Service | Personal & estates

Navigating estate taxes and final filings, with care and precision.

Final returns, estate tax matters, and succession filings handled with the thoroughness and sensitivity this work demands.

Post Mortem Planning & FilingFinal returns, estate tax & succession filings

What's Included

Final T1 Return
The deceased's final personal tax return covering income from January 1 to the date of death.
Rights or Things & Optional Returns
Additional returns that can split income across multiple filings, reducing the overall tax burden on the estate.
Estate Trust Returns (T3)
Trust returns for income earned by the estate after the date of death.
Deemed Disposition Planning
Analysis of the tax impact from deemed disposition of capital property at death, and strategies to minimize it.
Clearance Certificate Applications
Application to the CRA confirming all tax obligations have been satisfied, required before final distribution of estate assets.
Executor & Legal Coordination
Close coordination with the estate executor and legal counsel to ensure all filings align with the overall estate administration.

Is this you?

Executors or estate administrators responsible for filing final returns
Families dealing with the tax implications of a loved one's passing
Estates with significant assets, business interests, or complex ownership structures
Anyone who needs a CPA experienced in estate tax matters

In their words

One of our Google reviews, word for word.

“Walla has been a gem to work with. She ran through every tax opportunity and made sure everything was filed on time.”
Rachel P., Google review

Discovery call
We review the situation, the assets involved, and the estate administration timeline with the executor or family.
Filing strategy
We develop a filing plan that minimizes estate taxes, including optional returns, loss carrybacks, and charitable giving strategies.
Filing & clearance
All returns are prepared and filed, and we apply for the clearance certificate so estate assets can be distributed.

A free 15-minute discovery call with Walla Assaf, CPA. A written scope and fee before any work starts.

For the owners we work with: your own return, and the family matters around it.

ServicePersonal & estates
Personal Tax Filing
Personal tax returns for the business owners we work with and their families, prepared with the corporate return so salary and dividends are planned together.
For our business clients and their families
ServiceAccounting
End-to-End Accounting
Your entire accounting function handled, bookkeeping, payroll, financial reporting, and tax filing under one monthly plan.
Complete accounting management
ServiceAccounting
Corporate Tax Filing
CPA-prepared T2 corporate income tax returns, HST filing, and year-end slips.
Accurate corporate returns