Barbara Bell C.A.
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The Process


Working With Barbara Bell - 5 Easy Steps

At Barbara Bell, C.A. and Associates, we know that the task of preparing and filing the deceased’s final tax return can seem both daunting and confusing.  This is why our goal is to make the process as simple and painless as possible for all involved regardless of how simple or complex the estate that you are completing may be or seem to be. 

The following is the five-step process we take in working together:

1. Complimentary initial consultation
To begin, I offer a free initial 20-30 minute consultation to go through the process of your role as an executor. During this initial meeting, I will answer your questions or steer you in the best direction, outline the next possible steps, discuss the necessary filing of income tax returns and documentation you will need to gather. We will also discuss my fees for the services I will be providing to you, and how payment will be handled.

2. Filing Requirements Meeting
During this meeting, I review the deceased’s assets and filing requirements. I will advise you of all of the information I will need to complete the final return, and talk to you about the possibilities of other returns that can be filed, as well as the advantages and disadvantages.

3. Return Preparation
Once we have gathered all of the information I need, I will proceed with the preparation of the return(s). During this phase there may be a few outstanding questions we might have for each other. Communication can easily be handled by email or phone and will be done on a timely basis.

4. Signing and filing meeting
Here is where we meet and review your return(s) in detail.  Once everything is understood and/or agreed to, you will sign the return and I’ll file it. 

5. Wrap-up Meeting
We’ll get together again once Revenue Canada has assessed the return, and we’ll finalize all the details.

Contact Barbara to get the process started.

 


 

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