Fixed-Fee. Trusted. Accurate. Quick. Easy. Economical.
100% Risk-Free, Satisfaction, Guarantee, Price Match – Pay After Service
At Tax Filings Canada, we handle every part of your estate freeze planning, from the filing itself to the planning around it. Our CPAs work with corporations and business owners every week, so you can focus on running and growing your business.
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Stay compliant and optimize your financial processes with our specialized estate freeze planning services.
No hidden fees. Pay only after your service is completed. Recommended by 1000+ Business & Startups.
Yes — estate freeze planning can be handled entirely online. Tax Filings Canada covers T3 trust returns, estate freezes and the final T1 with its elections for trustees, executors and family enterprises at economical fixed fees, pay-after-service.
Send your documents securely through our portal or by email.
We prepare your estate freeze planning return and every supporting schedule.
You review each figure and approve before anything is filed.
We file with the CRA, and you pay only after it is complete.
| Factor | Tax Filings Canada | Typical Firm |
|---|---|---|
| Pricing model | Fixed, flat fee | Hourly / unpredictable |
| Payment | Pay after service | Upfront retainer |
| Price match | Yes, on written quotes | Rarely |
| CRA audit support | Included | Billed extra |
| Typical turnaround | 3-5 business days | 2-4 weeks |
Post-mortem and succession planning turns on timing: elections such as the spousal rollover and the capital gains exemption only work when claimed in the right return. The expanded trust-reporting rules require most trusts to file a T3 with full beneficial-ownership schedules even when no tax is payable. Because the fee is fixed and economical, the economics stay predictable whether your file is simple or messy.
Providing transparent fixed pricing and high-quality Accounting Firm compliance for your estate freeze planning requirements.
Coverage: Standard bookkeeping and estate freeze planning preparation.
Ideal for early-stage startups and sole proprietors.
Book NowCoverage: Full-service bookkeeping, filings, and CRA compliance support.
Perfect for established small businesses.
Book NowCoverage: Strategic advisory and fractional CFO integration.
Ideal for companies seeking high-growth financial structuring.
Book NowWhy you should partner with Tax Filings Canada Experts for all your estate freeze planning needs?
Providing tailored estate freeze planning services to ensure compliance and maximize deductions.
Our certified accountants protect your business with complete federal and provincial tax compliance.
A dedicated team that handles your financials quickly, accurately, and without upfront fees.
Dedicated preparation processes customized for Canadian businesses.
Advanced accounting software integrations with QuickBooks, Xero, and wave accounting.
Customized packages designed to grow as your business operations expand.
Our clear four-step workflow ensuring absolute tax optimization and complete CRA compliance.
Start with a free, no-obligation consultation to review your business’s financial, tax filing and compliance needs and outline our affordable solutions.
Receive a comprehensive checklist and securely provide the required financial records and documents.
Our tax accountant and accounting experts carefully prepare your filings, identify all applicable deductions and credits, and conduct thorough reviews.
We file your documents electronically with the Canada Revenue Agency (CRA) on time and provide post-filing support.
Risk-Free, Hassle-Free, and Client-First!
Schedule a Free ConsultationUse our office finder below to select your nearest accountant tax filing expert.
See how our expert Estate Freeze Planning tax and accounting services have helped Canadian businesses save money and stay compliant.
6 years of filings at a family transferring a farm to the next generation in Toronto, Ontario had never claimed the incentives the work qualified for. The review recovered $103,000.
A family transfer at an estate holding a private corporation in Red Deer, Alberta would have been fully taxable because of no valuation on file to support the price the parties had agreed. Restructuring deferred $325,000.
Collections had begun against a spousal trust following a death in Surrey, British Columbia over 6 years of unfiled returns. Bringing them current cut $33,000 from the balance.
A family with a cottage held in trust in Calgary, Alberta had outgrown its structure, with a farm transfer completed without using the intergenerational rollover the visible cost. The reorganisation completed tax-deferred and saves $37,000 a year.
A desk review assessed a corporation planning an intergenerational transfer in Victoria, British Columbia $98,000 over a graduated rate estate designation missed on the first return, defaulting the estate to top-rate taxation. Producing the records vacated it.
A 5-week rebuild at a trustee facing the expanded reporting rules in Halifax, Nova Scotia got the filing in with 9 days to spare, avoiding $142,000 in penalties.
Meet the specialists behind your Estate Freeze Planning filings. Our Partners Are Alumni of the World's Top Accounting and Tax Institutions
CA (ICAI), Certified Tax Accountant, In-Depth Tax Trained
Canada Tax, International Tax, Cross Border Tax, Transfer Pricing
International Tax, Transfer Pricing Specialist
CPA Canada, CPA USA, CA (ICAI), Canada Tax Expert
Accounting Firm, CA. Fractional CFO and Senior Advisory Specialist
Same fixed fees in every province. Find your city or your sector.
Direct answers to what Canadian business owners actually ask before hiring an accountant.
Estate Freeze Planning starts at a fixed fee quoted before any work begins. The quote is locked at the outset and does not change mid-engagement, and you pay only after you have reviewed and approved the deliverable. Compare every plan on our transparent pricing page.
At minimum: prior-year returns and notices of assessment, your bank and credit-card statements for the fiscal period, payroll records if you have employees, and GST/HST filings. We send a checklist tailored to your situation after the free 15-minute call.
Most engagements are completed within 3 to 5 business days once your documents are complete. Catch-up work covering multiple years takes longer, and we tell you the realistic timeline before you commit rather than after.
We respond on your behalf at no extra charge for any return we prepared. Every figure we file is supported by documentation retained in your file, which is what turns a CRA review from a crisis into correspondence. See how our CRA audit support works.
Yes. Late filing penalties compound at 5% of the balance owing plus 1% per month, so the cost of waiting is real. We prioritise catch-up work and, where eligible, file under the CRA's Voluntary Disclosures Program to reduce penalties.
Yes. We are a cloud-based practice serving every province and territory, so your location does not change the price or the service. Browse our coverage across Canada to find your city.
We work across construction, healthcare, e-commerce, professional services, restaurants, real estate, transportation, technology and non-profits, each with its own deduction profile and CRA scrutiny patterns. See all industries we serve.
Software applies the rules you already know about. A CPA finds the ones you do not: capital cost allowance timing, the small business deduction threshold, shareholder loan repayment rules, and TOSI exposure on family dividends. The fee is usually smaller than the deductions it surfaces.
Our estate freeze planning services include complete filing, compliance management, and strategic advice customized to Canadian tax laws.
You can start by booking a free 15-minute call. We will review your files, provide a fixed quote, and start working immediately.
