Patrick W. O'Hara, EA NTPI Fellow

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  1. One of the most important aspects of my service is to help clients take advantage of as many legal deductions, credits, and loopholes. I consider myself a Tax Strategist who plans how we want your tax situation to turn out more than a Tax Accountant that just plugs in numbers. These are tax strategies that often save my clients $4,500 to $15,000 a year. We do this through learning your tax situation, conducting tax planning and by keeping you thinking about tax and other financial issues issues each week through our "Personal Strategy Notes". Sign up today: http://patrickohara.mylocaltaxpro.com/
Verified NAEA Member NTPI Fellow
Address:
695 Dutchess Tpke Ste 202
Poughkeepsie, New York 12603
United States

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phone:
view phone(845) 242-2151
fax:
view fax(855) 309-0281
website:
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Description

We are a specialty tax firm that provides tax preparation, taxpayer representation, and comprehensive tax planning services.

We prepare tax returns for individuals and small businesses, including sole proprietorships, partnerships, s-corporations, and c corporations. We also prepare tax returns for trusts and estates.

We represent taxpayers involved with controversy with the IRS or state tax authorities. We stand between you and the IRS or state tax agencies to ensure you are receiving your due process. We will verify any assessment letters and respond on your behalf. We will challenge the assessment and seek a reduction in tax when appropriate and negotiate payment plans or settlement offers for less than the full amount owed. We use proven strategies to stop wage garnishment, tax liens, and levies.

We provide issue-specific and comprehensive tax planning to individuals and small-business owners to ensure they are eligible to benefit from tax deductions, credits, and loopholes. We provide written tax plans that reference the tax code, court cases, and pitfalls. Our clients generally see a 300% return on their tax planning investment in the first year.

We also offer annual maintenance plans to help maintain tax strategies and proper planning throughout the year.

Our office is generally open 9am-5pm Monday Through Friday. My hours are by Appointment Only. We can accommodate most schedules with early morning; late evening; and weekend appointments.

We are located on Rt 44 the the professional building with Quest Diagnostics and Edward Jones investments about 1/2 mile west of Adams Fairacre Farms. We are on the 2nd floor in Suite 202.

Additional Information

Designations: EA NTPI Fellow

Not just numbers on a page, but a Strategy for Today