Deceased Tax Return Services in Burlington
We Handle the Tax Matters — So You Can Focus on What Matters Most
We assist families and executors throughout Burlington and surrounding Halton communities.
Losing a loved one is never easy. Dealing with tax filings and CRA requirements during this time can feel overwhelming.
At A&R LLP Chartered Professional Accountants, we support families in Burlington and the Halton region with professional, respectful, and accurate preparation of deceased tax returns.
When someone passes away, multiple tax filings may be required — each with strict deadlines and important tax implications.
We help executors and families:
- Understand their obligations
- Minimize taxes owing
- Ensure compliance with CRA
- Avoid costly mistakes
Our goal is to make this process clear, smooth, and stress-free.
What needs to be filed after Death?
In most cases, the following returns may be required:
Final (Terminal) T1 Return
Covers income from January 1 to date of death
Optional Returns
Can reduce taxes if used correctly:
- Return for Rights or Things
- Return for a Partner or Proprietor
- Return for Trust Income
Estate / Trust Return (T3)
Filed for income earned after death
Each return has different deadlines and planning opportunities
Our Deceased Tax Services
We provide complete support from start to finish:
Preparation of Final T1 Return
Accurate reporting of all income sources
Tax Minimization Strategies
Use of optional returns and credits
Estate (T3) Tax Filings
For ongoing income after death
CRA Clearance Certificate Assistance
Ensuring no future tax liability for executors
Executor Support & Advisory
Step-by-step guidance through responsibilities
Who this Service is for
We assist:
- Executors of estates
- Family members handling affairs
- Individuals managing estates with:
- Real estate
- Investment portfolios
- Private corporations
If the deceased owned property or business assets, professional advice is critical.
Why Choose A&R LLP
Experienced. Compassionate. Reliable.
✔ Chartered Professional Accountants with estate expertise
✔ Deep understanding of CRA requirements
✔ Experience with complex estates and tax planning
✔ Local Burlington firm serving Halton families
We combine technical expertise with human understanding.
Common Mistakes to Avoid
❌ Missing filing deadlines
❌ Not using optional returns
❌ Incorrect reporting of capital gains
❌ Ignoring estate income after death
❌ Distributing assets before CRA clearance
We ensure everything is handled properly and efficiently.
Our Process
Step 1: Initial Consultation
We understand the situation and review documents
Step 2: Information Gathering
We identify all income sources and assets
Step 3: Tax Preparation & Planning
We prepare returns and apply tax-saving strategies
Step 4: Filing & CRA Coordination
We handle submissions and follow-ups
Let Us Help You Through This Process
You don’t have to navigate this alone.
📞 Call us today: (905) 633-9687
📅 Book a consultation with a CPA
Frequently Asked Questions
It is the final personal tax return filed for a deceased individual, covering income up to the date of death.
Yes — typically:
- April 30 (if death occurred Jan–Oct)
- 6 months after death (if death occurred Nov–Dec)
It confirms that all taxes have been paid, protecting the executor from future liability.
Yes — through proper use of optional returns and planning strategies.