Estate Gift Tax Planning 2017-12-27T21:01:11+00:00

Estate & Gift Tax Planning Vancouver, WA

Your estate took a lifetime to build. Now, you need to be sure it’s protected. The accountants and estate planning experts at Opsahl Dawson can help.

What are your plans for your estate? What are your goals? It’s OK if you don’t know the answers to those questions yet– that’s why we’re here. Let us help you by analyzing your estate, as well as any will or other documents you have in place. Together we can create an estate plan that works for you, your business, and your family.

Even if you have an estate plan in place, it’s important to review it from time to time. It’s impossible for anyone but an experienced CPA like those at Opsahl Dawson to truly understand the complex and ever-changing federal and state tax laws that might affect your estate. We will help you understand every detail and how the plan will be conducted.

It would be our privilege to help you feel confident in your wealth transfer plan.

Our Estate & Gift Planning Services

Ursula Perkins and Kelsey Elwess looking over tax documents

We can help you:

  • Create a will so that your wishes will be honored
  • Update your beneficiary designations
  • Reduce federal and state estate taxes with trusts and gifting

Why Opsahl Dawson?

Your success is our success.

At Opsahl Dawson, our estate planning experts and experienced CPAs have a simple goal in mind: to help you succeed and achieve your goals.

Our award-winning accountants have been successfully planning estates and charitable giving for decades.

“We have completely reinvented the CPA. We put the latest technology and streamlined processes to work for you.”

– Aaron Dawson, President

Need Help Managing or Planning Your Estate?

Contact Opsahl Dawson’s IRS audit experts and tax accountants today to get the answers you need. Or give us a call:

Vancouver: (360) 737-8007 | Longview: (360) 425-2000

CONTACT US ONLINE
“Managing my business while raising a family can be stressful enough. Then there is tax season! Opsahl Dawson erases that stress with a streamlined process embodied by a particular attention to detail. Yet, it is trust and friendship gained that will lead us back to their office for years to come.”

Dominik Staros – Owner, Image Web Consulting

Our Vancouver & Longview Locations

Our estate planning team works with businesses and individuals in Longview, Camas, Portland, Ridgefield, La Center, Battle Ground, and beyond.

9418 NE Vancouver Mall Dr.
Vancouver, WA 98662

GET DIRECTIONS

Phone: (360) 737-8007
Hours: Monday – Friday, 8:30AM – 5:00PM
Don’t Forget: We’re available every Saturday during tax season!

SCHEDULE A MEETING

959 11th Avenue, Suite A
Longview, WA 98632

GET DIRECTIONS

Phone: (360) 425-2000
Hours: Monday – Friday, 8:30AM – 5:00PM
Don’t Forget: We’re available every Saturday during tax season!

SCHEDULE A MEETING

FAQ

Can you work my attorney?

Yes! We believe planning your estate is a team effort and will work with your attorney. If you do not have an attorney, we can make an introduction with the best local estate lawyers!

Why do you offer paperless accounting services?

They result in more streamlined and more effective work. Our tax accountants and estate planners spend more time working on your behalf and less time managing too much unnecessary paperwork. The sustainability of our paperless services is something we take pride in, too!

Contact Us

Opsahl Dawson: Vancouver’s Most Trusted Tax Accountants Since 1979!

Call (360) 737-8007 or contact us online to get started.