(514) 845-5258

511 Place d’armes, Suite 303, H2W 2Y7 Montréal

You see numbers... We see opportunities. "Providing quality assurance, tax, business advisory & consulting services"

INTERNATIONAL TAXATION FAMILY OFFICE - Montreal, QC : Accounting and trust services

Accounting and Trust Management Services

We take care of inter-vivos and testamentary trusts, including:

·         design and planning appropriate uses for trusts including legal tax avoidance;

·         bookkeeping, financial statement preparation and trust return preparation;

·         tax estimates and managing trust tax instalments;

·         paralegal services including preparation of annual trustee resolutions;

·         preparation of T3 slips for flow through of taxable income to beneficiaries; and

·         annual trust tax planning to maximize the benefit of the trust in the family’s overall financial structure and to integrate the trust tax profile with that of each family member.