Estates & Trust Accounting

As your business and wealth grow, ensure that your capital is preserved throughout your lifetime and for future generations that you wish to pass it on to. You need the right Muskoka accounting firm with experienced trust and estate accountants to ensure that your interests are protected. Dave Stevenson CPA, CA is focused on preserving your hard-earned money through tax planning that reduces your long-term tax burden. We have the knowledge and expertise to protect the wealth you’ve spent your lifetime earning, so you and your children can enjoy the fruits of your labour. Dave Stevenson is here to advise you on the next step as you and your business mature.

We Address the Following:

• Minimizing taxes during retirement and upon death
• Clarifying your goals and preparing a will
• Recommending adequate life insurance to deal with taxes upon death
• Preparing tax filings after death
• Creating a testamentary trust
• Ensuring the financial welfare of the surviving spouse

Let us help guide you.

Dave Stevenson CPA, CA has extensive experience in advising individuals and families on trust structuring and estate planning matters. We provide objective, independent advice to help families protect their assets and balance the interests of beneficiaries and other stakeholders.

We welcome the opportunity to be your trusted financial advisors. We encourage you to contact us today.