Tax & Accounting
Tax & Accounting Services
An essential part of the administration of any Power of Attorney, Estate, Trust, Agency or Foundation is the annual filing of taxes or preparing of accounts. Let our tax and accounting experts handle this part of the administration for you.
Duties and Responsibilities Include:
  • Personal Tax Returns
  • Corporate Tax Returns
  • Final Tax Returns for Deceased Taxpayers
  • Trusts and Estate Returns
  • Registered Charity Information Returns
  • Financial Statements for Charities
  • Financial Statements for Corporations and Not-For-Profit Corporations
  • Accounting for Attorneys for Property
  • Accounting for Estates
  • Accounting for Trusts
Downloadable Brochures
Personal Estate Plan Services
“Remove the administrative burden and focus on what matters to you.”
–Carolyn Love