Integrated Tax Services

What Integrated Tax Services does

Integrated Tax Services, LLC is a privately held professional services firm headquartered at 275 West Third Street, Suite 500 in Vancouver, Washington, specializing in estate and trust tax preparation and planning. The firm prepares and files Form 706 (Estate Tax Return), Form 1041 (Estate & Trust Income Tax Return), Form 1040 (including final individual returns), Form 709 (Gift Tax Return), and Form 5227 (Split-Interest Trust Returns), alongside a nonprofit tax practice covering Forms 990, 990-EZ, 990-N, 990-PF, 1023, and 990-T. It also offers tax planning services including distribution strategies, gift and estate planning, and charitable and legacy planning. Clients include individuals, couples, families, beneficiaries, executors, personal representatives, trustees, successor trustees, POAs, and professional fiduciaries and advisors, with deep experience in Washington and Oregon tax law across the Southwest Washington and Portland metro region.

The firm operates without proprietary technology platforms, relying on standard tax preparation software, IRS e-filing systems, the NetClient CS secure client portal (which replaced ShareFile), and Square for payment processing. There is no public API, SDK, or disclosed AI/ML capability. Service delivery follows a four-phase process (Welcome/Set-Up, Document Gathering, Preparation & Review, Filing & Delivery) that emphasizes coordination across estate, trust, and personal tax filings.

Revenue is generated through professional services fees quoted per engagement based on filing complexity; pricing is not publicly disclosed. The go-to-market model is sales-led and referral-driven, acquiring clients through professional referrals from financial advisors, attorneys, and fiduciaries, supplemented by direct inquiries via website and phone. Thought leadership is distributed through the 'Beyond the Numbers' blog, an email newsletter, and social media (Facebook, LinkedIn), while a community engagement program and 17+ nonprofit partnerships reinforce regional brand presence. The company was founded by Heidi M. Johnson Bixby, CFP, who also owns the sister firm Johnson Bixby; the firm is closely held with no institutional investors or public listing.

Name

Integrated Tax Services

Legal name

Integrated Tax Services, LLC

Website

https://its-taxes.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Integrated Tax Services is a Vancouver, Washington-based professional services firm specializing in estate and trust tax preparation, fiduciary coordination, and related tax planning for individuals, families, and professional advisors across Southwest Washington and the Portland metro area.

Ownership category

akta.pro rank

Product category

Tax Preparation & Planning Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate Administration & Probate Services (FSAAANAE), Tax-Aware Retirement & Estate Coordination (FSAEABAJ)

Keywords

• Estate tax preparation
• Trust tax services
• Fiduciary tax support
• Estate planning services
• Nonprofit tax filing

Headquarters

HQ city

Vancouver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Estate & Trust Tax Preparation Services: The company generates revenue through professional tax preparation and advisory services for estates, trusts, and individuals. Services include preparing Form 706 (Estate Tax Return), Form 1041 (Estate & Trust Income Tax Return), Form 1040 (Final Individual Returns), Form 709 (Gift Tax Return), and Form 5227 (Split-Interest Trust Returns). Revenue is earned through professional service fees for tax preparation, planning consultations, and ongoing fiduciary support.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Integrated Tax Services prepares and files estate and trust tax returns (including Forms 706, 1041, 1040, 709, and 5227) and coordinates those filings across estate, trust, and personal taxes for individuals, families, executors, trustees, beneficiaries, and professional fiduciaries in Southwest Washington and the Portland metro area. The firm also delivers proactive tax planning (distribution, gift and estate, and charitable/legacy strategies) and serves as a coordination partner for financial advisors, attorneys, and fiduciaries serving shared clients.

Product overview

Integrated Tax Services operates as an estate and trust tax preparation firm offering coordinated tax services for individuals, families, and professionals. The core offering includes Estate & Trust Tax Preparation services (Form 706, Form 1041, final Form 1040, Form 5227), complemented by Tax Planning capabilities and Coordination & Support services for financial advisors and fiduciaries. The firm also provides Personal Tax Preparation services and utilizes a proprietary client portal called NetClient CS for secure document exchange. The service model emphasizes coordination across estate, trust, and personal taxes to ensure accuracy, compliance, and clarity during life transitions.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate & Trust Tax Preparation Preparation and filing of federal and state estate, trust, and final individual tax returns, including Form 706 (Estate Tax Return), Form 1041 (Estate & Trust Income Tax Return), final Form 1040, Form 709 (Gift Tax Return), and Form 5227 (Split-Interest Trust Returns), with distribution and reporting guidance. Designed for executors, trustees, beneficiaries, and families navigating estate and trust tax obligations during life transitions.
• Coordination & Support Services Collaboration and ongoing fiduciary tax support for financial advisors, attorneys, and professional fiduciaries, providing multi-entity tax alignment across estate, trust, and personal filings for shared clients. Includes ongoing advisory on fiduciary responsibilities and coordination with legal and financial strategies.
• Tax Planning Proactive tax planning service covering distribution strategies, gift and estate planning, and charitable and legacy planning to reduce tax exposure and support long-term outcomes for estates, trusts, and individuals.
• Personal Tax Preparation Individual/personal income tax return preparation service for clients, including final individual Form 1040 returns for decedents and ongoing personal filings for individuals and families.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

17 partnerships are on record, tiered minor.

• Ripple Impact NWminorOthersCommunity partner organization. Integrated Tax Services participates in community initiatives and programs through this partnership.
• Cascadia Tech Academy FoundationminorOthersEducational foundation receiving corporate support and sponsorship for workforce development and technical education programs.
• Columbia SpringsminorOthersEnvironmental education organization; ITS team participates in volunteer activities and community enhancement programs.
• Council for the HomelessminorOthersNonprofit organization serving homeless individuals and families; supported through ITS community engagement and sponsorship programs.
• Habitat for Humanity (Evergreen)minorOthersHousing nonprofit receiving corporate sponsorship and volunteer support through community engagement programs.
• Financial BeginningsminorOthersFinancial education nonprofit; ITS provides volunteer educators and supports financial literacy programs in the community.
• Fort Vancouver Regional Libraries (FVR Libraries)minorOthersPublic library system receiving support for community education and literacy initiatives.
• Friends of ChildrenminorOthersNonprofit supporting children; included in community engagement and sponsorship programs.
• The Historic TrustminorOthersHistorical preservation organization receiving corporate support and event sponsorship.
• IdeaFestminorOthersCommunity event and festival receiving sponsorship and support.
• Lighthouse (Lighthouse Financial Foundation)minorOthersFinancial literacy nonprofit receiving support through community engagement programs.
• NAMI SW WashingtonminorOthersMental health nonprofit (National Alliance on Mental Illness); supported through corporate sponsorship and community engagement.
• Parks Foundation of Clark CountyminorOthersParks and recreation foundation receiving corporate support for community enhancement.
• Partners in CareersminorOthersWorkforce development nonprofit receiving support for employment and career programs.
• SHAREminorOthersLocal nonprofit receiving food bank and community support through corporate giving programs.
• Vancouver Wine & Jazz FestivalminorOthersCommunity arts event receiving event sponsorship.
• WSU VancouverminorOthersHigher education institution; ITS supports through community engagement, educational programs, and career development initiatives.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Moss Adams: Top-15 US accounting firm headquartered in the Pacific Northwest with a substantial private client services practice that includes estate, gift, and trust tax preparation for high-net-worth individuals. Directly competes with Integrated Tax Services for the same Pacific Northwest estate/trust client base but as a much broader full-service firm.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm with a dedicated private client group handling estate, gift, and trust taxation. Comparable services for estates, trusts, and individuals; competes through referral relationships with financial advisors.
• BDO USA Private Client Services: Top-10 US accounting firm's private wealth practice offering estate, gift, and trust tax services to high-net-worth families and their advisors. Overlaps with ITS's service menu but operates nationally with significantly greater resources.
• KPMG Private Enterprise / Family Office: Big Four firm with a family office and private client practice providing estate, gift, and trust tax compliance and advisory. Operates at a much higher end of the estate tax market but addresses the same underlying fiduciary planning need.
• Holthouse Carlin & Van Trigt (HCVT): National tax-focused accounting firm with a high-net-worth practice that includes estate, gift, and trust tax preparation and consulting. Competes in the same specialty tax services category from a much larger scale.
• Wells Fargo Wealth & Investment Management (Trust Services): Large national bank trust company providing fiduciary and trust tax preparation services to its wealth management clients. Comparable end-client (fiduciary, trust beneficiary) and competes for the same estate/trust tax workflow.

Regional players

• Perkins & Co: Portland-based full-service CPA and business advisory firm serving private clients, estates, and trusts across Oregon and Southwest Washington. Comparable in regional focus and overlapping service menu (estate/trust tax, personal tax, multi-entity coordination), making it a direct local competitor.
• Aldrich CPAs + Advisors: Pacific Northwest-based CPA and advisory firm with a dedicated wealth and estate planning practice serving individuals, families, and fiduciaries. Comparable client mix, regional footprint, and estate/trust tax service offering.
• Caton, Day & Co. CPAs: Regional CPA firm with Pacific Northwest roots and a private client practice offering estate, trust, and personal tax services. Historically led by the Partner Emeritus now associated with Integrated Tax Services, providing a clear lineage and direct competitive overlap.

Emerging players

• TrueWealth Advisors: Registered investment adviser focused on financial planning and wealth management for individuals approaching or in retirement; partners with or refers out to estate and trust tax specialists. Comparable Pacific Northwest client persona and referral-network positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/IntegratedTaxServicesWA
• LinkedInlinkedin.com/company/its-integrated-tax-services

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrated Tax Services