We’re Your Estate & Trust Tax Partner
Coordinated estate, trust, and personal tax preparation—so nothing is missed, and decisions are made with clarity.
We’re Your Estate & Trust Partners
Coordinated estate, trust, and personal tax preparation—so nothing is missed, and decisions are made with clarity.
Look To Us As Your Number Translators
Integrated Tax Services is an estate and trust tax partner serving Southwest Washington and the Portland metro area. We specialize in preparing Form 1041, Form 706, final Form 1040, and related fiduciary filings—while coordinating across estate, trust, and personal taxes to ensure accuracy, compliance, and clarity. We work with individuals, couples, families, beneficiaries, executors, trustees, and professionals to reduce complexity and provide confidence during life’s most important transitions.
How We Support You—with Clarity and Peace of Mind
Estate and trust responsibilities often arise during times of transition—after a loss, during changes in family dynamics, or while planning for what comes next.
In preparing and filing your tax returns, we bring clarity where things feel uncertain and structure when they might feel overwhelming.
We help you:
- Know what filings are required—and when
- Understand your role and responsibilities
- Have your tax returns prepared accurately and on time
- Feel confident every detail is handled correctly
Key Estate & Trust Tax Services
We provide comprehensive, coordinated tax support across every stage of estate and trust tax preparation and filing—helping ensure nothing falls through the cracks.
Estate & Trust Tax Preparation
Support for ongoing trust tax or one-time estate tax responsibilities
- Estate tax returns (Form 706)
- Final individual returns (Form 1040)
- Trust tax returns (Form 1041)
- Distribution and reporting guidance
Coordination & Support
A tax partner for financial advisors, attorneys and fiduciaries
- Collaboration with other professionals
- Multi-entity tax alignment
- Ongoing fiduciary support
Tax Planning
Proactive planning to reduce tax exposure and support long-term outcomes.
- Distribution strategies
- Gift and estate planning
- Charitable and legacy planning
Trusted by Individuals, Families and Professionals
Estate and trust tax responsibilities rarely exist in isolation. They involve multiple roles, multiple filings, and often multiple advisors.
We work with:
- Beneficiaries
- Executors and personal representatives
- Trustees, successor trustees, and POAs
- Financial advisors, attorneys, and fiduciaries
We provide coordinated support to ensure nothing falls through the cracks.
What You Can Expect
When we work together, our goal is to make estate and trust tax filing straightforward for you. Count on us to:
- Understand your situation
We identify your role, responsibilities, and the full scope of filings required - Coordinate across filings
Estate, trust, and personal taxes aligned and managed together - Prepare, file, and advise
With full context—so decisions are informed and nothing is missed
Seamless Collaboration with Your Advisors
Already working with a financial advisor, attorney or fiduciary?
We work with your other professionals to ensure:
- Tax filings align with estate and trust documents and legal strategy
- Financial plans and tax decisions support one another
- Everyone is working from the same information
Serving Southwest Washington & the Portland Metro
Our office is in Downtown Vancouver, Washington.
We serve clients in Vancouver, Camas, Battle Ground, Hazel Dell, Ridgefield, Salmon Creek, the greater Portland metro area, and beyond, with deep experience in Washington and Oregon tax law.
Meet a Few of Our Team Members
You’ll work with tax professionals who use their deep technical knowledge and care to help you fulfill your tax responsibilities.
Ralph Doggett, EA
Sr. Managing Director
Kelsey Smith, EA
Staff Accountant
Randy Sprenger, EA
Estate & Trust Manager
Frequently Asked Questions
What does an estate and trust tax professional do?
We prepare required tax returns and coordinate across estate, trust, and personal filings to ensure compliance, accuracy, and alignment with broader financial goals.
What is the difference between an estate and a trust for tax purposes?
An estate manages assets after death, while a trust is an ongoing entity. Each has distinct tax rules, filing requirements, and planning strategies.
Do I need to file a tax return for a trust?
It depends on the type of trust and its circumstances. Many revocable living trusts do not require a separate trust income tax return while the grantor is living, because income is generally reported on the grantor’s personal tax return. However, irrevocable trusts, trusts that become irrevocable after death, and certain other trust arrangements may have separate filing requirements, including Form 1041 and beneficiary Schedule K-1s. We can help determine whether a trust return is required and, if so, prepare the necessary filings and reporting.
When are estate or trust tax returns due?
- Estate tax returns are due nine months after death (Oregon) and 12 months after death (Washington and Federal).
- An ongoing trust is due 3 1/2 months after their year-end. Most trusts have a December 31 year-end and are due April 15.
What estate & trust tax returns do you prepare?
We prepare and file:
- Form 706 – Estate Tax Return
- Form 1041 – Estate & Trust Income Tax Return
- Form 5227 – Split-Interest Trust Returns (Charitable Remainder Trust)
Work With an Estate & Trust Tax Expert
Whether you’re planning ahead, managing an estate, administering a trust, or supporting clients as a fiduciary, we’re here to help you move forward with clarity and confidence.
