Services offered
Alternative Investments
Bluestar’s family office has a long history of evaluating private businesses, real estate, and other alternative opportunities. Through our advisory services, we help clients understand how alternative assets may fit into their broader financial or estate plans. We provide general education on the characteristics of private-market investments, discuss considerations such as diversification, liquidity, and long-term planning, and share insights into how our family office approaches due diligence and asset evaluation. This service does not provide investment recommendations, product-specific details, or individualized advice. Instead, our role is to offer a high-level framework to help clients make informed discussions with their licensed financial advisors about whether alternative investments are appropriate for their personal circumstances.
Compilation Financial Statements
Bluestar prepares Compilation Financial Statements (formerly known as Notice to Reader statements) for small and medium-sized businesses across Ontario. We organize your financial data, reconcile accounts, review supporting documentation, and prepare statements that present your financial position clearly and professionally. These statements are often required by lenders, investors, and stakeholders as part of financing, tax planning, or year-end processes. Our CPA team ensures your information is accurate, compliant with current standards, and delivered on time so you can focus on running your business. Whether you need annual, quarterly, or project-based compilations, we tailor our services to meet your reporting needs.
HST & Sales Tax Filing
Bluestar provides HST and sales tax filing services to help Ontario businesses comply with CRA requirements and avoid penalties. We review your financial records, identify eligible input tax credits, reconcile sales and expense data, and prepare accurate returns for timely submission. Our team also assists with matching discrepancies, outstanding filings, late remittances, and CRA information requests. Whether you file monthly, quarterly, or annually, we ensure your HST obligations are handled efficiently and correctly.
T3 Trust Tax Filing
Bluestar prepares T3 trust tax returns for estates, family trusts, testamentary trusts, and other fiduciary arrangements. We review trust documents, identify income and capital transactions, calculate amounts payable to beneficiaries, and prepare the required T3 schedules and slips. We ensure compliance with CRA trust reporting requirements, including expanded reporting rules, and help trustees understand their filing obligations and responsibilities. Our team also advises on tax-efficient distributions and ongoing trust administration to support long-term financial planning. Whether you are acting as an executor, trustee, or advisor, we provide clear, timely guidance to ensure your T3 filing is accurate and compliant.
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