Estate Planning Services in Mississauga
Protecting your wealth and ensuring smooth asset transfer requires careful planning. Our estate planning services in Mississauga minimize taxes, avoid probate complications, and preserve wealth for future generations. Expert Chartered Professional Accountants develop customized strategies that protect your legacy.
CRA compliant process. Trusted nationwide.
Tax Return Filers LTD Delivers Strategic Tax Solutions in Mississauga
Clients trust our proven approach. Each financial situation receives a custom tax strategy supported by deep expertise and attention to detail. Our 100% five star ratings across verified reviews reflect consistent client satisfaction and on time filings.
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Why Hire an Estate Accountant in Mississauga?
Estate planning involves complex tax rules, legal requirements, and family dynamics that demand professional expertise. An estate accountant in Mississauga identifies tax-saving opportunities and structures your assets to minimize the burden on your beneficiaries after your passing.
Our Chartered Professional Accountants work alongside your lawyer to create comprehensive estate plans that address probate fees, capital gains on deemed disposition, RRSP/RRIF transfers, and principal residence claims. We calculate potential tax liabilities on your estate and implement strategies that reduce or defer these obligations.
Mississauga residents choose Tax Return Filers for estate planning that integrates with their overall financial picture. We coordinate with your legal and financial advisors, update plans as tax laws change, and provide ongoing support to ensure your wishes are carried out efficiently. Your family receives clear guidance during difficult times with documentation and tax filings handled professionally.
Estate Planning In Mississauga
Our estate planning services in Mississauga help individuals and families structure their assets for tax-efficient transfer to the next generation. We analyze your holdings, calculate potential estate tax liabilities, and develop strategies including trust planning, probate fee minimization, and beneficiary designation optimization for RRSPs and RRIFs.
We address principal residence exemption planning, life insurance strategies for estate liquidity, family business succession, and charitable giving structures. Clients with assets in multiple countries receive cross-border estate planning that coordinates Canadian and US tax obligations.
Our estate administration support includes final tax return preparation for deceased individuals, Rights or Things returns, estate trust T3 filings, and CRA clearance certificate applications. Executors receive guidance on asset valuation, beneficiary distributions, and documentation required for probate proceedings.
Trust Planning Services in Mississauga
Trust planning provides tax advantages, asset protection, and controlled distribution of wealth to beneficiaries. Our Mississauga CPAs establish and administer inter vivos trusts, testamentary trusts, family trusts, and alter ego trusts based on your specific goals. Services include trust structure design, trust deed review, annual T3 trust return preparation, beneficiary income allocation, and ongoing compliance with CRA reporting requirements.
Estate Trust T3 Return Filing
Estates earning income after the date of death require T3 trust returns filed with CRA. Our Mississauga accountants prepare estate T3 returns reporting investment income, rental earnings, capital gains, and other amounts received by the estate. We calculate taxes owing, allocate income to beneficiaries through T3 slips, and ensure timely filing to avoid penalties and interest charges.
Estate Planning Services in Mississauga
Our estate planning in Mississauga provides comprehensive solutions that protect your assets and ensure smooth wealth transfer to your beneficiaries. We guide clients through every stage of estate preparation and administration with strategies tailored to their unique family and financial situations.
Trust Planning: We establish family trusts, testamentary trusts, alter ego trusts, and joint partner trusts that provide tax advantages, creditor protection, and controlled asset distribution. Our CPAs design trust structures aligned with your goals and manage ongoing compliance requirements.
Estate and Will Planning: We work alongside your lawyer to structure your estate for minimum tax exposure and probate fees. Our accountants analyze asset ownership, beneficiary designations, and potential deemed disposition taxes to ensure your will reflects the most tax-efficient transfer strategy.
Trust Return Preparation: We prepare annual T3 returns for trusts and estates, allocate income to beneficiaries, issue T3 slips, and file all required schedules with CRA. Our team ensures accurate reporting and timely submission to avoid penalties and maintain trust compliance.
Why Choose Tax Return Filers Ltd ?
Our team combines advanced academic credentials with decades of practical experience to deliver exceptional tax solutions tailored to your needs.
CRA-Compliant Experts
Our team includes CPA, ACCA, PhD-qualified professionals with specializations in cross-border, corporate, and personal taxation.
CRA Audit Defense
Successfully handled numerous CRA audits with expertise in Foreign Tax Credits, Section 216/116, and complex tax matters.
Strategic Tax Planning
We don’t just file returns, we develop proactive strategies to minimize your tax burden and maximize your financial outcomes.
Trusted Nationwide
With offices in the Greater Toronto Area and Calgary, we provide expert tax services to clients across Canada confidently.
Our Mississauga Office
Our CPA firm is located in Mississauga and serves clients across the Greater Toronto Area. We provide in-person meetings at our office and virtual consultations.
Address
4 Robert Speck Pkwy #1553, Mississauga, ON L4Z 1S1, Canada
Phone
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Meet Our Tax Professionals
Our team includes Chartered Professional Accountants and licensed CPAs with years of hands-on experience. We track every tax law change to provide accurate guidance for individuals and businesses.
Waqar Naqvi, PhD
PhD, MFin, CFA®, ACPA, Managing Partner
Narinder Singh, CPA
Head of Tax Planning, Corporate Structuring, and Corporate Taxes (T2)
Umar Khan, ACCA
Head of Bookkeeping US & Canada, Payroll, and HST
Got Any Questions?
Comprehensive Tax Solutions
Book a Free Meeting with Our Tax Experts
Take the first step toward better tax planning with a free consultation. Our team is ready to review your situation and provide clear guidance. Book a time slot directly on our calendar and we will connect with you shortly.
