Guidance When It Matters Most
For many clients, our relationship begins with annual personal tax preparation. Did you know our team also specializes in estate and trust tax preparation and planning? We have expertise in helping individuals, couples and families navigate the responsibilities that can come with settling an estate or managing a trust.
We help you:
- Know what filings are required—and when
- Understand your role and responsibilities as a personal representative or trustee
- Coordinate with attorneys, financial advisors, or other fiduciaries
- Have your estate and trust tax returns prepared accurately and on time
If you’re navigating an estate or trust situation, or simply want to be prepared for the future, we’re here to help answer questions and guide you through the process.
Received a Letter from the IRS? Contact Us.
Opening a notice from the IRS can feel overwhelming but, in many cases, it’s simply a request for information, clarification, or action. If you receive any type of IRS notice or letter, reach out to our team. We’re here to help you understand what the notice means, review the details, determine if any action is needed, and guide you through next steps.
Consider Setting Up Your IRS ID.me Account
While we’re here to help answer your tax questions, there are certain account updates that need to be completed directly with the IRS once your return has been filed. That’s where ID.me comes in. ID.me is the secure identity verification platform used by the IRS to help protect your personal information and provide access to your IRS online account. If you’ve already created an ID.me login to access your Social Security account, the same login credentials should work here as well.
Why does this matter? If your tax return has already been completed and e-filed, certain account details (e.g., updating banking information) can only be done through your IRS online account using ID.me rather than through our office.
To learn more or create your account, visit ID.me or access your IRS online account through IRS Online Account. For assistance with setting up or accessing your account, please contact the IRS directly at 1-800-829-1040, or visit the support resources available on the IRS website.
Own Rental Property in Vancouver? New Annual Registration Requirements Begin in 2026
Do you own rental property in Vancouver city limits? Beginning January 1, 2026, you must annually register each rental unit through the City of Vancouver’s new Rental Registration Program. The annual registration fee is $30 per unit.
As part of the program, property owners are also required to hold a City of Vancouver business license endorsement.
The City offers step-by-step registration instructions and FAQs regarding business license requirements for property owners on their website.
If rental property ownership is part of your broader tax picture, staying current with local requirements can help avoid surprises and keep your records in good order for year-end planning and reporting.
Read Our 2025 Community Impact Report
We believe in the ripple effect—the idea that small, intentional actions, multiplied over time, create meaningful change. Learn about some of the ripples of positive impact we made together in 2025 by reading through our 2025 Community Impact report.
Upcoming Events
Understanding New Federal Tax Laws
June 11 | Networking at 5:00 p.m. | Program starts at 5:30 p.m.
Firstenburg Community Center, 700 NE 136th Avenue, Vancouver
Join Council for the Homeless and Integrated Tax Services tax expert and Sr. Managing Director, Ralph Doggett, EA, who will break down how recent federal tax changes could impact both your personal finances and your business – including how to optimize your deductions through your charitable gifts.
This event is free and open to the public to attend. Now is the time to get informed and prepared. Plus, they’ll be an opportunity to ask your questions during a live Q&A.
Ripple Impact NW Giving Pop-up
June 17 | 5:30 p.m. – 7:00 p.m.
Ripple Space at The Hurley Building
Giving Pop-ups are casual-yet-exciting events held over one evening dedicated to generosity and building connection. Attendees interact with five unique nonprofits to learn about their mission and support from the community. Ripple Impact NW’s next Giving Pop-up on June 17 features the following nonprofits:
- Ballet Folklorico
- EOCF (Educational Opportunities for Children & Families)
- Listen Line Community Services
- NW Furniture Bank
- Urban Abundance
Participants are encouraged to give a charitable donation of $100+ allocated to their nonprofit(s) of choice.
Use code Ripple2026 for complimentary registration and learn more on the Ripple Impact NW website.
Navigating Inheritance with Confidence
June 23 | 5:30 p.m. – 6:30 p.m.
Ripple Space at The Hurley Building
Receiving an inheritance can bring more than financial decisions, it can also come with unexpected emotions. Join us for a Ripple Event hosted by our affiliate company, Johnson Bixby, designed to help those receiving or leaving an inheritance better understand the practical and personal side of inherited wealth.
During this educational session, Patricia Spies, CFP®, from the Johnson Bixby team and Megan deBoer, a Financial Recovery Counselor, will discuss what to do first after receiving an inheritance, how to make thoughtful, value-aligned financial decisions, tax basics, and more.
Whether you recently inherited assets, may in the future, or want to prepare your family for a wealth transition, join us for practical guidance and clarity for your next steps.
This event is free and open to the public to attend.
Thank you!
Your Integrated Tax Services Team
