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Estate, Gift & Trusts

Boyd Shoker specializes in estate, gift, and trust taxation, helping businesses and families transfer their wealth with maximum tax efficiency. Our services include final individual tax returns for the year of death, initial estate returns, gift tax returns, federal and Washington State estate transfer tax returns, and trust taxation and compliance. Let us guide you through the complexities of wealth transfer taxes with expertise and care.

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Estate Planning

Curious about how to handle estate taxes in your estate plan? We're here to guide you through the process, helping you minimize estate taxes while ensuring your wishes are fulfilled. Let us simplify the complexities and create a plan that secures your legacy.

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Gift Taxes

We assist in preparing and filing accurate gift tax returns, ensuring compliance with all regulations. Our team also provides strategic advice to minimize tax liabilities and maximize the benefits of your gifting plans.

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Estate Taxes

Our estate tax compliance services ensure that your estate adheres to all relevant tax laws and regulations. We handle the preparation and filing of necessary tax returns, helping to minimize liabilities and avoid penalties. Our expert team provides thorough and accurate reporting, giving you peace of mind that your estate is in full compliance

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Trust Taxes

We take the hassle out of trust tax returns, ensuring everything is prepared and filed accurately and on time. Our services include the preparation and filing of trust tax returns, along with strategic planning to optimize tax outcomes. With our expert guidance, you can confidently manage your trust assets and navigate the complexities of trust taxation.

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