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Navigating Current Taxes and Planning for the Future

As tax season approaches, it’s time to get your financial affairs in order. While many people choose to file on their own, this can cause confusion and too much hassle. If you’re looking for some help with your current taxes, Sohler Whitman would be happy to assist you. Our attorneys have years of experience working with tax law and tax planning, and we’re ready to share our expertise with you. Learn more about how we help Portland, OR residents.

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How We Can Help

The team at Sohler Whitman is proud to provide comprehensive services concerning your current taxes and planning for the future. No matter your financial situation, our attorneys are happy to help you get organized. Some of our services include:

  • Tax return preparation
  • Tax planning
  • Back taxes clean up
  • IRS audits

When You Should Consider a Tax Planning Attorney

While it’s tempting to try and file your taxes on your own, sometimes, the path of least resistance is the worst choice. In typical years, it might be fine to file on your own, but if you’ve had some major life changes in the last 12 months, speaking with an attorney is your best bet. You may need a tax planning attorney if any of the following circumstances apply to you:

  • You are planning on leaving money to loved ones
  • You are moving to a new state
  • You are considering a specialized trust
  • You have recently lost your job
  • You are starting a new company
  • You are ready to retire
  • You have had a new child
  • You are paying medical expenses for a loved one
  • You are paying tuition for a child or another dependent

Why So Many Choose Us

Sohler Whitman is known throughout Portland, OR for top-notch legal advice and reliable results. No matter your current finances, we’re here to help you navigate tax filings and planning for the future. Beyond taxes, we’re also well-known for our experience with business law, estate planning, and trust administration. The team at Sohler Whitman strives to be your one-stop for your legal needs.

Let Us Represent You