Tax Issues

I have over 20 years of experience in the preparation of corporate, partnership, trust, estate, inheritance and individual tax returns. In addition, I have assisted my clients in employment tax, state income tax and federal income tax audits.

My current tax practice consists of three primary areas:

Business Taxation. As a business attorney it is a natural extension of my practice and consistent with my holistic approach to my clients to assist businesses with all phases of tax compliance. My services range from the preparation of quarterly payroll tax reports to annual income tax returns for the business and owners. I am also available to assist my clients with succession planning for their business and to advise on the tax aspects of transactions that they may be considering.

Inheritance, Estates & Trusts. Perhaps the most misunderstood and complex areas of tax law are in the fields of Inheritance Tax and Estate and Trust Income Taxation. The tax laws in these areas are continuously changing. Currently there is a gap in what may be subject to inheritance taxes on a federal and state level. Whether you’re a trustee or personal representative, I can help you navigate this complex area of taxation.

Tax Audits. Most of us can think of nothing worse than a letter from the IRS or Oregon Department of Revenue informing us that our return has been selected for review. If you are currently being audited I can effectively represent you and insure that your rights as a taxpayer are protected. While being audited may not be enjoyable I can help make the experience less stressful.

In addition to the above, I can assist you with back tax issues, negotiating a payment plan for delinquent taxes and, in some cases, reducing the amount you owe.

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