
If the estate is distributed and the CRA later finds tax owing, the executor can be personally liable. The certificate is the protection.
We are ready when you are.
Two minutes, no pressure. A real person replies within one business day.