As a Certified General Accountant (CGA), I can prepare all tax returns for an estate.
There are two kinds of tax returns that are usually required to be filed when an individual passes away:
• Final Personal Tax Return (T1 Return)
• Estate Return (T3 Return)
When a individual passes away, the executor of the estate is required to file the final personal tax return for the deceased. In most cases, an estate trust return must also be filed. The estate return records income received by the estate after the date of death (eg. CPP death benefits, investment income, capital gains, etc).
As a professional accountant, I can maximize all possible deductions with the goal of minimizing taxes payable.