A tax and accounting firm specializing in estate & trust tax preparation and personal tax services, helping clients meet financial responsibilities with confidence.
Integrated Tax Services, LLC is a Vancouver, Washington-based tax and accounting firm that specializes in estate and trust tax preparation alongside personal tax services for individuals, couples, and families. The team of CPAs, Enrolled Agents, and financial professionals works collaboratively with clients' financial planners, attorneys, and other fiduciaries to ensure tax strategies align with overall financial goals.
Services include estate tax returns, gift tax returns, trust tax returns, final personal returns, and ongoing tax strategy and planning. The firm emphasizes life-long learning, community engagement, and a symbiotic company culture.
Number Translators — translating complex tax rules into meaningful information
Certified professionals (CPAs, EAs, CFP®s)
Collaborative approach with financial planners, attorneys, and fiduciaries
Step-by-step estate and trust tax process for clarity and peace of mind
Community-focused firm with a Ripple Effect culture
Services
Estate & Trust Tax Preparation
Preparation of estate and trust tax returns including Form 706, Form 1041, Form 709, Form 5227, and final individual returns with coordination of advisors.
Estate tax returnsTrust tax returns and K-1sFinal individual returnsDistribution and reporting guidanceMulti-entity tax alignment
Personal Tax Preparation
Personal tax preparation for individuals, couples, and families, ensuring personal, estate, and trust tax filings align with financial goals.
Strategic tax planning including distribution strategies, estate planning considerations, and charitable and gift planning.
Distribution strategiesEstate planning considerationsCharitable and gift planning
Advisor & Fiduciary Coordination
Collaboration with financial planners, attorneys, and other fiduciaries to align tax strategy with the overall financial picture.
Collaboration with other advisorsOngoing support
Credentials & Certifications
Certified Public Accountant (CPA)
Enrolled Agent (EA)
Certified Financial Planner (CFP®)
SHRM-CP
PHR
CCP
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
What is a CPA? +
A Certified Public Accountant (CPA) is a license issued by one of the 55 states or territories of the U.S. that authorizes the holder to practice as a CPA in that jurisdiction. Licensing helps protect the public interest by ensuring only those who meet prescribed requirements can identify as CPAs.
What is an Enrolled Agent (EA)? +
An Enrolled Agent is a federally-licensed tax professional who specializes in taxation and has unlimited rights to represent taxpayers before the IRS. EAs must pass a comprehensive exam covering federal taxation and IRS practices, or have IRS experience, and pass a tax compliance check.
What services does Integrated Tax Services offer? +
The firm offers estate & trust tax preparation, personal tax preparation, tax strategy and planning, and advisor/fiduciary coordination, including preparation of Forms 706, 709, 1040, 1041, and 5227.
Where is Integrated Tax Services located? +
The firm is located at 275 West Third Street, Suite 500, Vancouver, WA 98660.
What are the office hours? +
Monday–Thursday: 8:00 am – 5:00 pm; Friday: 8:00 am – 2:00 pm.
Who does Integrated Tax Services work with? +
The firm works with personal representatives, financial planners, attorneys, and other fiduciaries to ensure tax strategy works seamlessly as part of the client's overall financial picture.
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