Over the past 20 years of preparing income tax returns for deceased taxpayers, we have handled and prepared all income tax aspects of a deceased taxpayer, the related income tax filings and the related tax matters for the estate including the following:

• review of the income tax position on the death of the taxpayer and identify various possible income tax savings opportunities
• review of the medical condition of the deceased taxpayer prior to their passing for possible disability income tax deductions and income tax credits
• review of the last will to determine the income tax implications to the estate and survivor
• analysis of the income tax planning options to minimize the income tax on the estate, the deceased taxpayer and the beneficiaries of the estate
• advising on the optimal method of distributing the assets of the estate to minimize the related income tax implications
• provide income tax and estate planning suggestions and recommendations for the surviving spouse or other beneficiaries of the estate
• preparation of any trust tax returns and special elections for the estate
• discussions with Canada Revenue Agency regarding any related matters
• advise on ongoing tax related matters