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

Schedule an Introductory Call With Us

Meet with Brett

Estate, gift, and trust tax preparation and planning services.

Schedule with Brett

Meet with Ricky

Estate, gift, and trust matters involving foreign assets, beneficiaries, or international reporting.

Schedule with Ricky

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