Thank you for visiting Ash Creek Tax! Space is limited. We focus on trusts, wills, and end-of-life tax issues.
Thank you for visiting Ash Creek Tax! Space is limited. We focus on trusts, wills, and end-of-life tax issues.
Are you sorting out the tax filing requirements for a trust or estate? If it seems hopelessly complicated and tangled, we can help. Our tax practice specializes in trust and estate taxation and final tax returns for recently departed loved ones. If you are an executor or trustee, we are here to help.
Do you need an estate plan or a review of your existing documents? As attorneys dedicated to estate planning and tax issues, we can help you understand your estate planning or probate needs and provide the support and services you need, whether it is a simple will, a complex trust, tax planning, or a referral to someone who can handle a probate.
Did you receive a letter from the IRS or the Department of Revenue? Do you need to file some prior year returns? Feeling squeezed? Whatever your situation, we can help you file an appropriate response, negotiate with the taxing agency, or even file a court petition.
Donna has been an attorney since 1990, and tax and estates courses for 23 years asa full-time law professor in Delaware and Minnesota.
Upon graduating from Corvallis High School in Corvallis, Oregon, Donna studied forestry and political science at Oregon State University before moving east to Minnesota for graduate school, and then further east to Pennsylvania for law school. Income tax was her favorite course in law school, so she took more tax courses, which set her up to work as a tax attorney for a large law firm in Philadelphia. She left active practice to join the faculty of Widener Law School in 1993, and then Mitchell Hamline School of Law in 1997.
As a professor, she taught law school courses on income tax, estate and gift tax, estates and trusts, food law, and tax policy. She has also trained volunteer income tax preparers and was herself a volunteer for many years. Donna returned to Oregon in 2016 to venture out into the real world of clients. She is an Enrolled Agent,* an Oregon Licensed Tax Consultant, an NTPI Fellow, and an estates and trusts lawyer.
Donna's goal as a speaker, attorney, and tax consultant is to provide peace of mind and clearer understanding. Her expertise is in demand by clients and colleagues alike. She is admitted to practice law in Oregon and before the US Tax Court.
A former Zumba and ski instructor, Donna particularly enjoys hiking, folk dancing, and jamming on her accordion.
Adam is a dedicated legal professional in taxes, trusts, and business succession planning. Originally from Texas, Adam began legal education in San Antonio before relocating to Oregon to further his expertise.
Adam’s journey to Oregon was fueled by more than professional aspirations. Although a proud Texan, the mountains, outdoors, and intrinsic benefits of Oregon were calling. Before his legal career, Adam served his country in the Navy, completing four deployments in support of Iraqi Freedom as a member of the combat bomb squad. After his military service, he returned to Texas and became a financial advisor and founded AP Adjusting, a successful insurance adjusting firm specializing in insurance claims after major weather catastrophes such as hurricanes Irma and Harvey. Following the military and business worlds, Adam began his legal career as a litigator but then transitioned to the world of taxes, trusts, and business succession.
Adam pursues a variety of interests and adventures, including hiking the Appalachian Trail, motorcycle camping from Arkansas to Wyoming, remodeling homes, and rebuilding cars. Today, he finds joy in his work and the outdoors.
Client meetings are by Zoom or in person at our Monmouth office. You can schedule an appointment here: https://AshCreekTaxSchedule.as.me/
Evening and weekend appointments available. info@ashcreektax.com
A retainer or deposit will be required to get your project started. You can make an online payment to add to your deposit any time here. (Pay invoices BELOW. These are two separate accounts. Please do not use THIS button for invoice payments.)
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