What a T3 costs
What does a trust or estate return cost
Trust and estate T3 returns from $750. Individual T1 from $65 where a final personal return is also needed.
Trust or estate T3 from $750+. Individual T1 from $65+. See starting fees. Amounts are starting prices plus 5% GST.
Calgary office · eligible remote work across Canada
Usually two returns, not one
A trust or estate T3 return starts at $750. Where someone has died, there is usually also a final personal return to file, which starts at $65 for a straightforward one and $350 where there was business income.
Trust and estate deadlines do not follow the ordinary personal tax calendar, and the reporting requirements for trusts have tightened in recent years. Confirming which returns are due, and when, is the first part of the work rather than an afterthought.
Before you call
What happens on the first call
The first conversation is free and takes about 10 to 15 minutes. A team member in Calgary answers, asks what is urgent, and explains the useful next step. There is no obligation to start an engagement.
- Step 1
Tell us the pressure point
A CRA letter, a filing deadline, messy books, payroll, or a decision you need to understand.
- Step 2
We ask a few practical questions
Entity type, province, records, software, and the date that matters. You do not need a perfect file first.
- Step 3
You leave with a next step
We explain the work, the information required, timing, and price before anything begins.
Ready now? Call +1 (587) 894-7451 or .
Fees
How we price the work
The first conversation is free. Starting fees are published on the fees page. Those amounts are starting prices and subject to 5% GST. Final fees depend on complexity, volume, record quality and scope. Fixed fees are provided where the engagement scope can be determined in advance. You will know the price before paid work starts.
Client feedback
What Calgary clients say
Husain Haroun, CPA, FCCA
Meet the founder who reviews the work“Working with HBT Accounting and the team was extremely efficient, thorough and professional.”
“HBT Accounting has a great team, as they have done all my annual taxes in professional way.”
“The team was helpful, easy to communicate with, and made everything stress free.”
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Request a call back in three quick steps
Tell us what you need help with and when suits you. We prepare the message and open your own email app so you can send it. Nothing is submitted to our servers.
Or email us directly: hbt@hbtaccounting.com
Service scope
What is involved
The exact responsibilities, timing, and records depend on the agreed engagement. These are the areas we can discuss when shaping a scope that fits your business.
Which returns are due
A T3 for the trust or estate, and often a final T1 for the individual. They are separate filings.
Beneficiaries and slips
Amounts allocated to beneficiaries are reported to them, which adds slips to the engagement.
Different deadlines
Trust and estate dates do not follow the ordinary personal calendar.
How the work begins
A clear process before the accounting starts
- Step 1
Establish what exists
The trust or estate, the assets, and any outstanding prior years.
- Step 2
Scope and price in writing
Both returns quoted before any paid work.
- Step 3
Filed and explained
The result set out plainly for the executor or trustee.
Common question
How much does a T3 trust or estate return cost?
At HBT Accounting a trust or estate T3 return starts at $750 plus 5% GST. Where a final personal return is also required it starts at $65, or $350 where there was business or self employed income. The total depends on the number of beneficiaries, the assets involved and whether prior years are outstanding.
Helpful guides
Read the details before your next conversation
Start with one clear question
Tell us what you need help understanding
Call or text HBT Accounting in Calgary, Alberta at +1 (587) 894-7451. We will ask a few practical questions and explain the most useful next step.
Mon–Fri 9am–6pm MT · Sat 9am–4pm MT. We reply to call requests and emails during business hours, usually the same day. If we are closed, send a call request and we will reply when the office opens.