Trust & Estate
Calgary Trust & Estate Services
Canadian Inheritance Tax
Let Us Help You Through This Difficult Time
At SIRK Accounting & Tax, we understand how hard it is to deal with taxes upon the death of your loved one. Our inheritance tax planning team will work closely with you to make sure this process is as painless as possible.
There are a number of tax laws that come into play when a person dies. Because of this, you need a professional accountant in Calgary by your side.
We Can Guide You Through This Complicated Process
For example, when someone dies, the estate is required to pay income tax still. In fact, existing investments or savings may have to be withdrawn and taxed as income on the final tax return. You have enough things to worry about when a loved one passes, let us guide you through this difficult time.
Sirk Accounting & Tax can assist you in dealing with tax laws and, in essence, become the estate’s representative with the Canada Revenue Agency. Our team will prepare and file all necessary documents on your behalf.
Planning For The Future
If you own a business, you know that having a plan in place is essential. We can ensure your business is transferred to your beneficiaries in a tax-efficient manner while at the lowest tax cost available.
Every person and company has different estate and trust planning needs. At Sirk Accounting & Tax, our first step is to meet with you and come up with a plan or modify an existing one. Once that is determined, we can take the steps needed to find the best strategy for you or your business.
Our Trust, Estate & Succession Planning Services Include:
- Application Of Trust Account With The Canada Revenue Agency
- Terminal Tax Return
- Estate & Trust Income Tax Returns
- Estate Planning
- Business Succession Planning
- Advice On Last Medical Bill Claim And Donations
- Inheritance Tax Planning
Don’t let your estate pay unnecessary taxes. Allow Sirk Accounting & Tax to be your trusted financial source. We will make sure your inheritance tax plan and estate plan comply with tax legislation while reducing the costs to the estate and maximizing the legacy left to the inheritors.
Our Accounting Services
Personal Tax & Small Business Accounting
Personal Tax
Tax Planning & Preparation
Filing personal taxes without the help of a professional can be a bit of a challenge. Let us help you get the most out of your tax return.
Corporate Tax
Tax Strategies For Success
We know an effective tax plan will save you stress, time, and money. That’s why we use an integrated tax planning method tailored to your needs.
Payroll Processing
Customizable Services
Payroll is usually the least favoured part of any business. But, not for our team of payroll accountants. Let Sirk take care of it for you.
Bookkeeping
Training Options Available
The best way to stay on top of your finances is to keep up on your bookkeeping. We can handle that, too, so you can focus on your business.