Estate Planning &
Estate Tax

Perpetuate your wealth and reduce your estate taxes.

Ottawa Estate Planning

The Chartered Professional Accountants at Smith and West are here to help you protect your family and business by planning your estate. Tailored to your family’s or business’ unique needs, our expert CPA’s are trained to give you the best options to minimize or eliminate estate taxes, inheritance taxes and probate fees. While planning an estate needn’t be stressful, it is essential to ensure the brightest future for your family or business. That’s why your best bet is to let our expert estate accountants do the heavy lifting and make sure your affairs are in order.

For all your estate tax planning and estate tax needs, contact Smith & West to ensure a bright future for your family or business.

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Why Choose Smith & West as Your
Accounting Firm

The trusted team for accounting, tax & consulting with integrity, quality and professionalism.

Chartered Professional Accountants

CPA team committed to quality work based on a bedrock of knowledge

Chartered Professional Accountants

A leading firm of chartered professional accountants in Ottawa, Smith & West brings a range of experience and a commitment to quality work based on a bedrock of knowledge.
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One Stop Firm for Accounting, Tax & Finance

Depth of accounting & finance experience to meet all your needs

One Stop Firm for Accounting, Tax & Finance

A leading firm of chartered professional accountants in Ottawa, Smith & West brings a range of experience and a commitment to quality work based on a bedrock of knowledge.
Learn More

An Individual, Customized Experience

Tax, accounting & advisory solutions with a personable approach

An Individual, Customized Experience

A leading firm of chartered professional accountants in Ottawa, Smith & West brings a range of experience and a commitment to quality work based on a bedrock of knowledge.
Learn More

Our Estate Planning Services

No matter what your estate planning & estate tax needs may be, from simple to highly complex, our team of knowledgeable estate tax & planning professionals can help you out with a wide range of estate accounting services. Our lineup of estate tax planning services includes:

  • Wills and Estates
  • Estate Trust and income tax
  • Estate law
  • Trust tax returns
  • Dissolving of Trusts

Contact us for more information about our estate planning services, and to find out how Smith & West can help ensure that your estate is well looked after.

Frequently Asked Questions

The trusted team for accounting, tax & consulting with integrity, quality and professionalism.

Estate planning is the process of creating set instructions describing how your assets are to be distributed, who they are to be distributed to, when they are to go to them, and in which form they are to be distributed. 

Many people assume estate planning is only for the wealthy or elderly, however, estate planning is important for everyone who owns any assets or funds. For example, if you own a car, a house/condo, bank accounts, or any other personal possessions then proper estate planning can help you avoid unnecessary taxes and legal hassles. 

Additionally, in the event you are incapacitated, estate planning also allows you to select powers of attorney to make medical/financial decisions on your behalf. Effective estate planning saves your loved ones from additional heartache, contact Smith & West today to learn more. 

An effective estate plan required a whole team of professionals to collaborate. Professionals such as attorneys, investment advisors, insurance specialists, and CPAs all have to work cohesively together to ensure your plan caters to your needs and wants.

A CPA brings his or her in-depth knowledge of taxes which allows you to be aware of the potential tax implications of your estate plan. This also allows you to ensure that your estate is being preserved and isn’t subjected to taxes that could potentially be avoided.

Additionally, a CPA can also provide you with the future value of your estate by using their knowledge of market trends and finances. 

Here at Smith & West, we offer a multitude of estate tax planning services:

– Wills & Estates
– Estate Trust & Income Tax
– Estate Law
– Trust Tax Returns
– Dissolving of Trusts

If you require any assistance with the services listed above, please contact us today.

We have an experienced team of Chartered Professional Accountants who have extensive experience helping clients create the best estate plan that caters to all their wants and needs. We are a one-stop firm that can help with accounting, tax, and finance.

We know everyone is different which is why we provide customized solutions based on your specific needs. Contact us today to learn more. 

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About Smith & West CPA

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