KVB CPA provides a wide variety of services in estate planning, as well as the administration of estates and trusts. Our experts work with individuals, families, and fiduciaries interested in perpetuating wealth for their heirs.
FINAL TERMINAL PERSONAL TAX RETURN
We can help with the filing of the final, terminal, personal tax returns. These returns are supposed to report on the deceased’s income from January 1st of the year of passing, to the date they departed.
In addition to helping our clients with this form of filing, we will also advise them regarding any other special tax situation that may arise, following the demise of their loved one.
GUIDANCE IN FILING ESTATE TAX RETURNS
Filing of estate tax returns can get complicated. Work with an experienced professional who is transparent, and will create a seamless process. Oftentimes, the liquidator may not know what information is required, and should be included on the estate tax returns (T3).
KVB CPA can help you navigate such a complex process, with relative ease.
Simply call us to begin the process.
COMPLETION OF THE ESTATE MANDATES
The transfer of assets can become challenging to beneficiaries and liquidators. The legal and tax obligations involved, may make the process longer and more tedious, if attempting this on your own.
You are at risk of missing certain opportunities and procedures, which may end up costing you at a later date.
With our services, we can help to transfer assets efficiently, including obtaining clearance certificates when necessary.
Talk to us today for proper estate planning, so that we help you make a smooth transition following the passing of a loved one.