Riverside Tax Advisors strives to help clients from start to finish with their tax matters, making filing taxes as stress-free as possible. The firm specializes in taxes for individuals, trusts, and estates, whether clients have long-standing family trusts and businesses or are dealing with a taxable estate or trust for the first time.
Services include estate tax planning and filing, trust taxation (including Irrevocable, Credit Shelter, Special Needs, and Charitable Trusts), tax planning and compliance for individuals and businesses, business formation counseling, and assistance with delinquent tax filings, payment plans, Offers in Compromise, and lien removal.
Licensed attorney with IRS experience
Specialization in trusts and estates
Stress-free tax filing process
Assistance with delinquent filings and tax resolution
Services
Estate Tax and Planning
Assistance with estate tax filing, probate estates, Revocable Living Trusts, and estate planning to minimize or eliminate estate tax.
Estate tax return filingProbate estate guidanceRevocable Living Trust fundingOregon and Washington estate tax compliance
Trust Taxation
Tax compliance and planning for various types of trusts including Irrevocable, Credit Shelter, Special Needs, and Charitable Trusts.
Trust tax complianceMinimize tax through planningAsset funding analysisCharitable Trust guidance
Tax Planning and Compliance for Individuals
Personal tax planning, return preparation, and advice using strategies like 1031 exchanges and charitable giving.
Tax return preparationTax planning strategies1031 exchangesQualified Small Business StockCharitable giving
Business Tax and Formation
Tax services for S Corps, Partnerships, and LLCs, including business formation counseling and entity setup.
Business tax return preparationBusiness formation counselingEntity classificationDrafting organization documentsEIN obtaining
Delinquent Tax Filing Assistance
Help with bringing neglected tax filings current, payment plans, Offers in Compromise, and lien removal.
Delinquent tax filingPayment plansOffers in CompromiseSettlement AgreementsLien removal
Credentials & Certifications
Licensed Attorney
Frequently Asked Questions
Do I need to file an estate tax return? +
Oregon estates are subject to estate tax filing if the gross estate exceeds $1 million, and Washington's limit is $2 million. Contact Riverside Tax Advisors to determine if you need to file.
What types of trusts do you handle? +
The firm has experience with Irrevocable Trusts, Credit Shelter Trusts, Special Needs Trusts, and Charitable Trusts, among others.
Can you help with delinquent tax filings? +
Yes, the firm assists delinquent tax filers by bringing years of neglected filings current, assisting with payment plans, and filing Offers in Compromise with the IRS.
Do you help with business formation? +
Yes, the firm provides counseling on business formation and can draft organization documents, file certificates with the Secretary of State, and obtain EINs.
What is the federal estate tax exemption? +
The firm notes that the federal estate tax exemption is high, which means many people do not realize they need to file estate tax returns or plan to avoid estate tax.
