Estate & Trust Tax (T3) Services in Canada

Estate (T3) returns, testamentary trust filings, graduated rate estate (GRE) planning, and beneficiary T3 slips. Delivered virtually across every Canadian province and territory by a Canadian accountant.

Call BOMCAS Canada — 780-667-5250 Request a Free Estate & Trust Tax (T3) Consultation

What does Estate & Trust Tax (T3) mean in Canada?

Estate (T3) returns, testamentary trust filings, graduated rate estate (GRE) planning, and beneficiary T3 slips. BOMCAS Canada delivers this service across every Canadian province and territory using a secure virtual workflow. Below is a complete explanation of what is involved, who benefits, the process, costs, and how to get started.

Who needs Estate & Trust Tax (T3)?

  • Executors and administrators of Canadian estates (including Graduated Rate Estates within the 36-month window)
  • Trustees of testamentary trusts and inter-vivos trusts
  • Family trusts holding active business shares or investment portfolios
  • Disability trusts (Qualified Disability Trusts) for beneficiaries with the Disability Tax Credit
  • Trusts affected by the post-2023 beneficial ownership reporting rules
  • Estates with US-resident beneficiaries or US-situs assets

How BOMCAS Canada delivers estate & trust tax (t3)

  1. Complimentary discovery call — 20-30 minutes by phone, Microsoft Teams, Google Meet, or Zoom. We listen, ask focused questions, and identify the scope of work.
  2. Fixed-fee written proposal — quoted in advance with deliverables, timelines, and CRA authorizations needed.
  3. Secure document collection — through our Canadian-hosted client portal with TLS encryption and two-factor authentication.
  4. Preparation and review — work performed by a Canadian accountant and reviewed by a second pair of eyes for accuracy.
  5. Client review and electronic signature — through the portal, with a plain-English summary of results, tax implications, and recommendations.
  6. Electronic filing with the CRA (and Revenu Québec when applicable). You receive copies of every filing and confirmation numbers for your records.
  7. Year-round CRA correspondence handling — when the CRA writes, you forward to us and we respond on your behalf.

How estate & trust tax (t3) interacts with the broader Canadian tax system

Estate & Trust Tax (T3) does not exist in isolation. Every estate & trust tax (t3) engagement at BOMCAS Canada is delivered with full awareness of the broader Canadian tax framework: the federal Income Tax Act and Excise Tax Act, provincial overlays (especially Quebec, Alberta, and the HST provinces), CRA administrative positions, and recent Tax Court of Canada and Federal Court of Appeal decisions that affect how the rules are applied.

Where estate & trust tax (t3) touches other services — bookkeeping, payroll, GST/HST, T1 personal tax, T2 corporate tax, or cross-border filings — we handle them in coordination through one engagement letter and one team. That avoids the most common cause of CRA reassessments: information that does not align between filings.

Why Canadians across every province choose BOMCAS Canada for estate & trust tax (t3)

Three concrete reasons separate BOMCAS Canada from generalist accountants:

Transparent fixed pricing. We quote in writing before work begins. No hourly surprises, no scope-creep invoices, no premium fees for clients outside major metropolitan centres.

Canadian-experienced team. Every estate & trust tax (t3) engagement is handled by a Canadian accountant who understands the Income Tax Act, the Excise Tax Act, and the relevant provincial legislation. We do not offshore tax preparation.

Year-round access. Many accountants disappear after tax season. BOMCAS Canada works year-round, answers the phone at 780-667-5250 during Canadian business hours, and responds to email within one Canadian business day.

Frequently asked questions about estate & trust tax (t3)

Who provides estate & trust tax (t3) in Canada?

BOMCAS Canada is a Canadian accounting firm that delivers Estate & Trust Tax (T3) to clients in every province and territory. We work entirely through a secure cloud workflow — phone, video, encrypted document portal, and direct CRA representative authorization. Call 780-667-5250 or email info@bomcas.ca for a complimentary discovery call.

How much do estate & trust tax (t3) services cost?

Our estate & trust tax (t3) engagements use transparent fixed fees quoted in writing before any work begins. Pricing depends on the volume and complexity of your situation. Canadians in every region pay the same fees — we do not charge premium rates for remote communities.

How long does estate & trust tax (t3) take?

Most estate & trust tax (t3) engagements complete within 2–6 weeks of receiving complete documentation, depending on complexity. CRA-deadline-sensitive items are triaged first.

Will BOMCAS Canada deal directly with the CRA for me?

Yes. Under CRA Form AUT-01 or the Represent a Client portal, we become your authorized representative and communicate with the CRA on your behalf — including phone calls, written responses, audit defense, and electronic filings.

Is estate & trust tax (t3) available for Quebec residents?

Yes. Estate & Trust Tax (T3) for Quebec residents includes the parallel Revenu Québec filings (TP-1, CO-17, TP-646, or the equivalent Quebec form for this service). We coordinate federal and Quebec filings so they align.

Get started with BOMCAS Canada for estate & trust tax (t3)

Call 780-667-5250, email info@bomcas.ca, or request a free consultation. The first call is always complimentary, no obligation, and you will speak with a Canadian accountant — not a sales rep.

Related BOMCAS Canada services

Estate & Trust Tax (T3) is often combined with the following Canadian accounting services:

Available in every Canadian province and territory

BOMCAS Canada delivers estate & trust tax (t3) virtually to clients in all 13 Canadian provinces and territories. Browse our complete directory of Canadian locations, or jump directly to your province: