Accounting
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
First-time filing walkthrough
We explain what a first T3 filing typically requires, based on the trust’s structure and activity. You get a clear picture of what to expect before documents are gathered.
Document and information setup
We help identify the core records needed, such as trust documents, statements, and key dates. Requests stay practical, with a focus on what actually affects the filing.
Initial T3 preparation and review
We prepare the first return carefully and review the key reporting decisions with you. Where options exist, we explain them in plain language so you can proceed confidently.
Set a clean baseline for future years
A first filing often sets patterns that carry forward. We help establish a clean baseline so future T3 reporting is easier and more consistent.
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