Accounting
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
Annual T3 preparation
We prepare recurring T3 filings based on the trust’s year-to-year activity and records. The goal is predictable reporting that is accurate and easy to maintain.
Year-over-year continuity checks
We review prior-year balances and items that carry forward to keep reporting consistent. This helps reduce avoidable inconsistencies and follow-up later.
Simple annual information checklist
We provide a focused checklist of what wes is needed each year, tailored to how the trust operates. This keeps the annual cycle straightforward and reduces back-and-forth.
Timelines and filing coordination
We work with you to plan the filing timeline each year and confirm submission once complete. If multiple parties are involved, we help keep responsibilities clear.
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