Welcome to O’Leary Tax Service
NOTICE: In order to keep our customers, ourselves, and the community safe, we are asking our clients to use our video conferencing technology, portal up- and down-loads, and mail for their tax appointments and delivery of documentation. Please contact us if you need assistance.
PERSONAL INCOME TAX PREPARATION:
Our experienced tax professionals prepare the Form 1040, US Individual Income Tax Return. This includes, but is not limited to, schedules for sole proprietors, farmers, rental property owners, and investors.
We assist our individual and business clients in the analysis of their financial situation as it pertains to income taxes. This is achieved by reviewing planning options such as tax savings of retirement plans, using available tax credits, considering the timing of income and purchases, adjusting tax withholding, hiring and payroll considerations. Our goal is to maximize our clients’ wealth through life planning and minimizing tax burdens.
BUSINESS SERVICES AND TAX PREPARATION:
Our experienced tax professionals prepare Partnership, S Corporation, and Corporation income tax returns. We offer bookkeeping and payroll tax services, as well as Sales & Excise tax preparation.
ESTATE AND TRUST TAX PREPARATION:
Our experienced tax professionals prepare estate tax returns (Form 706) and fiduciary income tax returns for trusts and estates (Form 1041). Upon a taxpayer’s death, a personal representative/executor or selected family member will be responsible for filing the decedent’s final income tax return, and possibly an estate tax return, estate income return or trust tax return. Please call us to assist you in this process.
Contact Us Today
Drop us a line anytime. We’ll do our best to get back to you within 24-48 hours.