Guidance Through Life’s Big Transitions

Handling an estate or trust can feel overwhelming—we’re here to make it easier, whether you’re an executor, trustee, or planning ahead.

T3 Trust Returns

Timely T3 filing for testamentary, inter vivos, discretionary, and partnership trusts—accurate allocations, deductions and income reporting so beneficiaries avoid surprises.

Terminal Returns & Clearance Certificates

We prepare final deceased person tax returns, help with obtaining Clearance Certificates to transfer assets without probate surprises, and fully settle debts with CRA.

Estate Freeze Structuring

Protect family assets and lock in values with corporate freeze strategies—ideal for intergenerational businesses with tax-efficient succession planning.

CRA Estate Audit Representation

Our team represents executors through CRA audits or reassessments, works through objections, and advocates for your rights every step of the way.

Tailored Pricing for Sensitive & Complex Situations

No two estates are alike—whether you’re dealing with a family trust, a terminal return, or a CRA estate audit, the work involved can vary significantly. Because of this, we don’t offer flat-rate pricing for estate and trust services.

Instead, here’s what you can expect:

Custom quotes based on your needs

After reviewing your intake form, we’ll provide a clear, up-front quote based on the complexity, size, and type of return or planning required.

Transparent billing and no surprises

We’ll walk you through the scope of work and fees before anything begins—so you know exactly what’s included and what it will cost.

Flexible options for families and executors

Whether you need one-time help or full support from beginning to end, we can tailor a solution that works for your timeline and budget.

Above & Beyond

Why Choose Dely & Associates ?

What We Offer

What It Means for You

Real People, Clear Answers

We take time to explain so you always understand what’s going on—no jargon, no guesswork.

Save Time, Money & Stress

We handle the details so you don’t have to, and we do it right the first time to help you avoid costly mistakes.

Support You Can Trust

We’re here when you need us—whether it’s tax time, audit season, or a big decision.

All-in-One Financial Help

From bookkeeping and payroll to taxes and estate planning, we take care of it all under one roof.

Smart, Forward Looking Advice

We help you plan ahead—not just catch up—so you can make better decisions for your business and your future.

Tax Saving Strategies

We look for every opportunity to minimize your tax bill and keep more of your money working for you.

Audit Ready Work

Our processes are built to help you stay compliant and avoid unnecessary CRA reviews or penalties.

CRA Compliance, Covered

We stay up to date with tax laws and file everything properly so you can rest easy when it comes to the CRA.

Let’s Get Started

We make it easy to work with us—from day one. Here’s how:

Fill Out Our Intake Form

Tell us a bit about you and your needs using the form on our website. It only takes a few minutes and helps us understand how we can best support you.

Intake Form

We Review & Follow Up

Once we’ve reviewed your form, we’ll reach out—whether or not we’re the right fit, you’ll hear from us either way. If we’re aligned, we’ll move forward together.

Book a Discovery Call

We’ll schedule a call to get to know you, answer any questions, and walk through your current setup.

Get Your Custom Pricing Package

We’ll recommend the right services and pricing based on your goals, complexity, and volume—transparent and tailored just for you.

You Relax. We handle the Numbers.

From there, we take care of the rest. You can focus on what you do best while we keep your books, taxes, and filings in order.

Expertise you can Trust

Our Services