Free consultation
Trust & Estate Tax (T3)
Create a trust with confidence—protect family wealth, reduce tax legally, and transfer assets to the right people at the right time.
35+
years in trusts & estates
1k+
trust/estate plans delivered
99%
on-time T3 filings
2–4
weeks typical initial plan blueprint*
Our Core Trust & Estate Tax Services
Trust Creation & Planning
Select and structure the right vehicle—family, discretionary, testamentary, spousal, or corporate holding trust—with coordinated legal documentation and CRA/ARQ setup.
T3 Trust Tax Returns & Compliance
Accurate income allocations, deductions, and capital distributions—with timely, audit-ready T3 filings that minimize tax and keep your trust compliant.
Estate Planning & Tax Optimization
Capital-gains projections, rollover elections, and coordination with insurance/legal advisors to reduce taxes at death and preserve family wealth.
Succession & Intergenerational Transfers
Estate freezes, share reorganizations, and planned gifting that shift future growth to heirs while maintaining control and stability.
Corporate & Investment Trusts
Trust structures for shares, real estate, and portfolios—deferring gains, protecting assets, and improving long-term tax efficiency.
CRA/ARQ Representation & Documentation
Direct liaison with authorities, complete evidence packages, and precise elections to prevent delays, reassessments, or penalties.
The Mackisen Advantage
Integrated team of CPAs, tax lawyers, and auditors under one roof
Tailored trust strategies that preserve wealth and reduce long-term tax
Meticulous records and minute books to avoid probate complications
Clear roadmaps for heirs and executors to ensure smooth administration
Confidential, bilingual service with responsive timelines
Proven experience across family, business owner, and real-estate scenarios
* Timelines assume well-scoped files and complete documentation; complexity may vary.
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Do you offer bilingual service (EN/FR)?
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How do your fees and packages work?
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What industries do you specialize in?
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Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
Protect Your Legacy. Plan with a Trust.
Book a free trust & estate consultation—our CPAs and tax lawyers will design the right trust, file T3s accurately, and build a tax-efficient transfer plan for your family.
Talk to an expert
Protect Your Legacy. Plan with a Trust.
Book a free trust & estate consultation—our CPAs and tax lawyers will design the right trust, file T3s accurately, and build a tax-efficient transfer plan for your family.
Talk to an expert
Protect Your Legacy. Plan with a Trust.
Book a free trust & estate consultation—our CPAs and tax lawyers will design the right trust, file T3s accurately, and build a tax-efficient transfer plan for your family.
Talk to an expert
Trusted by 5000+ customers
Trusted by 5000+ customers
4.7
From 100+ ratings
Caroline
Review on Google
I can confidently say that they deliver a level of service that goes beyond expectations. From the very beginning, I felt like I was in good hands.
Mary Michelle Reyes
Review on Google
I had my taxes done at Mackisen Consultation Inc., and I couldn’t be more satisfied. The technicians were not only highly skilled but also took the time to explain every detail.
Houman Gholipour
Review on Google
I do my taxes for me and also all members of our family with Mackisen since more than 25 years. They are very reliable and very patient and quick to support and react.
Joey D
Review on Google
I've been going to Mackisen for over 20 years to do my taxes and for other financial advice. I couldn't be happier with their service, making finance easy to understand.
Our Core Audit & Assurance Services
Financial Statement Audit (IFRS/ASPE)
The gold standard in financial reliability. We conduct independent audits that verify every figure in your financial statements, producing an auditor’s report with full assurance and credibility. Audited financials earn immediate trust from banks, investors, and regulators—enabling smoother financing, mergers, and growth.
Review Engagement (Mission d’examen)
When a full audit isn’t required, a review provides professional credibility at a lower cost. Through analysis and inquiry, we ensure your statements are plausible and accurate, giving lenders moderate assurance and improving borrowing potential.
Compilation (Notice to Reader / Mission de compilation)
Ideal for small businesses seeking clarity and organization. We compile your financial information into professional CPA statements that strengthen loan applications and internal decision-making—even without an audit opinion.
Special Purpose and Compliance Audits
For grants, government funding, or lender covenants, we perform targeted compliance audits. Our reports help you meet the requirements of regulators, boards, and funding agencies with confidence.
Internal Controls and Risk Advisory
Protect assets and reputation with a control audit that identifies weaknesses before they become problems. We review accounting systems, fraud prevention, and IT safeguards to enhance reliability and boost lender confidence.
IFRS/ASPE Conversion and Advisory
Transitioning from ASPE to IFRS or preparing for an IPO, merger, or acquisition? We manage the conversion—from policies to restatements—ensuring compliance and clarity for global investors and partners.
The Mackisen Advantage
Financial statements accepted by major banks and investors
Faster loan and financing approvals
Lower borrowing costs through verified transparency
Stronger confidence from investors and boards
Full compliance with IFRS, ASPE, and Quebec CPA standards
Comprehensive review of internal controls and fraud prevention
All our services
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