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Estate & Trust
Planning Services
Plan your retirement, receive estate consulting for tax credits, and protect your legacy.
Estate & Trust Planning ServicesIn Vancouver
Estate and trust tax preparation and planning are an important part of managing your financial future, and equally important is protecting your legacy and leaving it to the intended members of your life.
It is a crucial process for everyone, especially if you have a spouse, children, or own a business. As your trusted advisors, we help you develop an estate and trust plan that protects wealth and minimizes any tax burden on you or your loved ones.
While protecting your assets is critical to ensure financial security for your loved ones, we know that estate planning and trust tax return preparation is not easy and often requires specialized knowledge and expertise. We offer our expertise affordably.
At Immax Accounting, we provide estate planning services in Vancouver for you and your family. We help you create a plan that meets your objectives.
Our experts at Immax Accounting can help with:
- Planning your retirement.
- Estate and trust consulting.
- Instituting a method for how your family or desired individuals receive funds, investments, and property from the estate.
- Consulting on and resolving possible conflicts that may arise after your passing.
- Establishing tax planning strategies through tax credits to help minimize estate taxation.
Serving Vancouver for over 26 years, our estate planning specialists understand the difficulties that may arise regarding estate planning. Therefore, we focus on making the process smooth and favorable for everyone involved.
Estate Accounting & Taxation
Our accountants at Immax Accounting provide bookkeeping and account reporting services for estates and trusts, including compilation of estate accounts and formal representation for courts.
Estate & Trust Tax Services:
- T1 tax returns for the year of death
- Estate T3 tax returns
- Ongoing Trust T3 tax returns
- Preparing T4 tax slip
- Obtaining a Tax Clearance Certificate(s)
- Review and adjust prior years T1 tax returns
- Advise on tax planning opportunities
- Determine capital gains and losses on deemed disposition of assets.
- Request for T2062
- Assist non-resident with Canadian tax compliance on Estates
There are a number of tax credits that businesses may qualify for. For more detailed information on these programs, including eligibility and how to claim the tax credits, please visit the B.C. Government website.
Why Choose Immax Accounting?
Our accountants ensure a stress-free process when transferring your assets. We will work closely with you during retirement planning and estate planning, and connect you with lawyers to draft your will. Although estate planning is a complex process, our professionals are here to make it smooth and straightforward. From precise planning and preparation to pinpointing opportunities and minimizing your current and future liabilities. Although the majority of clients join us for help during tax season, we also offer assistance year-round.
Reach out to connect with a professional
The strongest professional relationships are those in which both parties benefit. Immax Accounting has served businesses and individuals throughout Vancouver for more than 26 years. We invest the time to understand your circumstances and objectives.