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PrairieVista Tax Services Inc.

Tax Preparation Services, Bookkeeping Services and Small Business Tax Consultant

Trusts and Estates

Effective trust and estate planning ensures that your beneficiaries are secure and financially taken care of. Meeting with an accountant who specializes in trusts and estates administration can prepare your asset transfer in advance, making it a quicker process for your beneficiaries.

At PrairieVista Tax Services Inc., I will work with you, your beneficiaries, your attorneys, and insurance agents to make sure there is an appropriate plan created.

Contact me now at (780) 469-3532 to get started.

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Located in Leduc servicing Edmonton, Sherwood Park and Leduc

An Accountant for Trusts and Estates

PrairieVista Tax Services Inc. is specially trained to interpret and apply specific tax codes on a case by case basis. It is for this reason that my experience is so highly sought after by professionals working on estate planning.

Trusts and estates have tax issues that require a professional accountant's expertise. Any mistakes made could affect generations of your friends and family. Thankfully, I am only a phone call away.

PrairieVista Tax Services Inc. Makes Estate Planning Easy

With my help, estate planning is a straightforward process. I make sure your trusts are well-organized from the outset. This gives beneficiaries the chance to see exactly where their money has gone.

I will advise you on the consolidation, opening, or closing of accounts, and steer your financial journey down the most cost-effective path.

Assisting the Executor of Trust

Are you the executor or executrix of a trust?

For those who are unfamiliar, an executor of trust is someone who has the authority to act and distribute the estate on behalf of someone else. The executor is trusted with performing a variety of tasks, from closing accounts to filing estate tax returns.

I have experience in assisting executors in managing large trusts and estates. With my help, your time as executor will be stress-free.

I can assist you in matters related to:

  • Selling real estate
  • Paying estate bills
  • Signing off on vehicle sales or ownership transfers

I will can help an executor of estate access, while also providing short and long-term advice on investing and distributing its contents. I also help to ensure that all accounts are properly settled and closed to avoid later implications.

Ask Me Anything About Trust Accounts

There are two main types of trust accounts: Living trusts and testamentary trusts. The main difference is that living trust are created during your lifetime, whereas testamentary trusts are created after your death.

Whether you're trying to navigate problems associated with a living or testamentary trust, I am the accountant for you.

Here is some information on my areas of expertise and how they can benefit you.

Accounting

I will assist you with the paying of bills, and I will thoroughly review any relevant financial records. What's more, I will even plan fiscal reports and statements.

Fiduciary Income Taxes

With my help, you can rest easy knowing your taxes are fully compliant and well-prepared.

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