Estate Planning in Mississauga

GTA Accounting provides estate planning services in Mississauga.
Plan out the transfer of investments while understanding the tax implications. 

Estate Planning Accountant in Mississauga

Thinking about estate planning? You would do well to contact an accounting firm for all your estate planning needs in Mississauga. Why an accounting firm? An accountant brings years of knowledge and experience in taxes to ensure that your estate plan is created correctly. They can tell you the implications of all your estate planning decisions. You can minimize your estate plan taxes and maximize the assets and money you want to pass down to your beneficiaries. We all know that the rates of taxation are going high. With our accounting firm by your side, you can preserve as much of your estate as possible. GTA Accounting helps you out with your estate planning in Mississauga and more.

What is Estate Planning?

Estate planning means the process of arranging all your money, properties, and more so that when you pass away, the right person(s) or charities get them. It could be your spouse, family, children, and more. Estate planning is not an easy task. Here’s what you have to do to plan your estate well:

  • Write your will and name someone to carry out your wishes
  • Determine who will look after your children if you die while they are minors
  • Distribute your assets while you are still alive
  • Arrange your assets so that you only have to pay minimum taxes
  • Arrange insurance to cover costs
  • Provide for your survivors by passing on your money and assets
  • Arrange who will handle your affairs if you are not able to do that

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Steven Matos, Toronto CPA

Meet Our CPA

Steven Matos is a Chartered Professional Accountant at GTA Accounting, a Toronto-based accounting firm with offices in Toronto, and Mississauga. The firm touts a high 5-star Google rating and has been selected by Clutch for service awards two years in a row.

Because of Steve's business background, he is able to pair bookkeeping and tax services with management consulting providing an edge over other similar accounting firms. Offering affordable rates, GTA Accounting works with small business owners and large companies with over $40 million in annual gross revenue.

Head Office:
Unit 501 – 250 Consumers Road
North York M2J 4V6

GTA featured in Toronto Star

GTA Accounting Featured in the Toronto Star

"GTA Accounting brings one-stop accounting to the cloud"

Why Should You Choose Estate Planning Services in Mississauga?

Different provinces and territories have different laws about estate planning. It may not sound challenging, but many issues might complicate it for you. You have to keep in mind where you live or where your properties lie.

Many estate planning issues are complex. You must follow the laws of the province or territory where you live or where the property exists. If you don’t plan correctly, you risk losing control of your properties, money, and assets. The government could name someone to determine what is going to happen to your properties and savings. The person can decide what happens to your children and who will raise them.

It could also mean that your loved ones do not get the money you wanted them to. If you don’t work with a top-notch estate planning firm in Mississauga, it may cost you more to settle your estate. This is especially true if you have multiple properties and savings. Your heirs would end up paying more taxes and estate fees than they would have. Also, it might take much longer to settle your estates than if you had GTA Accounting as your partner. Your survivors will have to face frustrations and stress trying to get the money and property you wanted them to have.

If your will is not up to date, it could be ignored. A lot of things change in a year. If your will is even a few years old, it could not have the impact you wanted. It could even be challenged. This can give rise to a family conflict. Without a clear plan of action and other necessary provisions, your loved ones might not understand what you wanted. This could lead to arguments, verbal, physical, and even more.

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Minimize Your Estate Taxes With GTA Accounting in Mississauga

You can sidestep all of this easily. When you partner with GTA Accounting, we ensure that the estate plan is always up to date. It has the necessary provisions to ensure that your family and loved ones get the most of your estates. We make sure that they pay the least amount of taxes and planning fees and that all of this is done promptly, so they get what they want soon.

At GTA Accounting, our number one priority is to take care of the taxes that your family must pay. Through our commitment and dedication, we have attained the title of the top company for estate planning in Mississauga and beyond. We make sure that your family is taken care of after you pass and that you make an estate plan while you can.

Why Choose GTA Accounting?

Every year in Canada, legislators tweak and twist financial laws, leaving the average individual and business owner at a loss when faced with making financial decisions. We stay on top of new financial and tax laws on your behalf and offer custom made tax accounting and financial advice to help you and your business develop budgets and set financial goals. Still not convinced about what makes us a professional accounting firm? Read further below:

Estate Planning Services in Mississauga

When you work with GTA Accounting, we help you with all your estate planning needs. You can provide enough money to all your family and loved ones so they can continue peacefully and comfortably. We even have backup provisions. For example, if you and your life partner both pass away, your estate plan will have the guardians’ name for taking care of your children.

Trust Return Preparation

You might not know this, but trusts have specific implications related to taxes. These implications have to be considered. Also, the heirs would have to meet the tax regulations pertaining to trusts. When you partner with GTA Accounting in Mississauga, we take over all of this hassle. We take care of all aspects of preparing and filing trust returns.

Trust Planning

At GTA Accounting, our expert accountants work with you to create a unique and personalized trust plan that not only caters to your needs but also your heirs’ needs. We ensure that you and your family have peace of mind. We create plans that fit the type of trust you want. We take into account your financial goals and objectives.

Estate / Will Planning

Our CPA in Mississauga develops a detailed plan to distribute your estate without minimizing its value. The taxes will be minimal, and this decreases the burden on your beneficiaries. At GTA Accounting, we fully understand what your legacy means to you. We work dedicatedly to preserve it so you can pass it on.

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