Accounting
T3 Trust Tax Filing
Our CPA team prepares and files T3 trust tax returns for estates, family trusts, and testamentary trusts across Ontario. We ensure accurate reporting, compliance with CRA rules, and efficient tax treatment for beneficiaries.
A Bluestar Concierge will guide you to the right next step.
What’s Included
Estate trust tax filings
When an estate is under administration, trust tax returns may be required. We help trustees and executors meet ongoing filing obligations during the estate process.
Ongoing trust reporting
Some trusts require annual tax filings over multiple years. We assist with recurring trust reporting so obligations are met consistently and on time.
First-time trust filings
Trustees often face uncertainty when filing a T3 for the first time. We help clarify what information is needed and prepare the initial filing carefully.
Final trust filings and wind-ups
When a trust is being wound up, a final tax filing is typically required. We assist with completing final returns so the trust can be closed properly.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us