706-Oregon

What is 706-Oregon?

Oregon Form 706 is used to report and pay estate taxes for the estates of decedents who were residents of Oregon or owned property in the state at the time of their death. This form is necessary if the gross estate exceeds the Oregon estate tax filing threshold.

My Comprehensive Services Include:

  • Evaluate the estate to determine if it meets the Oregon filing threshold.
  • Provide an overview of the estate tax process and requirements.
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  • Conduct a thorough inventory of the decedent’s assets.
  • Obtain accurate valuations for all assets, including real estate, personal property, and business interests.
  • Identify all allowable deductions.
  • Gather and organize necessary documentation to support deductions.
  • Prepare Oregon Form 706 with meticulous attention to detail.
  • Ensure all required information is accurately reported.
  • Calculate the estate tax due based on current Oregon tax laws.
  • File the completed Oregon Form 706 with the Oregon Department of Revenue.
  • Assist in arranging for the timely payment of any estate tax due.

Contact Me Today

John Burke, CPA

 
Office Hours:



Monday-Friday


9 a.m. – 5p.m.


Address:
7013 W Park Ct


Brookings, OR 97415

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