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FINAL & ESTATE TAXATION SERVICES IN STRATFORD

At McCutchen & Pearce Professional Corporation in Stratford, our experienced team delivers tailored estate tax and final filing guidance to help you manage complex tax regulations with confidence. We offer strategic planning and compliance services to protect your legacy and minimize tax burdens for executors and beneficiaries. Trust our local expertise to simplify your estate tax needs. Contact us today.

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ESTATE MANAGEMENT

At McCutchen & Pearce, we understand that managing an estate can be a complex and emotionally challenging responsibility. As a dedicated accounting firm, we specialize in providing comprehensive support to executors, ensuring that every aspect of estate administration is handled with precision, care, and professionalism.

Our services include:

TAX ESTIMATES

We can provide tax estimate services for final and estate returns to help executors and families understand potential tax liabilities before filing. These estimates support informed decisions around timelines, distributions, and cash flow planning, helping reduce surprises and ensure the estate is managed responsibly.

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TERMINAL/FINAL RETURNS

McCutchen and Pearce can prepare tax estimates for terminal/final returns to help families understand the expected tax position at the time of death. This provides clarity on potential amounts owing or refunds, supports planning for payments, and helps ensure the final return is filed accurately and on time.

ESTATE TRUST RETURNS

Our accountants can prepare tax estimates and filings for Estate Trust Returns to ensure income earned within the estate is reported correctly each year. This helps executors understand ongoing tax obligations, plan distributions appropriately, and keep the estate compliant until it is fully settled.

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RIGHTS OR THINGS RETURNS

Accountants can assist with tax estimates and preparation of Rights or Things Returns, which report income that was owed to the deceased but not yet received at the time of death. Handling this separately can provide tax planning opportunities and help ensure all eligible income is reported accurately while potentially reducing the overall tax burden on the estate.

PREPARATION OF T4 SLIPS FOR EXECUTOR COMPENSATION

We can prepare T4 slips for executor compensation to ensure payments are reported correctly as taxable income. This helps maintain compliance with CRA requirements, supports accurate personal tax reporting for the executor, and keeps clear records for the estate.

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CLEARANCE CERTIFICATE REQUESTS

McCutchen and Pearce can assist with Clearance Certificate requests to confirm that all taxes owed by the deceased and the estate have been paid before assets are distributed. This provides peace of mind to executors, helps protect them from personal liability, and ensures the estate can be finalized with confidence.

Navigating an estate can become particularly complex when the deceased owned shares in a private corporation (CCPC), held substantial assets like life insurance policies, or had real estate holdings. These elements often require careful attention to tax, legal, and valuation considerations.

McCutchen & Pearce can help guide you through all these different situations and take a weight off your shoulders when it comes to estate taxes.