Estate & Trust Tax Services
Our goal is your peace of mind every step of the process.
Estates & Trusts
Guidance and Support When You Need It Most
Estate and trust tax responsibilities can seem overwhelming, especially when you’re unsure which forms are required and when. Our role is to guide you through the process with clarity and care.
We translate the complex rules into clear steps, helping you stay confident and compliant. Working in coordination with your financial planner, attorney or other advisor, we make sure your estate and trust tax matters are handled accurately and thoughtfully.
Our full scope of Estate and Trust Tax Services include:
- Reviewing your estate plan and trust tax situation, offering suggestions to minimize taxes and help achieve goals
- Determine the estate tax burden as presently structured
- Trust income tax returns
- Estate tax returns
- Associated personal tax returns
- Final personal tax return preparation
- Gift tax returns and strategies
We have experience with a wide variety of Estate and Trust tax returns including:
FORM 1041 – Fiduciary Income Tax Return
Reports the income earned during the period the Trust or Estate is open.
FORM 706 – Estate Return
Reports the value of assets owned at date of death.
FORM 709 – Gift Tax Return
Used to report gifts and is the responsibility of the giver. Only required in certain gift giving situations.
FORM 1040 – Personal Income Tax Return
Standard form that reports one’s personal annual income.
FORM 5227 – Split Interest Trust Information Return
Used as part of a Charitable Reminder Trust (CRT)
State Estate Tax Returns
We prepare all state estate tax returns such as Washington State Estate and Transfer Tax Return and Oregon’s Form OR-706
Working Together: Our Estate and Tax Services Process
Navigating estate and trust taxes, whether they’re a one-time return or ongoing, can feel overwhelming. Our step-by-step process is designed to guide you with clarity, care, and confidence.
1. Clarity from the Start – We listen, understand your needs, and gather essential information.
2. Thoughtful Preparation – We review documents, coordinate with your advisors, and prepare your return.
3. Peace of Mind at Filing – Your return is accurate, complete, and filed with care.
We’re Here to Help.
Talk with an expert.
