Terminal Tax Return
Review income, deemed dispositions, credits and filing requirements for the year of death.
Book A ConsultationESTATE TAX & EXECUTOR SUPPORT
Estate tax is complex.
Your next step can be clear.
Estate administration can involve personal assets, private corporations, trusts, beneficiaries and several professional advisors. A Plus connects the tax work—from the terminal return through estate filings and CRA clearance.
CORE SERVICES
From terminal filing to tax clearance
We begin with the full estate picture and its deadlines, then organize each filing, response and clearance step in a practical order.
Estate & T3 Trust Returns
Prepare estate trust filings and beneficiary tax slips while keeping records continuous.
CRA Clearance Certificate
Coordinate filings, balances and supporting documents before estate assets are fully distributed.
Executor Tax Support
Create a tax timeline and coordinate with the executor, lawyer and investment professionals.
EXECUTOR ROADMAP
Know what comes next.
A clear roadmap puts responsibilities, records and deadlines on one path and supports coordination with lawyers, investment advisors and beneficiaries.
- 01
Understand the estate
Confirm assets, liabilities, corporate interests, accounts and key deadlines.
- 02
Build the tax roadmap
Connect the terminal return, estate trust filings, corporate matters and beneficiary distributions.
- 03
File and communicate
Prepare the records, complete filings and respond to CRA reviews or document requests.
- 04
Support clearance and distribution
Apply for CRA clearance and help the executor move toward a well-supported distribution.
SOPHIE WANG · 王艳丽
Technical judgment,
with an understanding of the executor's role.
Sophie personally handles tax work and has completed the STEP Canada Certificate in Trust & Estate Administration. She turns complex requirements into clear, practical steps and coordinates with legal, investment and other professionals when needed.
BOOK A CONSULTATION
Begin with a clear view of the estate.
WECHATBook A Consultation
Please tell us the current stage of the estate, its main assets and the questions you need help with. We will contact you to discuss the next step.
PHONE416-319-7099↗EMAILfivestar.sophie@gmail.com↗ADDRESS608-180 Duncan Mills RdNorth York, ON M3B 1Z6