Accounting
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
Wind-up readiness review
We review the trust’s status and confirm what is required to complete a final filing. This helps ensure steps are sequenced properly before the trust is closed.
Final-year income and distribution reporting
We report final-year income and any distributions in a clear, supportable way. Where multiple beneficiaries are involved, we help keep allocations organized.
Closing consistency checks
We confirm that carryforward items and prior-year balances are handled appropriately in the final return. This supports a clean close and reduces post-closure questions.
Filing confirmation and close-out support
We manage filing timelines and confirm submission once complete. We also outline any final documentation that should be retained for records after the trust is wound up.
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