top of page
Estate, Gift & Trusts
We prepare estate, gift, trust, and final individual income tax returns, including federal and Washington estate tax filings.
Services
Estate Tax Planning
Understand the tax impact of your estate plan & explore strategies for transferring wealth efficiently. We coordinate with your attorney & financial advisor when needed.
Estate & Final Returns
Tax preparation for estates and deceased individuals, including final individual income tax returns and federal and Washington State estate tax filings.
Gift Tax Returns
Preparation of federal gift tax returns and guidance on the tax reporting requirements associated with transferring assets.
Trust Tax Returns
Annual income tax preparation and ongoing compliance support for domestic trusts.
Planning Opportunities
bottom of page