Estate & Trust Tax Services in Mississauga
Trusts are separate tax entities that file their own annual return. This team prepares T3 filings, reports distributions to beneficiaries, and helps structure estates so they aren't paying more tax than they need to.
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Every distribution, properly reported
Handled here
A trust doesn't get taxed like a regular income return, and the rules change often enough that a small mistake can cost real money or an entire planning opportunity. Executors and trustees both carry specific legal obligations most people never encounter otherwise.
We work with families across Mississauga to set up trusts, file yearly T3 returns, and plan distributions so the estate holds up under CRA scrutiny.
What's Included
Tap each part of the engagement to see what it covers.
T3 Trust Return Filing
Income, deductions, gains, losses, and any employment taxes get reported on Form T3 each year, with distributions to beneficiaries documented correctly.
Why Work With This Team
Trusts treated as what they are
A trust is its own tax entity with its own filing responsibilities, not an extension of someone's personal return.
Built for changing rules
Attribution rules, capital gains treatment, and filing requirements shift over time. We keep your trust compliant as they do.
Planning, not just filing
We look at what the trust is meant to accomplish for the family, then structure the tax side around that goal.
Our Process
Click through the stages of every engagement.
Goal & Structure Review
We discuss what the trust or estate needs to accomplish, whether that's protecting a family business or supporting a dependant.
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Frequently Asked Questions
Does a trust need to file its own tax return?
Yes. A trust is a separate tax entity and trustees file an annual T3 return reporting its income and distributions.
How often should an estate plan be reviewed?
Regularly, and especially after a major life change, since tax rules and family circumstances both shift over time.
What's an alter-ego trust used for?
It lets someone over 65 transfer assets into a trust during their lifetime, often to reduce probate fees and simplify estate administration.
Get a Free Consultation With a Mississauga Accountant
Tell us what's going on with your books or your last CRA letter. You'll get a flat quote before you commit to anything, and you can reach the team monday to saturday, 9:00 am to 8:00 pm.
Call +1 416 991 0900