Estate Tax Accountant in Langley and Surrey

Estate Tax Filing & CRA Support for Executors (British Columbia)

Estate tax filing support for executors

If you need an estate tax accountant in Langley and Surrey, JD Tax can help you handle the required tax filings and CRA follow up.

When someone dies, there are usually one or more tax filings to complete. Therefore, we confirm what is required for the estate and what can wait. Then we review the documents, prepare the filings, and explain the numbers in plain language. If CRA asks questions, we respond and help the executor keep everything organized.

How the process works

We confirm what returns are required and which deadlines apply.
Then we prepare the filings and review the numbers with you or the estate lawyer.
After that, we handle CRA requests and keep the paperwork organized for the executor.

Estate & Trust Tax Filing

Practical, executor friendly support for estate and trust filings, from document list to CRA follow up.

Final T1 Return (Deceased)

Prepare and file the deceased’s final personal income tax return, reporting income up to the date of death.

T3 Estate / Trust Returns (GRE)

Prepare T3 returns for income earned by the estate after death, including Graduated Rate Estate (GRE) reporting.

Executor & Trustee Support

Help with document checklists, trust account setup, T3 slips, CRA notices, and keeping filings on track.

Common Trust Types & T3 Filing Support

Estate and trust filings we handle

Our work focuses on estates and testamentary trusts. However, we can also help with other trust filings when they apply.

If you are acting as a trustee or executor, contact us and we will explain what is required. As your estate tax accountant in Langley and Surrey, we will also send a short checklist so you can gather documents quickly.

Who We Help

We work with executors, trustees, families, and professionals across the Lower Mainland. As an estate tax accountant in Langley and Surrey, we also support clients nearby when they need help keeping filings and CRA letters on track.

Key Estate Tax Deadlines & Planning Items

Deadlines and planning

Estate filings can involve more than one return and more than one deadline. As a result, we confirm the timing early so you can avoid penalties and interest.

Documents and details to gather

For example, we often ask for income slips, bank statements, investment statements, and any property sale documents. In addition, we confirm the date of death values so the reporting is accurate.

Which CRA returns to file (Final T1, optional returns, and T3), and the deadlines
Reporting RRSP/RRIF, pension, CPP/OAS, and other income at death
Capital gains on real estate, stocks, mutual funds, and private shares
Graduated Rate Estate (GRE) eligibility and the 36‑month window
Allocating income between returns to minimize overall tax payable
CRA payment deadlines and avoiding penalties/interest
Documentation to support the executor/trustee and respond to CRA reviews

Estate Tax FAQs (Final T1 and T3 Returns)

Frequently asked questions

If you are looking for an estate tax accountant in Langley and Surrey, these are the questions we hear most often from executors. However, every estate is different, so we confirm what applies to your situation.

CRA resources for executors

For more detail, you can also review these CRA pages:

Still have questions?

Do I need to file a tax return after someone dies?

In most cases, yes. First, the final personal return is filed for the year of death. Then, if the estate earns income after death, an estate or trust return may be required. As a result, we confirm which filings apply so you do not miss a deadline.

What is a T3 return?

A trust return reports income earned by a trust or estate. For example, this can include interest, dividends, rent, or capital gains. Therefore, we check whether annual filings and slips are required for the estate.

What is a Graduated Rate Estate (GRE)?

A Graduated Rate Estate is an estate that can use graduated tax rates for up to 36 months after death. Because of that window, the timing of income and distributions can matter. So we review the timeline and confirm whether the estate qualifies.

Do you handle other types of trusts?

Yes. While we primarily work on estate (testamentary) trust filings, we also assist with T3 returns for inter vivos, spousal, alter ego, and other trust types.

Can JD Tax help with estates that span multiple years?

Yes. Many estates require multi year filings, especially when there are property sales, ongoing investments, or delays in administration. We can manage year by year T3 filings and keep the records organized.

Do you work with lawyers or other professionals?

Yes. We regularly coordinate with estate lawyers, notaries, and financial advisors to align tax filings with the administration of the estate and to keep CRA communication consistent.

Ready to File an Estate Tax Return?

Book an estate tax consultation

If you are handling an estate, we can prepare the final personal return and any required estate or trust returns accurately and on time.

Clear executor document checklist so you know what to gather
Simple filing plan and timeline so nothing gets missed
Plain language review of the numbers before we file
CRA follow up support if letters or requests come in

Book a consultation and we will send a checklist, confirm what must be filed, and outline next steps.