Providing peace of mind

Estate Tax Services

Being an executor of an estate is not an easy job, and often is thrust on someone at a stressful time. We are here to help you understand tax law as it applies to your particular estate, and give you peace of mind in knowing that we are experienced and knowledgeable in preparing estate tax returns, including federal Form 706 returns, federal Form 1041 estate income tax returns, and Washington state estate tax returns.

Trust Tax Services

You may find that you have been appointed a trustee of a trust but feel unequipped and inexperienced in that role. We help you understand trust taxation, including how trust taxes impact beneficiaries. We analyze each trust, prepare the applicable tax returns, and provide tax advice regarding the trust tax options for your particular trust.

Estate Advisory Services

We can work with your other trusted advisors such as your attorney and investment advisor, to help plan for an effective estate plan for you or a loved one. A well thought out plan can help make a difficult time a bit less stressful.  Plan ahead to make sure your intentions are known and effectively put in place.