Estate Accountant: Tax Returns and Accounting After a Death
An accountant to support estate executors
LeComptable.ca helps executors (called liquidators in Québec) and families across Canada with the accounting and tax returns of an estate. We prepare the deceased person’s final tax return, the estate’s returns and the clearance certificate request, working with your lawyer or notary when needed.
Inventory of assets, income received after death, capital gains, distribution to heirs: we guide you through every step to settle the estate without errors or penalties. Our Montréal office welcomes you by appointment, or everything can be done online.
Our accounting services for estates
Estate tax returns
Estate assets and property
Setting up and administering a testamentary trust
Tax planning to reduce the tax on the estate
Accounting support for the executor
Why choose LeComptable.ca for the financial management of an estate?
Estate tax expertise
Our team ensures optimized, compliant management of the estate.
Remote service, available at any time
Wherever you are, we handle the estate’s accounting without you having to travel.
Avoid costly errors
We protect you from tax errors that can lead to penalties.
Time saved and peace of mind
We simplify the process so you can focus on what matters.
Frequently asked questions about estate accounting
Who is responsible for an estate’s taxes and accounting?
Which taxes apply to an estate?
What is the difference between a testamentary trust and a direct distribution?
How can an estate avoid paying too much tax?
Our tax team can identify the tax credits that apply and the most suitable strategies to reduce taxes.
Which tax returns must be filed after a death?
First, the deceased person’s final returns must be filed: the T1 federal return (plus the TP-1 for Québec residents). The estate then files its own trust returns, the T3 (plus the TP-646 in Québec), for income earned after death. Before distributing the assets, the executor should obtain a clearance certificate from the Canada Revenue Agency (and from Revenu Québec in Québec). We prepare all of these documents.
How much does an accountant cost for an estate?
The price depends on the complexity of the estate: number of returns, real estate, investments or a business. We give you a clear price after a first assessment. Call us at 514-270-0500 or use our contact page.
