At Barbara Bell, C.A. and Associates, we know that
the task of preparing and filing the deceased’s final tax
return can seem both daunting and confusing. This is why
our goal is to make the process as simple and painless as possible
for all involved regardless of how simple or complex the estate
that you are completing may be or seem to be.
1. Complimentary
initial consultation
To begin, I offer a free initial 20-30 minute consultation to go
through the process of your role as an executor. During this initial
meeting, I will answer your questions or steer you in the best
direction, outline the next possible steps, discuss the necessary
filing of income tax returns and documentation you will need to
gather. We will also discuss my fees for the services I will be
providing to you, and how payment will be handled.
2. Filing Requirements
Meeting
During this meeting, I review the deceased’s assets and filing
requirements. I will advise you of all of the information I will
need to complete the final return, and talk to you about the possibilities
of other returns that can be filed, as well as the advantages and
disadvantages.
3. Return Preparation
Once we have gathered all of the information I need, I will proceed
with the preparation of the return(s). During this phase there
may be a few outstanding questions we might have for each other.
Communication can easily be handled by email or phone and will
be done on a timely basis.
4. Signing and
filing meeting
Here is where we meet and review your return(s)
in detail. Once everything is understood and/or agreed to,
you will sign the return and I’ll file it.
5. Wrap-up Meeting
We’ll get together again once Revenue Canada has assessed
the return, and we’ll finalize all the details.
Contact
Barbara to get the process started.