estate planning services toronto

Estate Planning
Services Toronto

Trust and estate planning must be done with tax implications in mind. Make GTA Accounting Professional Corporation your estate planning partner to help you ensure that most of your money is preserved for future

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featured in 3 best rated
featured in the toronto star
reviewed on clutch
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GTA Accounting is a highly rated CPA Firm in Toronto

With over 200 5-star reviews on Google, GTA Accounting has also won awards on Clutch 2 years in a row, featured in the Toronto Star and is one of the Best Companies for 2022 on "ThreeBest Rated".

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gta accounting featured in the toronto star

Estate Accountants In Toronto & Mississauga

GTA Accounting Professional Corporation has the knowledge and expertise estate tax accountant to help you protect your wealth and ensure your beneficiaries get the most of it. After spending a lifetime building a business or establishing a sustainable future for your children, you need to be sure your beneficiaries will truly enjoy the fruits of your hard work.

Our Chartered Professional Accountant is committed to helping you achieve this goal. We understand that this is an important aspect of your personal life and business. As your company or asset portfolio grows, you need to work with a Chartered Professional Accountant to help you minimize the issues involved in tax planning.

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estate accountant toronto
estate accounting toronto

How We Can Help With Estate Planning

Our CPA can come in and assist in any of the following issues:

  • We can help you reduce taxes after retirement or upon death by providing well-planned solutions
  • We can help you clarify your goals and make changes in your will to minimize the amount of tax that will be owed
  • We can recommend the best life insurance policies to minimize taxes upon death ensuring your beneficiaries get the most of it
  • Our CPA has experience and skill in filing taxes after death
  • We can also protect the financial welfare of the surviving spouse or any other beneficiary by offering solutions that minimize the tax bill.
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Preserve Wealth and Meet your Family Goals

Our accounting processes are designed to give an unbiased verification of a company’s results. A simple review can help to assure investors among other stakeholders that your business is upholding proper financial reporting practices. At GTA Accounting Professional Corporation, we work with organizations in different industries to help determine what kind of services meet their financial reporting needs.

The purpose of having an estate plan is to help you preserve wealth while you’re still alive. When you hire a reliable Toronto accounting firm as part of your advisory team, we promise to give you all the information you need to minimize estate tax fees.

We will have a one on one discussion in order to better understand you, your family and assets then discover ways to help you achieve your unique goals. We know that the process of wealth transfer chosen will have a significant effect on the succeeding generations. That’s why we utilize a holistic approach to ensure the family’s needs are met.

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estate tax planning toronto

Get Proper Guidance Every Step of the Way

At GTA Accounting, we’ll guide you every step of the way, helping you manage the estate transfer process while taking into account your tax exposure. We’re always happy to work with you and ensure your finances are in good order. Our passion and commitment lie in the desire to keep you and your family at peace by making sure you get the most of our estate planning service. Get in touch with us to see how we can assist you.

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Client Success Stories

Meet Our CPA

Nathan Kazmierski cpa toronto

Nathan Kazmierski, CPA

Tax & Assurance Partner

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Sukhdeep Thind, CPA, GTA Acclunting

Sukhdeep Thind, CPA,

Auditing, External CFO

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sohail afzal toronto cpa

Sohail Afzal, CPA,

Tax Accounting Partner

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Our Locations

Suite #504 - 260 Spadina Ave.,
Toronto, ON M5T 2E4
Unit 501 – 250 Consumers Rd,
North York M2J 4V6
Unit 101, 1056 Wilson Ave,
North York, ON M3K 1G6
5770 Hurontario St Unit 102,
Mississauga, ON L5R 3G5