Trust & Estate

Let’s simplify the process.

Navigating the various filing and compliance requirements for trusts and estates can be overwhelming. The complexities of Canadian tax laws, coupled with the responsibilities of managing an estate, can leave you feeling uncertain about whether you’re meeting all legal obligations.

We’re here to make the process simple and straightforward. Our experienced professionals specialize in trust and estate services, ensuring that all compliance requirements are met with accuracy and efficiency. We take the time to explain the intricacies of the tax laws in clear, understandable terms, so you know exactly what’s required and when. Whether you’re an executor, a trustee, or managing your own estate planning, our team will guide you through every step. From filing necessary tax returns to ensuring proper documentation and reporting, we handle the details so you can focus on what matters most.

With our expertise, you can be confident that your trust or estate is in good hands. We’re committed to providing personalized service, tailored to your unique situation, ensuring peace of mind and the smooth management of your financial responsibilities.

Terminal Returns and Testamentary Trusts

Dealing with the death of a loved one can be overwhelming enough without having to figure out how to comply with the various tax filing requirements and deadlines. We will walk you through the process with compassion and help you file the necessary returns

Inter-vivos, Alter Ego, Spousal, Family Trusts, and more

While the Income Tax Act is written in black and white, many audit issues are not necessarily clear‐cut. When you involve us in your tax planning or tax return process, you reduce your likelihood of a tax audit and can increase the opportunity for a positive outcome if you do get audited.

Once an audit is in process, having our professionals on your side can serve to reduce tensions and encourage a reasonable exchange with CRA officials.

Let us figure it out.

Tax, financial or business questions?

201-4664 Lougheed Highway
Burnaby, BC V5C 5T5

604-299-9274
info@pelcpa.ca