Ottawa, Ontario

Estate Tax Planning in Ottawa

Accounting and Tax Services helps Ottawa clients with final return preparation and tax planning for estates, executors, and individuals planning ahead.
Final Returns
Estate Filings
Clearance Certificates

Get a Free Consultation

Tell us about your project and we will get back to you within 24 hours.

What can we help with?

So the right crew reviews your project.

No obligation. We reply within one business day.

What's Included in Estate Tax Planning

Final Returns

The deceased's final T1 return prepared accurately and filed on time.

Estate Filings

Support for executors handling an estate's tax obligations.

Clearance Certificates

Guidance on requesting a CRA clearance certificate before distributing estate assets.

What You Get With Our Estate Tax Planning

Accurate, CRA-Compliant Work

Prepared using current CRA and Ontario rules, checked before anything is filed.

Direct Communication

Straightforward answers about your estate tax plan, with no jargon.

Secure Document Handling

Documents exchanged securely, online or by phone.

Ottawa-Based Support

Real support from a team that knows Ottawa and Ontario filing requirements.

Good to Know

Why Estate Tax Planning Matters

A deceased person’s final T1 return reports income up to their date of death and is generally due by April 30 of the following year, or six months after death if death occurs late in the year. Capital property is generally treated as sold at fair market value immediately before death, which can trigger capital gains on the final return. An executor can request a clearance certificate from the CRA before distributing an estate’s remaining assets, confirming all taxes owing have been paid.

Is This For You?

Who Needs Estate Tax Planning

If you need help with final return preparation and tax planning for estates, executors, and individuals planning ahead, this service is built for exactly that. We work with individuals and businesses across Ottawa who want accurate, on-time results without doing it themselves, and who would rather ask a question than guess.

Our Process

How We Handle Your Estate Tax Plan

1

Share Your Documents

Send the information we need for your estate tax plan securely, online or by phone.

2

We Prepare It

We prepare your estate tax plan using accurate, up-to-date CRA and Ontario guidance.

3

You Review

You review the completed estate tax plan before anything is submitted or filed.

4

We Finalize

We file or complete your estate tax plan and confirm everything is done.

Common Questions About Estate Tax Planning

When is a deceased person's final tax return due?

It is generally due by April 30 of the year following death, or six months after the date of death if death occurs in November or December.

Are a deceased person's assets treated as sold for tax purposes?

Capital property is generally deemed to be sold at fair market value immediately before death, which can result in capital gains being reported on the final return.

What is a clearance certificate?

It is a document from the CRA confirming that all taxes owed by the deceased or the estate have been paid, which an executor can request before distributing the remaining assets.

Ready to Get Started With Your Estate Tax Planning?

Contact us for a free discussion about your situation.

Contact Us (343) 321-8675
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