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In this difficult time
we're here for you when you need us.


We know when a loved one passes, there is so much to think about and take care of including preparing the estate taxes. When you inherit an estate after the passing of a spouse, as the beneficiary you might owe estate taxes if the estate is more that the exclusion limit which can be a complicated matter. We can help walk you through the process with the professional assistance you need and the compassionate approach you're looking for. We have even taken the time to prepare a checklist for you to help you make sure everything has been taken care of.

Estate Tax Preparation


  • Terminal  return preparation

  • Trust return preparation

  • Clearance certificates application

Life Long Guidance & Support For Your Family. 

"Very thorough and efficient. You can count on CAL to work on your behalf
with the utmost integrity, ultimately saving you time and money."


- Barry Clermont  

27 Clapperton Street Suite 301

Barrie, Ontario   L4M 3E6

Tel: 705-728-6469

Fax: 705-728-0665

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Monday - Friday 

8:30 am to 4:30 pm


Saturday's in March & April

By Appointment




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